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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	OCAM Owl Creek Asset Management New York	$349M	+$22M	4	15.57%	Increased
127	Swedbank Stockholm, Sweden	$339M	+$767K	4	0.63%	Increased
128	Asset Management One Tokyo, Japan	$337M	+$6.85M	5	1.29%	Increased
129	SG Americas Securities New York	$330M	+$246M	23	1.55%	Increased
130	Mitsubishi UFJ Asset Management Tokyo, Japan	$325M	+$41.4M	13	1.6%	Increased
131	Aviva London, United Kingdom	$320M	-$7.17M	4	1.43%	Reduced
132	Royce & Associates New York	$319M	-$31.9M	15	2.39%	Reduced
133	JP Morgan Private Wealth Advisors San Francisco, California	$319M	+$56.6M	8	0.78%	Increased
134	Capital International Inc Los Angeles, California	$311M	-$2.46M	2	3%	Reduced
135	AIG American International Group New York	$310M	-$7.03M	21	1.66%	Reduced
136	Envestnet Asset Management Chicago, Illinois	$310M	-$9.81M	20	0.17%	Reduced
137	Aberdeen Group Edinburgh, United Kingdom	$310M	-$16.8M	6	0.7%	Reduced
138	Treasurer of the State of North Carolina Raleigh, North Carolina	$301M	+$7.88M	7	1.74%	Increased
139	Viking Global Investors Stamford, Connecticut	$298M	+$271M	1	0.82%	New
140	BNP Paribas Financial Markets Paris, France	$294M	-$587M	21	0.42%	Reduced
141	Baird Financial Group Milwaukee, Wisconsin	$277M	-$2.66M	12	0.71%	Reduced
142	Fiduciary Management Inc Milwaukee, Wisconsin	$276M	-$45.7M	2	2.06%	Reduced
143	Axa Paris, France	$276M	-$9.68M	11	0.77%	Reduced
144	Lord, Abbett & Co Jersey City, New Jersey	$275M	+$210M	4	0.66%	Increased
145	Robeco Institutional Asset Management Rotterdam, Netherlands	$261M	-$25.6M	4	0.58%	Reduced
146	STRS Ohio Columbus, Ohio	$260M	-$15.4M	19	0.98%	Reduced
147	LPU Lansdowne Partners (UK) London, United Kingdom	$253M	-$3.94M	2	11.91%	Reduced
148	Panagora Asset Management Boston, Massachusetts	$247M	-$17.4M	11	1.32%	Reduced
149	Handelsbanken Fonder Stockholm, Sweden	$246M	+$3.91M	13	1.29%	Increased
150	Mackenzie Financial Toronto Ontario, Ontario, Canada	$243M	+$11.1M	7	0.34%	Increased