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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	Hotchkis & Wiley Capital Management Los Angeles, California	$101M	-$1.36M	1	0.43%	Reduced
102	Barclays London, United Kingdom	$100M	-$2.93M	19	0.13%	Reduced
103	Brandywine Global Investment Management Philadelphia, Pennsylvania	$100M	-$26.6M	8	0.67%	Reduced
104	TimesSquare Capital Management New York	$99.1M	-$26.6M	2	0.66%	Reduced
105	Raymond James & Associates St Petersburg, Florida	$98.8M	+$42.2M	11	0.31%	Increased
106	RhumbLine Advisers Boston, Massachusetts	$96.6M	+$8.84M	15	0.29%	Increased
107	BlackRock New York	$95.8M	+$6.51M	18	0.14%	Increased
108	Millennium Management New York	$94.8M	+$17.8M	15	0.22%	Increased
109	Wedge Capital Management Charlotte, North Carolina	$91.8M	+$11.3M	5	0.95%	Increased
110	NFA Nationwide Fund Advisors Columbus, Ohio	$90.7M	+$16.7M	15	0.39%	Increased
111	MP Makaira Partners La Jolla, California	$90.3M	-$1.2M	1	13.21%	Reduced
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$89.7M	+$430K	9	0.24%	Increased
113	Homestead Advisers Arlington, Virginia	$88.9M	$0	2	1.53%	Maintained
114	Point72 Asset Management Stamford, Connecticut	$87.8M	+$29M	5	0.6%	Increased
115	D.E. Shaw & Co New York	$87M	+$5.98M	13	0.16%	Increased
116	Adage Capital Partners Boston, Massachusetts	$86.3M	+$29.8M	4	0.24%	Increased
117	State of Michigan Retirement System Lansing, Michigan	$86.2M	+$53.3M	5	0.68%	Increased
118	EARNEST Partners Atlanta, Georgia	$83.8M	-$666K	2	0.91%	Reduced
119	HAM HHR Asset Management Berkeley Heights, New Jersey	$82.8M	-$4.41M	1	4.22%	Reduced
120	USSCPF United States Steel & Carnegie Pension Fund New York	$82.2M	$0	1	1.9%	Maintained
121	Federated Hermes Pittsburgh, Pennsylvania	$81.2M	+$24M	8	0.24%	Increased
122	Numeric Investors Boston, Massachusetts	$81M	+$40.3M	6	0.72%	Increased
123	State of Wisconsin Investment Board Madison, Wisconsin	$78.2M	-$1.54M	7	0.32%	Reduced
124	FS Feinberg Stephen	$75M	$0	1	23.91%	Maintained
125	SCCM Schafer Cullen Capital Management New York	$74.6M	-$602K	4	0.91%	Reduced