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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.1M -$23.2M 9 0.17% Reduced
127
Citadel Advisors
Citadel Advisors
Florida
$88.3M -$105M 16 0.05% Reduced
128
HSBC Holdings
HSBC Holdings
United Kingdom
$86.6M +$20.9M 9 0.13% Increased
129
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.4M -$4.14M 6 0.13% Reduced
130
Miller Howard Investments
Miller Howard Investments
New York
$85.1M +$24.4M 1 1.85% Increased
131
TPCM
Tide Point Capital Management
Connecticut
$79.7M -$2.93M 2 5.44% Reduced
132
Great Lakes Advisors
Great Lakes Advisors
Illinois
$79.1M -$9.97M 2 1.74% Reduced
133
Ninety One (UK)
Ninety One (UK)
United Kingdom
$77.4M +$1.69M 2 0.32% Increased
134
Regions Financial Corp
Regions Financial Corp
Alabama
$76.7M +$25.8K 9 0.83% Increased
135
Aperio Group
Aperio Group
California
$76.5M +$5.27M 12 0.39% Increased
136
OCAM
Owl Creek Asset Management
New York
$76.4M +$7.97M 1 1.86% Increased
137
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$76.4M -$11.5M 6 0.16% Reduced
138
HAM
HHR Asset Management
New Jersey
$74.8M +$2.52M 1 4.17% Increased
139
Sterling Capital Management
Sterling Capital Management
North Carolina
$73.3M +$8.93M 5 0.66% Increased
140
Axa
Axa
France
$72.9M +$34M 6 0.29% Increased
141
Hood River Capital Management
Hood River Capital Management
Florida
$71.7M -$12.1M 2 4.15% Reduced
142
CIP
Champlain Investment Partners
Vermont
$70.9M -$8.4M 1 0.8% Reduced
143
Caxton Associates (New York)
Caxton Associates (New York)
New York
$67.7M +$53M 4 3.33% Increased
144
SEI Investments
SEI Investments
Pennsylvania
$67.3M +$5.83M 14 0.23% Increased
145
STRS Ohio
STRS Ohio
Ohio
$66.5M -$2.06M 9 0.28% Reduced
146
Calamos Advisors
Calamos Advisors
Illinois
$66.3M -$8.19M 4 0.34% Reduced
147
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$64.4M -$29.8M 4 0.74% Reduced
148
Westwood Holdings Group
Westwood Holdings Group
Texas
$63.9M +$6.72M 2 0.48% Increased
149
AHL Partners
AHL Partners
United Kingdom
$62.7M -$3.21M 9 0.98% Reduced
150
KeyBank National Association
KeyBank National Association
Ohio
$62.7M -$1.05M 6 0.36% Reduced
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