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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

Energy Storage Grid Equipment Transmission Buildout
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
BCP
BSN Capital Partners
United Kingdom
$314M +$226M 1 12.57% New
227
Amalgamated Bank
Amalgamated Bank
New York
$313M -$3.9M 26 2.57% Reduced
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$313M -$4.27M 15 1.95% Reduced
229
Balyasny Asset Management
Balyasny Asset Management
Illinois
$313M -$47.2M 18 0.47% Reduced
230
Czech National Bank
Czech National Bank
Czech Republic
$308M +$16.7M 5 2.85% Increased
231
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$304M +$20.3M 5 1.81% Increased
232
Royce & Associates
Royce & Associates
New York
$302M -$40.4M 11 2.8% Reduced
233
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$301M +$105M 2 2.46% Increased
234
Cantor Fitzgerald
Cantor Fitzgerald
New York
$299M -$140M 1 5.95% Reduced
235
Mizuho Markets Americas
Mizuho Markets Americas
New York
$294M +$170M 2 5.26% Increased
236
Point72 Asset Management
Point72 Asset Management
Connecticut
$290M -$133M 10 0.64% Reduced
237
CIBC World Markets
CIBC World Markets
New York
$290M +$26.3M 11 1.7% Increased
238
Cardano Risk Management
Cardano Risk Management
Netherlands
$289M -$5.05M 1 4.43% Reduced
239
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$279M -$57.7M 5 2.59% Reduced
240
Cerity Partners
Cerity Partners
New York
$278M +$11.3M 17 0.6% Increased
241
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$277M +$61.1M 3 1.79% Increased
242
Marsico Capital Management
Marsico Capital Management
Colorado
$275M +$22M 2 7.48% Increased
243
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$274M +$199M 3 0.53% Increased
244
NAH
Neumann Advisory (HK)
Hong Kong
$272M $0 1 79.78% Maintained
245
Two Sigma Investments
Two Sigma Investments
New York
$271M +$137M 18 0.59% Increased
246
ING Group
ING Group
Netherlands
$270M +$41.8M 8 1.82% Increased
247
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$270M -$3.79M 5 3% Reduced
248
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$269M +$57.3K 17 0.9% Increased
249
Hood River Capital Management
Hood River Capital Management
Florida
$266M +$28.2M 5 3.92% Increased
250
M&T Bank
M&T Bank
New York
$263M +$6.72M 14 0.88% Increased
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