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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
Citadel Advisors
Citadel Advisors
Florida
$441M -$97.4M 28 0.09% Reduced
127
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$439M -$51.4M 5 1.77% Reduced
128
Los Angeles Capital Management
Los Angeles Capital Management
California
$430M -$23M 13 1.73% Reduced
129
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$424M -$23.4M 9 1.9% Reduced
130
AMF Tjänstepension
AMF Tjänstepension
Sweden
$413M -$94.7M 3 3.8% Reduced
131
AQR Capital Management
AQR Capital Management
Connecticut
$398M -$16.8M 20 0.85% Reduced
132
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$395M +$15.8M 8 2.07% Increased
133
ECP
Electron Capital Partners
New York
$392M +$4.53M 5 16.88% Increased
134
HighTower Advisors
HighTower Advisors
Illinois
$385M +$36.6M 18 0.76% Increased
135
Asset Management One
Asset Management One
Japan
$382M +$14.1M 5 1.62% Increased
136
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$376M +$6.13M 14 2.01% Increased
137
AGF Management
AGF Management
Ontario, Canada
$371M +$75.3M 6 2.69% Increased
138
Nomura Asset Management
Nomura Asset Management
Japan
$364M +$6.33M 13 1.68% Increased
139
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$350M -$40.2M 14 1.47% Reduced
140
Truist Financial
Truist Financial
North Carolina
$348M +$3.26M 12 0.58% Increased
141
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$347M +$9M 17 0.71% Increased
142
AIG
American International Group
New York
$342M +$9.87M 26 2.09% Increased
143
Royal London Asset Management
Royal London Asset Management
United Kingdom
$342M +$46.1M 3 1.11% Increased
144
Fred Alger Management
Fred Alger Management
New York
$341M -$62.4M 5 1.74% Reduced
145
Westfield Capital Management
Westfield Capital Management
Massachusetts
$340M +$26.8M 3 2.16% Increased
146
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$340M +$18.1M 1 8.08% Increased
147
Congress Asset Management
Congress Asset Management
Massachusetts
$339M +$2.69M 4 2.94% Increased
148
Osaic Holdings
Osaic Holdings
Arizona
$338M +$1.55M 33 0.61% Increased
149
Frontier Capital Management
Frontier Capital Management
Massachusetts
$338M -$12M 4 3.24% Reduced
150
Bahl & Gaynor
Bahl & Gaynor
Ohio
$337M -$80.8M 3 2.05% Reduced
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