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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
151	Lord, Abbett & Co Jersey City, New Jersey	$255M	-$72.8M	3	0.9%	Reduced
152	Zevenbergen Capital Investments Edmonds, Washington	$254M	-$32.9M	1	11.63%	Reduced
153	Fiduciary Management Inc Milwaukee, Wisconsin	$251M	+$20.8M	2	2.38%	Increased
154	Royce & Associates New York	$250M	-$4.83K	15	2.57%	Reduced
155	Westfield Capital Management Boston, Massachusetts	$247M	+$101M	3	1.95%	Increased
156	Hyperion Asset Management Brisbane, Australia	$246M	+$3.71M	1	14.36%	Increased
157	Commonwealth Equity Services Waltham, Massachusetts	$239M	+$15.8M	17	0.62%	Increased
158	Nomura Asset Management Tokyo, Japan	$239M	+$55.4M	13	1.49%	Increased
159	SDH Sloy Dahl & Holst Vancouver, Washington	$229M	+$2.17M	1	54.68%	Increased
160	Baird Financial Group Milwaukee, Wisconsin	$229M	+$7.18M	11	0.63%	Increased
161	Balyasny Asset Management Chicago, Illinois	$228M	+$192M	9	0.74%	Increased
162	ECP Electron Capital Partners New York	$227M	+$20.6M	4	10.66%	Increased
163	OCAM Owl Creek Asset Management New York	$227M	-$6.87M	3	7.94%	Reduced
164	Voloridge Investment Management Jupiter, Florida	$225M	+$140M	6	1.17%	Increased
165	Royal London Asset Management United Kingdom	$223M	+$6.56M	2	1.03%	Increased
166	Truist Financial Charlotte, North Carolina	$222M	+$8.23M	13	0.41%	Increased
167	MetLife Investment Management Whippany, New Jersey	$218M	-$4.81M	22	1.69%	Reduced
168	Osaic Holdings Scottsdale, Arizona	$217M	+$12.4M	35	0.48%	Increased
169	Panagora Asset Management Boston, Massachusetts	$214M	-$12.1M	8	1.4%	Reduced
170	Teacher Retirement System of Texas Austin, Texas	$214M	-$28.4M	13	1.44%	Reduced
171	Diamond Hill Capital Management Columbus, Ohio	$208M	-$16.3M	1	0.91%	Reduced
172	Man Group London, United Kingdom	$206M	-$123M	0	–	Closed
173	Assenagon Asset Management Senningerberg, Luxembourg	$201M	+$127M	8	0.74%	Increased
174	MN Services Vermogensbeheer The Hague, Netherlands	$199M	-$127M	3	1.86%	Reduced
175	Clear Street New York	$199M	+$105M	1	8.54%	Increased