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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
Bessemer Group
Bessemer Group
New Jersey
$699M -$1.59M 17 1.13% Reduced
127
Two Sigma Advisers
Two Sigma Advisers
New York
$684M +$37.8M 11 1.4% Increased
128
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$682M +$171M 7 1.1% Increased
129
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$678M +$61.2M 10 2.17% Increased
130
Royal London Asset Management
Royal London Asset Management
United Kingdom
$675M -$49.3M 5 1.54% Reduced
131
D.E. Shaw & Co
D.E. Shaw & Co
New York
$672M -$1.05B 22 0.48% Reduced
132
Truist Financial
Truist Financial
North Carolina
$670M +$14.4M 18 0.98% Increased
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
$665M +$3.48M 5 1.93% Increased
134
Clear Street
Clear Street
New York
$662M +$567M 2 2.64% Increased
135
Axa
Axa
France
$635M +$62.9M 10 1.82% Increased
136
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$629M -$4.94M 9 1.46% Reduced
137
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$619M +$150M 12 0.63% Increased
138
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$613M +$112M 23 1.1% Increased
139
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$608M -$43.4M 11 2.12% Reduced
140
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$603M -$67.6M 8 2.05% Reduced
141
Asset Management One
Asset Management One
Japan
$601M +$9.14M 8 1.88% Increased
142
Caxton Associates (UK)
Caxton Associates (UK)
$594M +$10.7M 6 15.07% Increased
143
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$591M +$28.6M 5 3.4% Increased
144
Nomura Asset Management
Nomura Asset Management
Japan
$586M +$8.68M 17 1.61% Increased
145
Tiger Global Management
Tiger Global Management
New York
$581M +$17.7M 1 1.7% Increased
146
Squarepoint
Squarepoint
New York
$576M -$124M 22 0.6% Reduced
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$575M +$13.5M 17 1.93% Increased
148
Fred Alger Management
Fred Alger Management
New York
$566M +$142M 3 2.53% Increased
149
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$561M -$57.3M 6 0.35% Reduced
150
AGF Management
AGF Management
Ontario, Canada
$556M +$204M 6 2.52% Increased
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