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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	Jane Street New York	$87.2M	+$45M	9	0.09%	Increased
127	Bahl & Gaynor Cincinnati, Ohio	$85.6M	+$35.9M	3	0.75%	Increased
128	LPU Lansdowne Partners (UK) London, United Kingdom	$85M	+$45.2M	1	4.71%	Increased
129	Baird Financial Group Milwaukee, Wisconsin	$84.9M	-$14.5M	10	0.39%	Reduced
130	Nordea Investment Management Stockholm, Sweden	$84.5M	-$44.6M	5	0.2%	Reduced
131	ECP ControlCo Summit, New Jersey	$84.4M	$0	1	15.97%	Maintained
132	New York State Teachers Retirement System (NYSTRS) Albany, New York	$83.6M	-$3.89M	13	0.25%	Reduced
133	Fuller & Thaler Asset Management San Mateo, California	$81M	+$16.9M	3	1.37%	Increased
134	Hudson Bay Capital Management Stamford, Connecticut	$80.4M	+$61.5M	5	2.01%	Increased
135	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$80.4M	+$9.13M	15	0.09%	Increased
136	CC Carlson Capital Dallas, Texas	$79.6M	+$38.7M	4	2.1%	Increased
137	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$79.5M	-$19.4M	7	0.21%	Reduced
138	Boston Trust Walden Boston, Massachusetts	$78.7M	+$4.6M	2	1.25%	Increased
139	EARNEST Partners Atlanta, Georgia	$77.6M	+$2.57M	8	0.87%	Increased
140	SEI Investments Oaks, Pennsylvania	$75.6M	+$3.1M	14	0.28%	Increased
141	Axa Paris, France	$74.1M	+$15.3M	9	0.37%	Increased
142	KBC Group Brussels, Belgium	$73.1M	-$17.4M	14	0.61%	Reduced
143	SG Americas Securities New York	$71.9M	-$87M	16	0.67%	Reduced
144	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$71.8M	-$11.6M	2	3.38%	Reduced
145	Handelsbanken Fonder Stockholm, Sweden	$70.2M	+$40.7M	3	1.51%	Increased
146	STRS Ohio Columbus, Ohio	$69.2M	+$8.65M	14	0.36%	Increased
147	LCM Lomas Capital Management New York	$68.6M	-$1.82M	1	6.84%	Reduced
148	HA HHLR Advisors Grand Cayman, Cayman Islands	$68.3M	+$81.1M	1	0.92%	New
149	LPC Lion Point Capital New York	$68.2M	-$2.1M	1	17.99%	Reduced
150	Treasurer of the State of North Carolina Raleigh, North Carolina	$67.6M	+$8.66M	7	0.6%	Increased