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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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$137M -$44.2M 12 0.06% Reduced
77
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$136M +$72.1M 2 2.95% Increased
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$133M -$2.26M 5 0.37% Reduced
79
Teachers Advisors
Teachers Advisors
New York
$133M -$36.1M 15 0.25% Reduced
80
BlackRock Investment Management
BlackRock Investment Management
Delaware
$132M +$6.98M 16 0.17% Increased
81
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$131M +$1.63M 1 5.49% Increased
82
Stifel Financial
Stifel Financial
Missouri
$131M -$3.03M 8 0.72% Reduced
83
STRS Ohio
STRS Ohio
Ohio
$130M -$9.45M 8 0.58% Reduced
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$130M -$2.52M 14 0.31% Reduced
85
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$130M -$5.18M 5 0.51% Reduced
86
American Century Companies
American Century Companies
Missouri
$128M -$41.5M 4 0.14% Reduced
87
Viking Global Investors
Viking Global Investors
Connecticut
$128M +$5.87M 1 0.49% Increased
88
Harris Associates
Harris Associates
Illinois
$125M +$34.9M 1 0.2% Increased
89
TimesSquare Capital Management
TimesSquare Capital Management
New York
$124M +$8.56M 1 0.67% Increased
90
Putnam Investments
Putnam Investments
Massachusetts
$122M -$16.7M 7 0.24% Reduced
91
Hamlin Capital Management
Hamlin Capital Management
New York
$121M +$58.1M 2 6.39% Increased
92
Renaissance Technologies
Renaissance Technologies
New York
$121M +$89.9M 11 0.26% Increased
93
BlackRock
BlackRock
New York
$120M -$7.31M 13 0.17% Reduced
94
UBS Group
UBS Group
Switzerland
$119M +$15.1M 20 0.08% Increased
95
HAM
HHR Asset Management
New Jersey
$118M +$4.66M 2 4.56% Increased
96
CC
Carlson Capital
Texas
$118M +$96.5M 2 1.32% Increased
97
First Trust Advisors
First Trust Advisors
Illinois
$116M +$1.13M 12 0.34% Increased
98
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$116M +$90.3M 7 0.75% Increased
99
GGHC
Gilder Gagnon Howe & Co
New York
$113M +$8.07M 1 1.57% Increased
100
Gotham Asset Management
Gotham Asset Management
New York
$109M +$30.3M 4 0.83% Increased
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