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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	UBS AM Chicago, Illinois	$204M	-$6.52M	12	0.2%	Reduced
52	I.G. Investment Management Winnipeg, Manitoba, Canada	$198M	+$5.65M	5	0.75%	Increased
53	Eagle Asset Management St Petersburg, Florida	$195M	+$13.6M	4	1.12%	Increased
54	California Public Employees Retirement System Sacramento, California	$195M	+$3.29M	18	0.27%	Increased
55	New York State Common Retirement Fund Albany, New York	$190M	-$3.77M	11	0.28%	Reduced
56	ACM Andor Capital Management Rye Brook, New York	$189M	-$50.6M	1	18.75%	Reduced
57	JPCCM J&P (China) Capital Management Hong Kong, China	$188M	-$174M	1	26.49%	Reduced
58	Charles Schwab San Francisco, California	$185M	+$10M	15	0.26%	Increased
59	Amundi Asset Management US Boston, Massachusetts	$184M	+$13.7M	1	0.66%	Increased
60	Point72 Asset Management Stamford, Connecticut	$183M	+$76.8M	3	1.25%	Increased
61	USAA United Services Automobile Association San Antonio, Texas	$177M	-$7.51M	6	0.62%	Reduced
62	Guggenheim Capital Chicago, Illinois	$173M	-$36.5M	11	0.41%	Reduced
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$172M	+$4.96M	3	0.4%	Increased
64	Millennium Management New York	$168M	+$57.2M	14	0.31%	Increased
65	Franklin Resources San Mateo, California	$167M	-$13.6M	5	0.08%	Reduced
66	Fidelity International Hamilton, Bermuda	$163M	-$9.54M	3	0.52%	Reduced
67	EdgePoint Investment Group Toronto, Ontario, Canada	$161M	+$14.7M	1	3.56%	Increased
68	Prudential plc London, England, United Kingdom	$158M	-$10M	1	0.7%	Reduced
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$157M	+$4.16M	16	0.2%	Increased
70	Fisher Asset Management Camas, Washington	$153M	-$4.4M	1	0.31%	Reduced
71	Frontier Capital Management Boston, Massachusetts	$149M	-$57.5M	4	1.08%	Reduced
72	PNC Financial Services Group Pittsburgh, Pennsylvania	$149M	-$12.3M	16	0.16%	Reduced
73	Pictet Asset Management (UK) London, United Kingdom	$144M	+$26.7M	6	0.6%	Increased
74	Artisan Partners Milwaukee, Wisconsin	$142M	+$103M	4	0.25%	Increased
75	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$138M	+$9.96M	1	3.73%	Increased