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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	Winslow Capital Management Minneapolis, Minnesota	$200M	+$133M	1	0.73%	Increased
52	BlackRock Advisors Wilmington, Delaware	$188M	+$39.9M	14	0.2%	Increased
53	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$183M	+$10.4M	3	0.45%	Increased
54	GGHC Gilder Gagnon Howe & Co New York	$176M	+$3.39M	1	2.8%	Increased
55	California Public Employees Retirement System Sacramento, California	$173M	-$4.92M	18	0.29%	Reduced
56	American Century Companies Kansas City, Missouri	$173M	+$60M	3	0.21%	Increased
57	Susquehanna International Group Bala Cynwyd, Pennsylvania	$172M	+$77.5M	15	0.07%	Increased
58	Two Sigma Advisers New York	$169M	+$123M	10	1.07%	Increased
59	UBS AM Chicago, Illinois	$167M	-$9.06M	12	0.18%	Reduced
60	WI WHV Investments San Francisco, California	$164M	-$19M	4	4.52%	Reduced
61	Charles Schwab San Francisco, California	$162M	+$192K	14	0.24%	Increased
62	Two Sigma Investments New York	$162M	+$77.3M	6	0.83%	Increased
63	Royal Bank of Canada Toronto, Ontario, Canada	$158M	-$25M	19	0.12%	Reduced
64	Capital Guardian Trust Los Angeles, California	$154M	-$9.63M	2	1.25%	Reduced
65	Zevenbergen Capital Investments Edmonds, Washington	$154M	-$8.86M	1	6.58%	Reduced
66	Columbia Wanger Asset Management Chicago, Illinois	$151M	+$557K	2	1.2%	Increased
67	Farallon Capital Management San Francisco, California	$150M	+$172M	1	1.98%	New
68	OppenheimerFunds New York	$149M	-$25.8M	3	0.2%	Reduced
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$141M	+$25.1M	15	0.15%	Increased
70	I.G. Investment Management Winnipeg, Manitoba, Canada	$139M	-$3.07M	5	0.58%	Reduced
71	Cooke & Bieler Philadelphia, Pennsylvania	$135M	+$46.4M	2	3.16%	Increased
72	Peconic Partners New York	$134M	+$28.8M	2	21.83%	Increased
73	HAM HHR Asset Management Berkeley Heights, New Jersey	$130M	+$11.9M	2	5.51%	Increased
74	USAA United Services Automobile Association San Antonio, Texas	$127M	-$16.7M	6	0.47%	Reduced
75	Fisher Asset Management Camas, Washington	$127M	+$2.86M	2	0.26%	Increased