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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	GA Greenhaven Associates Purchase, New York	$82.2M	+$4.92M	1	1.58%	Increased
127	Hotchkis & Wiley Capital Management Los Angeles, California	$81M	-$1.2M	6	0.36%	Reduced
128	New York State Teachers Retirement System (NYSTRS) Albany, New York	$80.1M	-$1.36M	13	0.23%	Reduced
129	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$79.5M	+$77.1M	1	31.17%	New
130	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$79.2M	+$835K	2	0.71%	Increased
131	Canada Life Winnipeg, Manitoba, Canada	$78.4M	+$1.97M	16	0.22%	Increased
132	Sterling Capital Management Charlotte, North Carolina	$77.3M	-$502K	6	0.84%	Reduced
133	Aperio Group Sausalito, California	$75.5M	+$2.47M	15	0.38%	Increased
134	PGGM Investments Zeist, Netherlands	$74.6M	+$22.9M	1	0.43%	Increased
135	Silvercrest Asset Management New York	$74.5M	+$6.06M	3	0.82%	Increased
136	SEI Investments Oaks, Pennsylvania	$70.4M	+$2.09M	17	0.25%	Increased
137	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$69.2M	-$23.6M	6	0.15%	Reduced
138	Miller Howard Investments Kingston, New York	$69M	-$8.96M	3	2.02%	Reduced
139	OppenheimerFunds New York	$68.4M	-$3.97M	11	0.1%	Reduced
140	Panagora Asset Management Boston, Massachusetts	$66.5M	+$35.4M	16	0.31%	Increased
141	STRS Ohio Columbus, Ohio	$66.2M	-$5.41M	12	0.34%	Reduced
142	Jane Street New York	$65.9M	-$8.85M	9	0.14%	Reduced
143	Ceredex Value Advisors Orlando, Florida	$65.7M	+$35.7M	3	0.88%	Increased
144	Boston Trust Walden Boston, Massachusetts	$64.9M	-$1.15M	2	1.03%	Reduced
145	Regions Financial Corp Birmingham, Alabama	$64.8M	-$572K	9	0.81%	Reduced
146	SCCM Schafer Cullen Capital Management New York	$64.6M	-$16.7M	3	1%	Reduced
147	LM Luminus Management Houston, Texas	$64.1M	+$22M	3	1.3%	Increased
148	Hood River Capital Management Palm Beach Gardens, Florida	$63.8M	-$5.92M	3	3.76%	Reduced
149	TD Asset Management Toronto, Ontario, Canada	$63.5M	-$84.3M	4	0.11%	Reduced
150	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$62M	-$23.4M	10	0.08%	Reduced