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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
251
Rockefeller Capital Management
Rockefeller Capital Management
New York
$150M +$6.92M 22 0.7% Increased
252
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$149M -$5.15M 2 1.75% Reduced
253
CRM
Cramer Rosenthal McGlynn
Connecticut
$149M -$3.63M 2 4.81% Reduced
254
Ariel Investments
Ariel Investments
Illinois
$149M -$7.12M 1 1.25% Reduced
255
D1 Capital Partners
D1 Capital Partners
New York
$148M +$140M 1 0.89% New
256
Mutual of America Capital Management
Mutual of America Capital Management
New York
$147M -$1.63M 10 1.49% Reduced
257
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$147M -$1.1M 2 1.36% Reduced
258
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$145M +$39.9M 2 2.1% Increased
259
Voloridge Investment Management
Voloridge Investment Management
Florida
$144M +$67.9M 8 0.79% Increased
260
ING Group
ING Group
Netherlands
$141M +$56.1M 3 1.27% Increased
261
Glenmede Trust
Glenmede Trust
Pennsylvania
$140M -$9.23M 10 0.66% Reduced
262
Scout Investments
Scout Investments
Missouri
$139M +$37.6M 3 2.02% Increased
263
Comerica Bank
Comerica Bank
Texas
$139M -$6.58M 14 1.02% Reduced
264
1832 Asset Management
1832 Asset Management
Ontario, Canada
$137M +$24.7M 4 0.24% Increased
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$135M +$958K 14 1.41% Increased
266
Storebrand Asset Management
Storebrand Asset Management
Norway
$135M -$4.19M 7 0.6% Reduced
267
Swiss Life Asset Management
Swiss Life Asset Management
$135M +$23.4M 3 1.75% Increased
268
William Blair & Company
William Blair & Company
Illinois
$134M +$16.8M 11 0.42% Increased
269
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$134M +$52M 4 3.16% Increased
270
SC
Shellback Capital
Massachusetts
$134M +$69.9M 3 7.76% Increased
271
SCM
Suvretta Capital Management
New York
$133M -$26M 1 2.58% Reduced
272
MSL
Mackay Shields LLC
New York
$131M -$2.56M 2 1.09% Reduced
273
Balyasny Asset Management
Balyasny Asset Management
Illinois
$131M -$20.5M 15 0.45% Reduced
274
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$130M -$48K 1 10.35% Reduced
275
EARNEST Partners
EARNEST Partners
Georgia
$130M -$2.38M 9 0.75% Reduced
9 10
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