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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
76	USAA United Services Automobile Association San Antonio, Texas	$163M	+$26.7M	6	0.65%	Increased
77	Westwood Holdings Group Dallas, Texas	$162M	+$47M	2	1.25%	Increased
78	Teachers Advisors New York	$157M	+$24.8M	15	0.35%	Increased
79	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$155M	-$4.7M	2	1.11%	Reduced
80	Macquarie Group Sydney, NSW 2000, Australia	$152M	+$14.9M	8	0.27%	Increased
81	PNC Financial Services Group Pittsburgh, Pennsylvania	$151M	-$3.59M	11	0.2%	Reduced
82	Lord, Abbett & Co Jersey City, New Jersey	$146M	-$83M	8	0.33%	Reduced
83	Vaughan Nelson Investment Management Houston, Texas	$145M	-$14.8M	3	2.26%	Reduced
84	Citadel Advisors Miami, Florida	$144M	+$14.5M	16	0.19%	Increased
85	Renaissance Technologies New York	$140M	-$30.6M	11	0.34%	Reduced
86	EdgePoint Investment Group Toronto, Ontario, Canada	$139M	+$29.2M	1	3.61%	Increased
87	KeyBank National Association Cleveland, Ohio	$139M	-$5.94M	6	0.91%	Reduced
88	SAC Capital Advisors Stamford, Connecticut	$138M	+$4.44M	8	0.8%	Increased
89	Eagle Asset Management St Petersburg, Florida	$137M	+$22.9M	3	0.77%	Increased
90	Principal Financial Group Des Moines, Iowa	$133M	+$49.1M	9	0.25%	Increased
91	Victory Capital Management San Antonio, Texas	$131M	+$86.2M	4	0.93%	Increased
92	EARNEST Partners Atlanta, Georgia	$131M	+$125M	2	1.05%	New
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$130M	+$839K	14	0.35%	Increased
94	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$124M	+$7.87M	4	0.58%	Increased
95	Eaton Vance Management Boston, Massachusetts	$124M	-$12.4M	5	0.36%	Reduced
96	Disciplined Growth Investors Minneapolis, Minnesota	$124M	+$516K	1	3.23%	Increased
97	PHS PFM Health Sciences San Francisco, California	$123M	-$63.6M	1	2.48%	Reduced
98	SC Stralem & Co New York	$123M	-$18.2M	1	3.69%	Reduced
99	Franklin Resources San Mateo, California	$123M	-$12.6M	6	0.06%	Reduced
100	GGHC Gilder Gagnon Howe & Co New York	$121M	-$822K	1	1.72%	Reduced