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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$120M +$5.78M 4 0.84% Increased
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$120M +$2.61M 11 0.38% Increased
103
EARNEST Partners
EARNEST Partners
Georgia
$119M -$2.12M 2 0.95% Reduced
104
Axa
Axa
France
$119M +$36.7M 5 0.49% Increased
105
KeyBank National Association
KeyBank National Association
Ohio
$116M -$14.1M 7 0.77% Reduced
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$115M +$54.9M 2 0.3% Increased
107
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$113M +$1.28M 5 0.9% Increased
108
Soroban Capital Partners
Soroban Capital Partners
New York
$112M $0 1 0.64% Maintained
109
RIM
Rainier Investment Management
Washington
$112M -$70.4M 2 1.73% Reduced
110
TCM
Tiger Consumer Management
New York
$111M +$12.7M 1 5.28% Increased
111
Millennium Management
Millennium Management
New York
$109M -$8.93M 11 0.3% Reduced
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$107M +$1.8M 6 0.38% Increased
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$107M -$2.17M 6 0.28% Reduced
114
SC
Stralem & Co
New York
$106M -$10.2M 1 3.6% Reduced
115
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$104M -$5.5M 15 0.31% Reduced
116
Munder Capital Management
Munder Capital Management
Michigan
$104M +$1.69M 4 0.74% Increased
117
Lazard Asset Management
Lazard Asset Management
New York
$104M +$10.5M 4 0.22% Increased
118
Two Sigma Investments
Two Sigma Investments
New York
$102M -$44.9M 11 0.46% Reduced
119
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$101M -$204K 2 5.38% Reduced
120
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$99.3M +$6.08M 7 0.23% Increased
121
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$98.4M -$4.75M 14 0.22% Reduced
122
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$97.6M -$51.5M 3 1.39% Reduced
123
APG Asset Management
APG Asset Management
Netherlands
$94.9M +$15.1M 5 0.2% Increased
124
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$93.3M +$62.3M 5 0.32% Increased
125
Point72 Asset Management
Point72 Asset Management
Connecticut
$92.1M +$89.9M 4 0.59% New
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