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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
FS
Feinberg Stephen
$87.5M $0 1 5.9% Maintained
127
Miller Howard Investments
Miller Howard Investments
New York
$87.2M +$5.54M 3 2.09% Increased
128
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$86.7M +$1.68M 4 0.93% Increased
129
GA
Greenhaven Associates
New York
$84M +$43.9M 1 1.26% Increased
130
SCM
SG Capital Management
Illinois
$82.7M +$76M 2 13.65% Increased
131
SEI Investments
SEI Investments
Pennsylvania
$82.5M +$21.6M 17 0.28% Increased
132
HAM
HHR Asset Management
New Jersey
$82M -$11.8M 1 4.39% Reduced
133
TD Asset Management
TD Asset Management
Ontario, Canada
$81.6M -$55.9M 4 0.12% Reduced
134
Wedge Capital Management
Wedge Capital Management
North Carolina
$81.5M -$22.1M 4 0.8% Reduced
135
STRS Ohio
STRS Ohio
Ohio
$81.2M -$416K 13 0.35% Reduced
136
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$80.8M +$9.48M 8 0.41% Increased
137
KBC Group
KBC Group
Belgium
$80.7M +$29.3M 11 0.7% Increased
138
Westwood Holdings Group
Westwood Holdings Group
Texas
$79.2M +$30.5M 3 0.67% Increased
139
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.9M +$8.58M 7 0.36% Increased
140
Panagora Asset Management
Panagora Asset Management
Massachusetts
$78.6M +$9.82M 14 0.31% Increased
141
SG Americas Securities
SG Americas Securities
New York
$77.3M +$43.4M 16 0.7% Increased
142
DnB Asset Management
DnB Asset Management
Norway
$77.2M -$15M 4 0.91% Reduced
143
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$76.2M +$12.7M 6 0.15% Increased
144
Aperio Group
Aperio Group
California
$76.1M +$873K 13 0.36% Increased
145
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.1M -$3.18M 6 0.12% Reduced
146
Sterling Capital Management
Sterling Capital Management
North Carolina
$75M -$4.22M 4 0.7% Reduced
147
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$74.4M +$526K 1 2.17% Increased
148
Boston Trust Walden
Boston Trust Walden
Massachusetts
$74.4M -$6.45M 2 1.09% Reduced
149
YCMGA
York Capital Management Global Advisors
New York
$73.4M +$76.1M 1 1.79% New
150
Regions Financial Corp
Regions Financial Corp
Alabama
$72.2M -$915K 9 0.82% Reduced
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