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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	FS Feinberg Stephen	$107M	+$112M	1	9.82%	New
102	Peconic Partners New York	$107M	-$7.17M	2	16.61%	Reduced
103	Perkins Investment Management Chicago, Illinois	$106M	+$32.5M	1	1.06%	Increased
104	Victory Capital Management San Antonio, Texas	$105M	-$9.46M	6	0.38%	Reduced
105	Prudential Financial Newark, New Jersey	$105M	-$25.3M	8	0.18%	Reduced
106	Russell Frank Company Seattle, Washington	$104M	-$23.4M	14	0.19%	Reduced
107	EARNEST Partners Atlanta, Georgia	$104M	-$9.29M	2	0.89%	Reduced
108	VOYA Investment Management Atlanta, Georgia	$103M	-$110M	12	0.23%	Reduced
109	Calamos Advisors Naperville, Illinois	$102M	-$63.5M	2	0.64%	Reduced
110	SC Sasco Capital Fairfield, Connecticut	$100M	+$83.7M	1	1.12%	New
111	Two Sigma Investments New York	$99.6M	+$48.8M	11	0.46%	Increased
112	Swiss National Bank Zurich, Switzerland	$98.6M	+$33.4M	13	0.26%	Increased
113	VVP Vulcan Value Partners Birmingham, Alabama	$96.6M	+$3.99M	1	0.96%	Increased
114	KI Kalmar Investments Greenville, Delaware	$95.8M	-$9.71M	2	1.78%	Reduced
115	USSCPF United States Steel & Carnegie Pension Fund New York	$93.6M	$0	1	1.9%	Maintained
116	Lyrical Asset Management New York	$91.7M	+$229K	1	2.75%	Increased
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$90.9M	-$1.25M	6	0.23%	Reduced
118	Principal Financial Group Des Moines, Iowa	$89.5M	-$12.7M	9	0.13%	Reduced
119	SIM Stelliam Investment Management New York	$89.4M	+$87.8M	1	2.01%	New
120	State of Wisconsin Investment Board Madison, Wisconsin	$89M	-$6.4M	6	0.31%	Reduced
121	Wedge Capital Management Charlotte, North Carolina	$88.6M	-$6.63M	4	0.89%	Reduced
122	RhumbLine Advisers Boston, Massachusetts	$88.2M	-$1.72M	15	0.25%	Reduced
123	CCI Columbus Circle Investors	$87.8M	+$72.3M	2	0.6%	Increased
124	KIG Kovitz Investment Group Chicago, Illinois	$87.7M	+$21.1M	2	4.81%	Increased
125	State Board of Administration of Florida Retirement System Tallahassee, Florida	$87.3M	-$8.87M	11	0.3%	Reduced