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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
Yousif Capital Management
Yousif Capital Management
Michigan
$123M +$2.77M 15 1.39% Increased
302
Encompass Capital Advisors
Encompass Capital Advisors
New York
$123M -$23.9M 4 6.62% Reduced
303
ORIO
Old Republic International (ORI)
Illinois
$122M $0 2 4.97% Maintained
304
Two Sigma Investments
Two Sigma Investments
New York
$122M -$111M 17 0.28% Reduced
305
Cresset Asset Management
Cresset Asset Management
Illinois
$122M +$32.2M 15 0.51% Increased
306
ZP
Zimmer Partners
New York
$120M +$75M 6 2.22% Increased
307
Caxton Associates (New York)
Caxton Associates (New York)
New York
$120M +$105M 3 4.1% Increased
308
Lyrical Asset Management
Lyrical Asset Management
New York
$119M -$4.61M 1 1.92% Reduced
309
New York Life Investment Management
New York Life Investment Management
New York
$119M +$6.19M 8 1.2% Increased
310
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$118M -$135M 1 1.1% Reduced
311
QRG Capital Management
QRG Capital Management
Illinois
$118M +$14.2M 9 1.4% Increased
312
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$117M +$3.03M 14 1.05% Increased
313
EQF
Evergreen Quality Fund
Cayman Islands
$117M +$67.8M 1 4.83% Increased
314
IP
Interval Partners
New York
$117M +$19.1M 4 2.54% Increased
315
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$116M +$87.4K 1 1.86% Increased
316
FFM
Fullerton Fund Management
Singapore
$114M +$77.4M 2 5.12% Increased
317
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$114M +$9.12M 3 1.05% Increased
318
Fisher Asset Management
Fisher Asset Management
Washington
$113M +$13.3M 8 0.05% Increased
319
PineBridge Investments
PineBridge Investments
New York
$113M +$6.56M 4 0.91% Increased
320
Glenmede Trust
Glenmede Trust
Pennsylvania
$112M +$7.76M 9 0.57% Increased
321
ECP ControlCo
ECP ControlCo
New Jersey
$112M +$90.8K 1 34.61% Increased
322
Oppenheimer & Co
Oppenheimer & Co
New York
$111M +$3.43M 14 1.76% Increased
323
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$111M +$2.45M 14 1.25% Increased
324
Scout Investments
Scout Investments
Missouri
$111M +$5.14M 3 2.98% Increased
325
TCW Group
TCW Group
California
$111M +$17.6M 5 0.99% Increased
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