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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
Nomura Asset Management
Nomura Asset Management
Japan
$286M +$9.6M 13 1.82% Increased
152
Westfield Capital Management
Westfield Capital Management
Massachusetts
$282M -$708K 3 2.24% Reduced
153
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$280M +$6.12M 16 0.72% Increased
154
Man Group
Man Group
United Kingdom
$279M +$295M 17 1.3% New
155
SDH
Sloy Dahl & Holst
Washington
$273M +$2.36M 1 57.63% Increased
156
1832 Asset Management
1832 Asset Management
Ontario, Canada
$268M +$186M 5 0.5% Increased
157
MetLife Investment Management
MetLife Investment Management
New Jersey
$261M +$7.63M 23 2.17% Increased
158
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$261M +$10.8M 14 1.89% Increased
159
Hyperion Asset Management
Hyperion Asset Management
Australia
$260M -$31.7M 1 15.11% Reduced
160
Osaic Holdings
Osaic Holdings
Arizona
$259M +$9.32M 36 0.59% Increased
161
Royce & Associates
Royce & Associates
New York
$257M -$31.6M 15 2.9% Reduced
162
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$254M -$7.98M 2 2.67% Reduced
163
Baird Financial Group
Baird Financial Group
Wisconsin
$251M -$9.45M 10 0.74% Reduced
164
Panagora Asset Management
Panagora Asset Management
Massachusetts
$250M -$2.38M 9 1.73% Reduced
165
Royal London Asset Management
Royal London Asset Management
United Kingdom
$248M -$12.8M 3 1.26% Reduced
166
Frontier Capital Management
Frontier Capital Management
Massachusetts
$246M -$20.3M 4 2.88% Reduced
167
KBC Group
KBC Group
Belgium
$243M +$92M 13 1.26% Increased
168
Candriam SCA
Candriam SCA
Luxembourg
$239M +$84.8M 3 1.69% Increased
169
Marshall Wace
Marshall Wace
United Kingdom
$234M -$228M 16 0.51% Reduced
170
Amalgamated Bank
Amalgamated Bank
New York
$233M +$7.9M 23 2.24% Increased
171
Creative Planning
Creative Planning
Kansas
$231M +$817K 14 0.4% Increased
172
SI
Standard Investments
New York
$231M -$91.5M 2 10.55% Reduced
173
Truist Financial
Truist Financial
North Carolina
$230M -$8.07M 13 0.44% Reduced
174
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$228M -$4.57M 1 1.09% Reduced
175
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$226M -$53.2M 8 0.39% Reduced
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