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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
SG Americas Securities
SG Americas Securities
New York
$88.9M +$61M 18 0.82% Increased
127
PGGM Investments
PGGM Investments
Netherlands
$87.5M $0 1 0.45% Maintained
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$87.1M -$5.91M 10 0.25% Reduced
129
LPC
Lion Point Capital
New York
$86.4M +$15.4M 1 7.81% Increased
130
Silvercrest Asset Management
Silvercrest Asset Management
New York
$85.6M +$879K 3 0.84% Increased
131
TCW Group
TCW Group
California
$85.3M -$6.93M 3 0.82% Reduced
132
Boston Trust Walden
Boston Trust Walden
Massachusetts
$84.4M +$7.29M 2 1.15% Increased
133
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$83.7M +$12.5M 7 0.16% Increased
134
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$78.3M +$4.53M 3 0.96% Increased
135
STRS Ohio
STRS Ohio
Ohio
$77.9M +$8.14M 14 0.35% Increased
136
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$77.8M -$3.41M 12 0.57% Reduced
137
Aperio Group
Aperio Group
California
$76M -$3.79M 15 0.33% Reduced
138
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.6M +$56.7M 9 0.18% Increased
139
OppenheimerFunds
OppenheimerFunds
New York
$75.2M -$4.63M 11 0.09% Reduced
140
SEI Investments
SEI Investments
Pennsylvania
$73.7M +$4.04M 19 0.25% Increased
141
Regions Financial Corp
Regions Financial Corp
Alabama
$73.5M -$1.9M 10 0.85% Reduced
142
IP
Interval Partners
New York
$73.3M -$23.7M 3 2.81% Reduced
143
Panagora Asset Management
Panagora Asset Management
Massachusetts
$70.8M -$5.15M 16 0.31% Reduced
144
SCCM
Schafer Cullen Capital Management
New York
$69.5M +$2.39M 3 1.02% Increased
145
Baird Financial Group
Baird Financial Group
Wisconsin
$69.3M -$15.7M 7 0.41% Reduced
146
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$68.4M +$7.42M 5 0.77% Increased
147
Sterling Capital Management
Sterling Capital Management
North Carolina
$67.7M -$13.3M 5 0.67% Reduced
148
Fidelity International
Fidelity International
Bermuda
$66.9M +$27.4M 3 0.1% Increased
149
OPFM
Optimus Prime Fund Management
Cayman Islands
$66.8M $0 1 24.37% Maintained
150
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$66.7M -$1.5M 2 0.51% Reduced
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