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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	Renaissance Technologies New York	$661M	-$558M	22	0.78%	Reduced
77	Adage Capital Partners Boston, Massachusetts	$652M	+$76M	7	1.5%	Increased
78	Capital International Investors Los Angeles, California	$628M	-$15.8M	2	0.17%	Reduced
79	First Trust Advisors Wheaton, Illinois	$624M	-$23.9M	23	0.77%	Reduced
80	D.E. Shaw & Co New York	$620M	-$243M	22	0.73%	Reduced
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$614M	-$8.98M	20	0.43%	Reduced
82	Fred Alger Management New York	$611M	-$69.8M	3	2.85%	Reduced
83	LGP Leonard Green & Partners Los Angeles, California	$610M	$0	1	8.7%	Maintained
84	GGHC Gilder Gagnon Howe & Co New York	$610M	-$82M	4	10.87%	Reduced
85	Thrivent Financial for Lutherans Minneapolis, Minnesota	$581M	-$15.5M	14	1.55%	Reduced
86	APG Asset Management Amsterdam, Netherlands	$576M	-$122M	4	1.35%	Reduced
87	Jane Street New York	$571M	+$234M	27	0.24%	Increased
88	Eaton Vance Management Boston, Massachusetts	$564M	-$15M	14	0.79%	Reduced
89	Fisher Asset Management Camas, Washington	$550M	+$28.7M	5	0.39%	Increased
90	ProShare Advisors Bethesda, Maryland	$545M	-$320M	13	1.81%	Reduced
91	State of Wisconsin Investment Board Madison, Wisconsin	$542M	-$12.1M	22	1.42%	Reduced
92	Bessemer Group Woodbridge, New Jersey	$538M	+$31.7M	8	1.34%	Increased
93	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$536M	+$64.4M	6	1.37%	Increased
94	Impax Asset Management Group London, United Kingdom	$532M	-$60.9M	3	2.59%	Reduced
95	Citigroup New York	$520M	-$126M	29	0.39%	Reduced
96	Canada Life Winnipeg, Manitoba, Canada	$519M	+$14.4M	17	1.37%	Increased
97	Fidelity International Hamilton, Bermuda	$519M	+$32M	4	0.62%	Increased
98	Korea Investment Corp Seoul, South Korea	$513M	+$40.2M	3	1.57%	Increased
99	WC Wexford Capital West Palm Beach, Florida	$509M	+$874K	3	29.06%	Increased
100	AMF Tjänstepension Stockholm, Sweden	$508M	+$47.5M	4	4.99%	Increased