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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	KI Kalmar Investments Greenville, Delaware	$112M	-$1.15M	2	2.12%	Reduced
102	State of Michigan Retirement System Lansing, Michigan	$109M	-$7.17M	4	0.76%	Reduced
103	Munder Capital Management Birmingham, Michigan	$108M	+$13.4M	5	0.8%	Increased
104	HAM HHR Asset Management Berkeley Heights, New Jersey	$107M	-$31.5M	2	4.19%	Reduced
105	Renaissance Technologies New York	$107M	-$45.5M	11	0.29%	Reduced
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$106M	-$4.03M	11	0.34%	Reduced
107	EARNEST Partners Atlanta, Georgia	$104M	+$2.77M	2	0.87%	Increased
108	Soroban Capital Partners New York	$102M	$0	1	0.77%	Maintained
109	Lord, Abbett & Co Jersey City, New Jersey	$98.5M	+$9.86M	5	0.25%	Increased
110	Citadel Advisors Miami, Florida	$98.2M	-$18.9M	16	0.1%	Reduced
111	State of Wisconsin Investment Board Madison, Wisconsin	$98.2M	+$4.7M	6	0.36%	Increased
112	APG Asset Management Amsterdam, Netherlands	$97.4M	+$11.6M	5	0.2%	Increased
113	RhumbLine Advisers Boston, Massachusetts	$95.2M	+$2.67M	15	0.29%	Increased
114	CRAM Claren Road Asset Management New York	$93.9M	+$85.1M	1	7.8%	New
115	New York State Teachers Retirement System (NYSTRS) Albany, New York	$92M	-$358K	6	0.24%	Reduced
116	Glenmede Trust Philadelphia, Pennsylvania	$90.8M	+$12.1M	9	0.8%	Increased
117	Prudential Financial Newark, New Jersey	$90.8M	-$53.8M	10	0.17%	Reduced
118	Parametric Portfolio Associates Seattle, Washington	$90.1M	+$977K	13	0.2%	Increased
119	Wedge Capital Management Charlotte, North Carolina	$89.6M	+$13.5M	4	0.96%	Increased
120	PM Pembroke Management Montreal, Quebec, Canada	$89M	+$18.9M	2	6.61%	Increased
121	Legal & General Group London, United Kingdom	$87.7M	+$3.39M	12	0.11%	Increased
122	Barclays London, United Kingdom	$86.9M	-$35.4M	18	0.08%	Reduced
123	KeyBank National Association Cleveland, Ohio	$86.8M	-$14M	7	0.59%	Reduced
124	Axa Paris, France	$83.3M	-$36.4M	7	0.36%	Reduced
125	Millennium Management New York	$83.2M	-$22M	12	0.21%	Reduced