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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	$168M	+$6.71M	5	0.65%	Increased
77	BAMCO Inc New York	$167M	+$89.7M	3	0.68%	Increased
78	Pictet Asset Management (UK) London, United Kingdom	$166M	+$42.8M	7	0.83%	Increased
79	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$161M	+$13.4M	2	1.23%	Increased
80	GE General Electric Evendale, Ohio	$161M	+$58.9M	1	0.75%	Increased
81	BlackRock New York	$159M	-$12.8M	15	0.26%	Reduced
82	Boston Partners Boston, Massachusetts	$156M	-$16.2M	4	0.28%	Reduced
83	Citadel Advisors Miami, Florida	$149M	+$1.55M	16	0.17%	Increased
84	EdgePoint Investment Group Toronto, Ontario, Canada	$147M	+$20.8M	1	3.43%	Increased
85	Vaughan Nelson Investment Management Houston, Texas	$147M	-$17.8M	3	2.22%	Reduced
86	Two Sigma Investments New York	$144M	+$63.3M	10	0.77%	Increased
87	Eaton Vance Management Boston, Massachusetts	$143M	+$18.5M	5	0.42%	Increased
88	Prudential Financial Newark, New Jersey	$141M	-$30.7M	11	0.26%	Reduced
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$141M	+$667K	14	0.37%	Increased
90	Westwood Holdings Group Dallas, Texas	$141M	-$10.2M	2	1.08%	Reduced
91	GGHC Gilder Gagnon Howe & Co New York	$140M	-$26.2M	2	1.91%	Reduced
92	Bessemer Group Woodbridge, New Jersey	$139M	-$1.62M	6	0.94%	Reduced
93	KeyBank National Association Cleveland, Ohio	$134M	-$1.64M	7	1.04%	Reduced
94	PCM Pennant Capital Management Summit, New Jersey	$134M	-$42.2M	1	2.28%	Reduced
95	Capital World Investors Los Angeles, California	$133M	-$278M	1	0.04%	Reduced
96	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$133M	-$17.5M	5	0.63%	Reduced
97	Principal Financial Group Des Moines, Iowa	$131M	-$12M	10	0.23%	Reduced
98	STRS Ohio Columbus, Ohio	$130M	+$16.6M	9	0.58%	Increased
99	Millennium Management New York	$128M	+$57M	14	0.37%	Increased
100	KI Kalmar Investments Greenville, Delaware	$127M	+$9.83M	2	2.15%	Increased