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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
126
AP
Alydar Partners
Massachusetts
$67.5M +$62.7M 2 3.64% New
127
Wasatch Advisors
Wasatch Advisors
Utah
$67M +$47M 1 0.73% New
128
SCCM
Schafer Cullen Capital Management
New York
$65.7M +$67.2M 1 0.79% New
129
Principal Financial Group
Principal Financial Group
Iowa
$65.7M +$64.9M 10 0.15% New
130
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.5M +$62.9M 4 1.1% New
131
Westfield Capital Management
Westfield Capital Management
Massachusetts
$65M +$68.2M 1 0.45% New
132
Natixis Advisors
Natixis Advisors
Massachusetts
$65M +$65.1M 6 1.29% New
133
ICM
IronBridge Capital Management
Illinois
$64.7M +$63M 3 1.27% New
134
DL
Delta Lloyd
Netherlands
$64.5M +$66.4M 3 2.48% New
135
BM
Bridger Management
New York
$64.4M +$45.2M 1 4.74% New
136
PGGM Investments
PGGM Investments
Netherlands
$62.8M +$60.1M 1 0.37% New
137
NAP
New Amsterdam Partners
New York
$62.6M +$64.8M 3 3.34% New
138
Great Lakes Advisors
Great Lakes Advisors
Illinois
$61M +$58.4M 1 2.86% New
139
Federated Hermes
Federated Hermes
Pennsylvania
$61M +$60.4M 7 0.24% New
140
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$60.5M +$57.9M 1 0.25% New
141
Axa
Axa
France
$60.1M +$60.4M 6 0.32% New
142
EA
Ecofin Advisors
United Kingdom
$59.9M +$74.4M 4 13.59% New
143
SCM
Snow Capital Management
Pennsylvania
$58.9M +$56.5M 1 2.73% New
144
Ninety One (UK)
Ninety One (UK)
United Kingdom
$58.1M +$61M 1 0.45% New
145
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$57.9M +$58.6M 4 0.33% New
146
Swiss National Bank
Swiss National Bank
Switzerland
$57.7M +$54.7M 13 0.25% New
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.6M +$54.3M 7 0.33% New
148
Munder Capital Management
Munder Capital Management
Michigan
$56.6M +$58M 5 0.48% New
149
Barclays
Barclays
United Kingdom
$55.6M +$50.5M 18 0.07% New
150
NCGI
Next Century Growth Investors
Minnesota
$55.5M +$50.9M 1 1.78% New
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