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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
301	TPSF Texas Permanent School Fund Austin, Texas	$22.1M	+$3.72M	10	0.4%	Increased
302	Mariner Independent Advisor Network Overland Park, Kansas	$22M	+$2.53M	1	1.99%	Increased
303	MetLife Investment Management Whippany, New Jersey	$22M	-$283K	14	0.3%	Reduced
304	Appaloosa LP Short Hills, New Jersey	$22M	+$26.1M	1	0.67%	New
305	MAM Mark Asset Management New York	$21.5M	-$348K	1	4.96%	Reduced
306	TCW Group Los Angeles, California	$21.5M	-$3.13M	2	0.3%	Reduced
307	ECP Electron Capital Partners New York	$21.5M	-$22.1M	2	5.63%	Reduced
308	AL AJO LP Philadelphia, Pennsylvania	$21.4M	-$1.64M	6	0.19%	Reduced
309	VanEck Associates New York	$21.1M	-$1.97M	6	0.11%	Reduced
310	Nomura Asset Management Tokyo, Japan	$21.1M	+$1.22M	2	0.22%	Increased
311	Aspex Management (HK) Central, Hong Kong	$21M	+$24.9M	1	2.9%	New
312	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$20.8M	-$37.2M	7	0.24%	Reduced
313	SIC Schwartz Investment Counsel Plymouth, Michigan	$20.7M	-$3.92M	1	1.37%	Reduced
314	Weiss Multi-Strategy Advisers New York	$20.6M	+$19.2M	3	0.8%	Increased
315	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.2M	+$1.45M	2	1.31%	Increased
316	EIM Elephas Investment Management Hong Kong	$20.1M	+$23.9M	1	23.58%	New
317	Balyasny Asset Management Chicago, Illinois	$20.1M	-$116M	6	0.24%	Reduced
318	Cubist Systematic Strategies Stamford, Connecticut	$19.5M	-$5.56M	12	0.53%	Reduced
319	KL KGH Ltd Nassau, Bahamas	$19.5M	+$25.9M	2	3.48%	New
320	Alyeska Investment Group Chicago, Illinois	$19.5M	-$9.51M	2	0.39%	Reduced
321	GW&K Investment Management Boston, Massachusetts	$19.4M	-$689K	1	0.34%	Reduced
322	Rockefeller Capital Management New York	$19.4M	+$13.3M	9	0.25%	Increased
323	Yacktman Asset Management Austin, Texas	$19.3M	+$3.03M	2	0.32%	Increased
324	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$19.2M	-$354K	4	0.34%	Reduced
325	Brown Advisory Baltimore, Maryland	$19.1M	+$218K	7	0.06%	Increased