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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
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$94.7M -$27.3M 1 2.41% Reduced
127
Glenmede Trust
Glenmede Trust
Pennsylvania
$94.2M +$11.6M 10 0.87% Increased
128
Gotham Asset Management
Gotham Asset Management
New York
$93.8M +$36.5M 8 1.41% Increased
129
SM
Stratton Management
Pennsylvania
$92.1M +$488K 4 4.23% Increased
130
1919 Investment Counsel
1919 Investment Counsel
Maryland
$91M +$6.54M 5 1.86% Increased
131
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$89.4M -$49.9M 7 0.2% Reduced
132
ING Group
ING Group
Netherlands
$88.4M +$28.8M 4 0.47% Increased
133
SG Americas Securities
SG Americas Securities
New York
$87.8M +$12.6M 10 0.38% Increased
134
AQR Capital Management
AQR Capital Management
Connecticut
$86.6M +$37M 8 0.26% Increased
135
CCI
Columbus Circle Investors
$85.8M +$64.2M 3 0.57% Increased
136
Axa
Axa
France
$85.1M +$5.1M 6 0.37% Increased
137
TCM
Tiger Consumer Management
New York
$84M +$11.6M 1 3.85% Increased
138
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$83.8M +$11.8M 4 0.13% Increased
139
Federated Hermes
Federated Hermes
Pennsylvania
$83.6M +$16.8M 9 0.28% Increased
140
SCCM
Schafer Cullen Capital Management
New York
$83.5M -$13.8M 1 0.81% Reduced
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$81.3M -$129M 12 0.04% Reduced
142
APG Asset Management
APG Asset Management
Netherlands
$80.8M +$24.4M 5 0.21% Increased
143
ACM
Atlanta Capital Management
Georgia
$79.8M -$1.88M 1 0.55% Reduced
144
Panagora Asset Management
Panagora Asset Management
Massachusetts
$79M -$12.6M 11 0.37% Reduced
145
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$77.7M -$69.4M 10 0.4% Reduced
146
Swiss National Bank
Swiss National Bank
Switzerland
$75.8M -$3.27M 13 0.3% Reduced
147
Wedge Capital Management
Wedge Capital Management
North Carolina
$74.5M -$3.24M 3 0.78% Reduced
148
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$73.7M -$41.7M 1 2.28% Reduced
149
BlackRock Japan
BlackRock Japan
Japan
$73.5M -$5.05M 6 0.33% Reduced
150
Legal & General Group
Legal & General Group
United Kingdom
$73.1M +$57.6M 7 0.09% Increased
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