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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	Frontier Capital Management Boston, Massachusetts	$128M	-$1.28M	3	0.9%	Reduced
102	APG Asset Management Amsterdam, Netherlands	$127M	-$23.8M	3	0.23%	Reduced
103	Axa Paris, France	$124M	+$42.2M	6	0.47%	Increased
104	Assenagon Asset Management Senningerberg, Luxembourg	$121M	+$122M	2	1.4%	Increased
105	Global X Management Company New York	$119M	-$1.87M	14	2.12%	Reduced
106	Kovitz Investment Group Partners Chicago, Illinois	$114M	+$529K	2	5.32%	Increased
107	OppenheimerFunds New York	$114M	+$27.8M	10	0.14%	Increased
108	Alyeska Investment Group Chicago, Illinois	$114M	+$55.9M	3	1.02%	Increased
109	LSV Asset Management Chicago, Illinois	$108M	+$99.1M	5	0.17%	Increased
110	Two Sigma Investments New York	$107M	-$16M	12	0.32%	Reduced
111	EARNEST Partners Atlanta, Georgia	$106M	+$469K	8	0.99%	Increased
112	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$104M	-$1.44M	10	0.2%	Reduced
113	State of Wisconsin Investment Board Madison, Wisconsin	$104M	+$8.55M	8	0.3%	Increased
114	Homestead Advisers Arlington, Virginia	$103M	-$17.8M	2	1.62%	Reduced
115	Waddell & Reed Financial Overland Park, Kansas	$99.5M	+$7.94M	2	0.23%	Increased
116	SCCM Schafer Cullen Capital Management New York	$99.2M	-$8.17M	3	1.28%	Reduced
117	HCM Highfields Capital Management Boston, Massachusetts	$98.6M	$0	1	1.08%	Maintained
118	Canada Life Winnipeg, Manitoba, Canada	$98.4M	+$6.79M	15	0.23%	Increased
119	Stifel Financial St. Louis, Missouri	$98M	+$10.6M	10	0.3%	Increased
120	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$97.6M	+$3.38M	21	0.11%	Increased
121	Silvercrest Asset Management New York	$96.4M	+$1.95M	3	0.9%	Increased
122	Cooke & Bieler Philadelphia, Pennsylvania	$93.1M	+$15.7M	1	1.67%	Increased
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$92.7M	+$2.1M	13	0.23%	Increased
124	ABC Anchor Bolt Capital Chicago, Illinois	$91M	+$19.7M	4	3.99%	Increased
125	Hotchkis & Wiley Capital Management Los Angeles, California	$89.6M	-$13.6M	6	0.34%	Reduced