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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
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$284M -$545K 1 4.06% Reduced
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$282M +$8.91M 19 0.38% Increased
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$277M -$108M 5 0.45% Reduced
54
First Trust Advisors
First Trust Advisors
Illinois
$273M +$2.54M 14 0.65% Increased
55
Capital International Investors
Capital International Investors
California
$268M +$1.26M 1 0.3% Increased
56
Bessemer Group
Bessemer Group
New Jersey
$262M -$9.25M 8 1.02% Reduced
57
Fisher Asset Management
Fisher Asset Management
Washington
$250M +$10.9M 3 0.33% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$249M +$3.15M 15 0.25% Increased
59
LM
Luminus Management
Texas
$244M +$109M 4 5.18% Increased
60
Millennium Management
Millennium Management
New York
$239M -$36.4M 15 0.33% Reduced
61
Peconic Partners
Peconic Partners
New York
$238M -$194M 2 34.14% Reduced
62
UBS Group
UBS Group
Switzerland
$235M -$14.1M 25 0.1% Reduced
63
Raymond James & Associates
Raymond James & Associates
Florida
$235M +$15.8M 13 0.43% Increased
64
Principal Financial Group
Principal Financial Group
Iowa
$232M -$15M 13 0.21% Reduced
65
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$231M +$64M 4 0.6% Increased
66
Renaissance Technologies
Renaissance Technologies
New York
$224M -$42M 18 0.25% Reduced
67
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$222M -$98.2M 14 0.08% Reduced
68
Prudential Financial
Prudential Financial
New Jersey
$219M -$20.6M 12 0.3% Reduced
69
GGHC
Gilder Gagnon Howe & Co
New York
$215M -$781K 1 2.89% Reduced
70
VOYA Investment Management
VOYA Investment Management
Georgia
$214M +$68.3M 11 0.44% Increased
71
Russell Investments Group
Russell Investments Group
United Kingdom
$212M -$3.43M 14 0.36% Reduced
72
LCS
Levin Capital Strategies
New York
$209M -$30.1M 1 3.53% Reduced
73
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$207M +$90M 3 3.1% Increased
74
D.E. Shaw & Co
D.E. Shaw & Co
New York
$206M -$189M 14 0.28% Reduced
75
Epoch Investment Partners
Epoch Investment Partners
New York
$195M +$84K 1 0.65% Increased
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