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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
1919 Investment Counsel
1919 Investment Counsel
Maryland
$82.9M +$3.12M 5 1.7% Increased
127
Bessemer Group
Bessemer Group
New Jersey
$80.7M +$83.6M 7 0.46% Increased
128
DnB Asset Management
DnB Asset Management
Norway
$79.3M +$30.2M 3 1.75% Increased
129
SC
Stralem & Co
New York
$77.6M -$10.2M 1 3.12% Reduced
130
SM
Stratton Management
Pennsylvania
$76M -$1.41M 4 3.43% Reduced
131
D.E. Shaw & Co
D.E. Shaw & Co
New York
$75.8M +$14.4M 13 0.1% Increased
132
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$73.6M -$1.18M 1 0.4% Reduced
133
BlackRock Japan
BlackRock Japan
Japan
$73.2M +$4.51M 5 0.32% Increased
134
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$73M +$38.4M 16 0.06% Increased
135
TCM
Tiger Consumer Management
New York
$72.4M -$41M 1 3.61% Reduced
136
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$71.3M +$1.25M 1 1.83% Increased
137
UBS O'Connor
UBS O'Connor
Illinois
$70.8M +$42.6M 5 1.22% Increased
138
SCCM
Schafer Cullen Capital Management
New York
$70.1M +$10.6M 2 0.67% Increased
139
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$69.8M -$674K 2 0.14% Reduced
140
Swiss National Bank
Swiss National Bank
Switzerland
$69.5M -$197K 13 0.27% Reduced
141
City National Bank
City National Bank
Delaware
$69.1M +$2.24M 3 0.63% Increased
142
SG Americas Securities
SG Americas Securities
New York
$68.5M -$597K 9 0.4% Reduced
143
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$68.3M -$8.16M 4 0.09% Reduced
144
NFA
Nationwide Fund Advisors
Ohio
$67.4M -$2.75M 15 0.29% Reduced
145
ING Group
ING Group
Netherlands
$67.4M -$15.3M 3 0.39% Reduced
146
Lyrical Asset Management
Lyrical Asset Management
New York
$66.2M +$13.7M 1 2.58% Increased
147
DL
Delta Lloyd
Netherlands
$66.1M +$8.18M 3 0.6% Increased
148
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$66.1M -$4.29M 6 0.38% Reduced
149
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$65.9M -$38.9M 5 0.54% Reduced
150
Miller Howard Investments
Miller Howard Investments
New York
$65.4M +$38.5M 3 1.01% Increased
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