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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	EARNEST Partners Atlanta, Georgia	$122M	-$7.25M	2	0.98%	Reduced
102	Franklin Resources San Mateo, California	$120M	-$1.85M	5	0.06%	Reduced
103	Victory Capital Management San Antonio, Texas	$118M	-$19.3M	5	0.8%	Reduced
104	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$115M	+$25.4M	15	0.18%	Increased
105	First Trust Advisors Wheaton, Illinois	$115M	+$18.6M	16	0.51%	Increased
106	Barclays London, United Kingdom	$114M	+$42.2M	18	0.13%	Increased
107	SC Stralem & Co New York	$113M	-$8.17M	1	3.57%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$112M	-$11.2M	12	0.37%	Reduced
109	Luther King Capital Management (LKCM) Fort Worth, Texas	$110M	+$3.2M	4	0.9%	Increased
110	UBS Zurich, Switzerland	$109M	-$19.4M	21	0.1%	Reduced
111	Munder Capital Management Birmingham, Michigan	$108M	+$3.06M	4	0.78%	Increased
112	Soroban Capital Partners New York	$108M	$0	1	1.37%	Maintained
113	HCM Highfields Capital Management Boston, Massachusetts	$107M	+$23M	1	0.9%	Increased
114	RhumbLine Advisers Boston, Massachusetts	$107M	-$3.13M	15	0.32%	Reduced
115	New York State Teachers Retirement System (NYSTRS) Albany, New York	$107M	-$2.09M	6	0.28%	Reduced
116	Lansdowne Partners Limited Partnership London, United Kingdom	$103M	+$99.5M	1	0.87%	New
117	Westfield Capital Management Boston, Massachusetts	$103M	+$4.57M	3	0.61%	Increased
118	State of Michigan Retirement System Lansing, Michigan	$102M	+$538K	4	0.77%	Increased
119	Parametric Portfolio Associates Seattle, Washington	$102M	+$10.5M	15	0.24%	Increased
120	State of Wisconsin Investment Board Madison, Wisconsin	$102M	+$17M	6	0.39%	Increased
121	QIM Quantitative Investment Management Charlottesville, Virginia	$101M	+$90.6M	3	4.81%	Increased
122	EC Eminence Capital New York	$101M	+$17.1M	1	1.63%	Increased
123	Hardman Johnston Global Advisors Stamford, Connecticut	$100M	+$64.3M	2	5.87%	Increased
124	Lazard Asset Management New York	$95.6M	-$14.8M	5	0.21%	Reduced
125	Eagle Asset Management St Petersburg, Florida	$94.9M	-$39.9M	4	0.52%	Reduced