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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
51	Credit Suisse Zurich, Switzerland	$189M	+$187M	16	0.19%	New
52	Capital International Investors Los Angeles, California	$189M	+$181M	1	0.86%	New
53	PCM Pennant Capital Management Summit, New Jersey	$187M	+$196M	1	3.48%	New
54	New York State Common Retirement Fund Albany, New York	$187M	+$180M	8	0.33%	New
55	Russell Frank Company Seattle, Washington	$184M	+$178M	15	0.34%	New
56	RIM Rainier Investment Management Seattle, Washington	$181M	+$178M	3	1.64%	New
57	Primecap Management Pasadena, California	$174M	+$122M	1	0.25%	New
58	HAM HHR Asset Management Berkeley Heights, New Jersey	$174M	+$150M	3	8.47%	New
59	Royal Bank of Canada Toronto, Ontario, Canada	$172M	+$169M	16	0.15%	New
60	Prudential Financial Newark, New Jersey	$161M	+$162M	11	0.36%	New
61	Zevenbergen Capital Investments Edmonds, Washington	$159M	+$111M	1	6.41%	New
62	Loomis, Sayles & Company Boston, Massachusetts	$156M	+$154M	6	0.56%	New
63	BlackRock Investment Management Wilmington, Delaware	$151M	+$146M	15	0.27%	New
64	Two Sigma Investments New York	$143M	+$125M	12	1%	New
65	California Public Employees Retirement System Sacramento, California	$140M	+$131M	17	0.28%	New
66	UBS AM Chicago, Illinois	$140M	+$135M	11	0.18%	New
67	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$138M	+$138M	2	1.04%	New
68	Highbridge Capital Management New York	$138M	+$135M	4	1.37%	New
69	Scout Investments Kansas City, Missouri	$136M	+$140M	2	1.58%	New
70	Boston Partners Boston, Massachusetts	$136M	+$140M	4	0.37%	New
71	SC Stralem & Co New York	$133M	+$127M	1	4.02%	New
72	Teachers Advisors New York	$132M	+$125M	14	0.35%	New
73	Renaissance Technologies New York	$131M	+$128M	13	0.34%	New
74	Citadel Advisors Miami, Florida	$131M	+$125M	13	0.22%	New
75	Peconic Partners New York	$130M	+$127M	3	17.24%	New