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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
101
Adage Capital Partners
Adage Capital Partners
Massachusetts
$120M +$61.9M 1 0.32% Increased
102
Soroban Capital Partners
Soroban Capital Partners
New York
$118M -$20.8M 1 1.02% Reduced
103
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$118M -$932K 1 3.31% Reduced
104
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$116M -$2.33M 5 0.6% Reduced
105
UBS
UBS
Switzerland
$115M +$13.9M 21 0.11% Increased
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$114M -$4.49M 12 0.34% Reduced
107
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$113M +$3.57M 4 0.91% Increased
108
KI
Kalmar Investments
Delaware
$112M +$418K 2 1.88% Increased
109
Munder Capital Management
Munder Capital Management
Michigan
$109M +$23.9M 4 0.79% Increased
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$108M -$4.34M 6 0.28% Reduced
111
Lazard Asset Management
Lazard Asset Management
New York
$107M +$13.5M 4 0.24% Increased
112
Bessemer Group
Bessemer Group
New Jersey
$106M +$157K 7 0.76% Increased
113
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$105M -$3.53M 15 0.31% Reduced
114
Coatue Management
Coatue Management
New York
$103M -$4.86M 1 1% Reduced
115
GE
General Electric
Ohio
$102M +$3.14M 1 0.48% Increased
116
NFA
Nationwide Fund Advisors
Ohio
$101M -$6.08M 15 0.42% Reduced
117
STRS Ohio
STRS Ohio
Ohio
$101M +$1.55M 9 0.45% Increased
118
Westfield Capital Management
Westfield Capital Management
Massachusetts
$100M +$12.5M 1 0.59% Increased
119
SCCM
Schafer Cullen Capital Management
New York
$100M +$8.87M 1 0.99% Increased
120
SAM
Scopus Asset Management
New York
$99M +$9.48M 4 2.3% Increased
121
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$98.2M -$11.8M 2 2.2% Reduced
122
Panagora Asset Management
Panagora Asset Management
Massachusetts
$90.5M +$4.69M 10 0.42% Increased
123
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$88.3M +$3.97M 14 0.21% Increased
124
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.2M +$7.01M 15 0.13% Increased
125
EC
Eminence Capital
New York
$83.7M +$79.3M 1 1.48% New
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