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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
Bridgewater Associates
Bridgewater Associates
Connecticut
$489M +$28.9M 11 1.78% Increased
202
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$488M +$32.4M 7 0.83% Increased
203
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$487M -$1.57M 4 2.41% Reduced
204
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$485M +$9.98M 17 1.78% Increased
205
Wasatch Advisors
Wasatch Advisors
Utah
$482M +$314M 2 2.87% Increased
206
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$475M +$10.2M 8 4.64% Increased
207
Ossiam
Ossiam
France
$468M -$23.9M 4 9.35% Reduced
208
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$454M +$55M 5 1.09% Increased
209
Daiwa Securities Group
Daiwa Securities Group
Japan
$452M +$17M 12 1.45% Increased
210
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$451M -$12.5M 5 1.81% Reduced
211
Point72 Asset Management
Point72 Asset Management
Connecticut
$451M +$120M 19 0.5% Increased
212
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$450M +$7.09M 21 1.03% Increased
213
US Bancorp
US Bancorp
Minnesota
$447M +$7.27M 30 0.52% Increased
214
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$445M -$14.1M 10 2.17% Reduced
215
Nissay Asset Management
Nissay Asset Management
Japan
$444M +$139M 9 2.31% Increased
216
Natixis
Natixis
France
$441M -$198M 12 1.56% Reduced
217
Capstone Investment Advisors
Capstone Investment Advisors
New York
$439M -$421M 9 0.86% Reduced
218
Första AP-fonden
Första AP-fonden
Sweden
$439M -$25.8M 5 2.62% Reduced
219
Merewether Investment Management
Merewether Investment Management
Texas
$437M -$34.8M 5 10.04% Reduced
220
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$436M +$110M 17 0.5% Increased
221
Czech National Bank
Czech National Bank
Czech Republic
$435M +$16.2M 5 2.83% Increased
222
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$435M -$121M 1 5.03% Reduced
223
SDH
Sloy Dahl & Holst
Washington
$435M -$92.9M 1 52.28% Reduced
224
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$430M +$57.6M 27 1.42% Increased
225
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$426M +$8.3M 16 1.35% Increased