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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$207M +$38.9M 7 0.68% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$204M +$10.5M 20 0.33% Increased
53
JPCCM
J&P (China) Capital Management
China
$199M $0 1 64.28% Maintained
54
Credit Suisse
Credit Suisse
Switzerland
$184M -$92.1M 15 0.2% Reduced
55
OppenheimerFunds
OppenheimerFunds
New York
$183M +$7.66M 9 0.24% Increased
56
LCS
Levin Capital Strategies
New York
$180M -$17.8M 4 3.24% Reduced
57
UBS AM
UBS AM
Illinois
$179M +$1.71M 12 0.2% Increased
58
GGHC
Gilder Gagnon Howe & Co
New York
$172M +$36.6M 2 3.42% Increased
59
Emerald Acquisition
Emerald Acquisition
Washington
$172M +$179M 17 0.3% New
60
Swiss National Bank
Swiss National Bank
Switzerland
$172M +$6.49M 13 0.28% Increased
61
HCM
Highfields Capital Management
Massachusetts
$170M +$139M 1 1.48% Increased
62
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$163M +$161K 14 0.26% Increased
63
Victory Capital Management
Victory Capital Management
Texas
$163M +$19.8M 8 0.65% Increased
64
Principal Financial Group
Principal Financial Group
Iowa
$162M +$23.4M 11 0.23% Increased
65
Lyrical Asset Management
Lyrical Asset Management
New York
$160M +$5.61M 1 3.34% Increased
66
Frontier Capital Management
Frontier Capital Management
Massachusetts
$158M -$3.26M 4 1.3% Reduced
67
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$158M +$5.23M 16 0.34% Increased
68
Capital Guardian Trust
Capital Guardian Trust
California
$157M -$4.95M 2 1.21% Reduced
69
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$157M +$34.2M 5 0.49% Increased
70
Artisan Partners
Artisan Partners
Wisconsin
$156M -$133M 2 0.33% Reduced
71
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$155M -$657K 2 3.44% Reduced
72
Renaissance Technologies
Renaissance Technologies
New York
$153M +$73.5M 14 0.29% Increased
73
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$151M -$16.8M 6 0.3% Reduced
74
Teachers Advisors
Teachers Advisors
New York
$147M +$2.15M 17 0.26% Increased
75
ClearBridge Investments
ClearBridge Investments
New York
$146M +$8.39M 2 0.17% Increased
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