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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$100M +$68.8M 3 0.6% Increased
102
APG Asset Management
APG Asset Management
Netherlands
$99M +$15.2M 3 0.21% Increased
103
HAM
HHR Asset Management
New Jersey
$94M -$19.1M 2 4.44% Reduced
104
Homestead Advisers
Homestead Advisers
Virginia
$93.8M +$85.4M 2 1.68% New
105
BlackRock
BlackRock
New York
$93.5M -$11.9M 17 0.15% Reduced
106
Legal & General Group
Legal & General Group
United Kingdom
$92.6M +$2.74M 14 0.1% Increased
107
VVP
Vulcan Value Partners
Alabama
$91.6M +$304K 1 0.82% Increased
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$90.7M +$512K 9 0.24% Increased
109
Eaton Vance Management
Eaton Vance Management
Massachusetts
$90.6M -$4.18M 4 0.28% Reduced
110
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$90.5M +$2.46M 16 0.28% Increased
111
DnB Asset Management
DnB Asset Management
Norway
$87.3M +$15.9M 5 1.82% Increased
112
USSCPF
United States Steel & Carnegie Pension Fund
New York
$86.1M $0 1 1.99% Maintained
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$85.9M -$2.09M 12 0.33% Reduced
114
Millennium Management
Millennium Management
New York
$84.9M -$50.3M 13 0.21% Reduced
115
MP
Makaira Partners
California
$83.8M -$19.9M 1 12.94% Reduced
116
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$82.4M +$6.15M 8 0.34% Increased
117
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$81.1M -$1.67M 7 0.32% Reduced
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
$80.3M -$16.1M 12 0.14% Reduced
119
EARNEST Partners
EARNEST Partners
Georgia
$79.1M -$1.32M 2 0.83% Reduced
120
STRS Ohio
STRS Ohio
Ohio
$77.2M -$20.9M 7 0.35% Reduced
121
SCM
Snow Capital Management
Pennsylvania
$76.1M -$9.68M 1 3.35% Reduced
122
Wedge Capital Management
Wedge Capital Management
North Carolina
$75.8M +$2.12M 4 0.79% Increased
123
NFA
Nationwide Fund Advisors
Ohio
$75.5M +$791K 15 0.33% Increased
124
Renaissance Technologies
Renaissance Technologies
New York
$75.1M +$19.4M 13 0.14% Increased
125
Fred Alger Management
Fred Alger Management
New York
$74.5M +$52.5M 2 0.38% Increased
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