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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
ACM
Argent Capital Management
Missouri
$73.8M -$1.02M 2 4.49% Reduced
127
Westfield Capital Management
Westfield Capital Management
Massachusetts
$73M -$232K 1 0.47% Reduced
128
Principal Financial Group
Principal Financial Group
Iowa
$72.1M -$4.31M 9 0.15% Reduced
129
Gabelli Funds
Gabelli Funds
New York
$72.1M -$8.4M 4 0.41% Reduced
130
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$72M +$8.59M 1 0.29% Increased
131
Swiss National Bank
Swiss National Bank
Switzerland
$71.8M +$4.56M 13 0.3% Increased
132
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.4M +$48.7M 15 0.12% Increased
133
Munder Capital Management
Munder Capital Management
Michigan
$71.2M +$550K 5 0.57% Increased
134
BlackRock Japan
BlackRock Japan
Japan
$70.8M +$10.6M 6 0.34% Increased
135
Two Sigma Investments
Two Sigma Investments
New York
$70.1M -$76.3M 10 0.45% Reduced
136
First Trust Advisors
First Trust Advisors
Illinois
$69.3M +$9.23M 14 0.38% Increased
137
SCM
Snow Capital Management
Pennsylvania
$69.3M +$7.49M 1 3.09% Increased
138
BAMCO Inc
BAMCO Inc
New York
$69.3M +$37.2K 2 0.32% Increased
139
Millennium Management
Millennium Management
New York
$68.5M -$29.9M 10 0.22% Reduced
140
DL
Delta Lloyd
Netherlands
$65.6M -$671K 5 2.52% Reduced
141
Ninety One (UK)
Ninety One (UK)
United Kingdom
$65.2M -$229K 1 0.48% Reduced
142
TI
Turner Investments
Pennsylvania
$64.7M -$8.63M 10 1.07% Reduced
143
1919 Investment Counsel
1919 Investment Counsel
Maryland
$64.6M +$13.6M 5 1.45% Increased
144
NAP
New Amsterdam Partners
New York
$64M -$1.82M 3 4.28% Reduced
145
GC
GMT Capital
Georgia
$63.5M -$12.2M 1 1.46% Reduced
146
Great Lakes Advisors
Great Lakes Advisors
Illinois
$63.3M -$464K 1 2.84% Reduced
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63M +$806K 7 0.34% Increased
148
ACM
Andor Capital Management
New York
$62.8M +$3.71M 1 4.67% Increased
149
D.E. Shaw & Co
D.E. Shaw & Co
New York
$62.7M -$47.9M 6 0.1% Reduced
150
TAM
Third Avenue Management
New York
$62.7M +$2.84M 1 1.21% Increased
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