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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	JPCCM J&P (China) Capital Management Hong Kong, China	$241M	+$52.8M	1	65.82%	Increased
52	Capital Research Global Investors Los Angeles, California	$236M	-$33.6M	2	0.08%	Reduced
53	AL AJO LP Philadelphia, Pennsylvania	$235M	+$79.1M	2	1%	Increased
54	Lord, Abbett & Co Jersey City, New Jersey	$214M	+$48.2M	3	0.65%	Increased
55	Credit Suisse Zurich, Switzerland	$212M	+$17.9M	13	0.2%	Increased
56	UBS AM Chicago, Illinois	$210M	+$19.5M	11	0.23%	Increased
57	Primecap Management Pasadena, California	$208M	-$13.8M	1	0.21%	Reduced
58	California Public Employees Retirement System Sacramento, California	$208M	-$8.18M	20	0.34%	Reduced
59	AQR Capital Management Greenwich, Connecticut	$203M	+$51.8M	12	0.31%	Increased
60	OppenheimerFunds New York	$200M	+$7.82M	9	0.25%	Increased
61	Prudential Financial Newark, New Jersey	$192M	-$87.1M	12	0.32%	Reduced
62	Swiss National Bank Zurich, Switzerland	$188M	+$6.93M	13	0.3%	Increased
63	Principal Financial Group Des Moines, Iowa	$184M	+$2.49M	11	0.24%	Increased
64	Emerald Acquisition Seattle, Washington	$184M	-$7.22M	17	0.36%	Reduced
65	Frontier Capital Management Boston, Massachusetts	$179M	-$19.3M	4	1.43%	Reduced
66	Cooke & Bieler Philadelphia, Pennsylvania	$175M	-$464K	2	3.68%	Reduced
67	Renaissance Technologies New York	$171M	+$10.6M	12	0.3%	Increased
68	Lyrical Asset Management New York	$171M	-$4.84M	1	3.35%	Reduced
69	Teachers Advisors New York	$170M	+$10.7M	16	0.28%	Increased
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$168M	+$1.29M	16	0.35%	Increased
71	Parametric Portfolio Associates Seattle, Washington	$167M	-$14.2M	14	0.25%	Reduced
72	LCS Levin Capital Strategies New York	$164M	-$34.1M	3	2.41%	Reduced
73	GGHC Gilder Gagnon Howe & Co New York	$157M	-$8.91M	1	2.7%	Reduced
74	Capital Guardian Trust Los Angeles, California	$156M	-$16.5M	3	1.18%	Reduced
75	Kovitz Investment Group Partners Chicago, Illinois	$155M	-$4.68M	2	9.5%	Reduced