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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
AIG
American International Group
New York
$312M -$11.5M 26 2.02% Reduced
152
Robeco Schweiz
Robeco Schweiz
Switzerland
$307M +$62.3M 6 5.19% Increased
153
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$306M +$11.1M 14 1.71% Increased
154
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$302M -$23M 1 7.72% Reduced
155
Storebrand Asset Management
Storebrand Asset Management
Norway
$299M +$43.7M 10 1.43% Increased
156
Eagle Asset Management
Eagle Asset Management
Florida
$295M +$5.54M 7 1.75% Increased
157
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$294M +$397M 11 1.51% Increased
158
Wolverine Trading
Wolverine Trading
Illinois
$291M +$284M 9 0.3% Increased
159
STRS Ohio
STRS Ohio
Ohio
$291M -$12.4M 17 1.29% Reduced
160
Rafferty Asset Management
Rafferty Asset Management
New York
$288M +$58.5M 4 1.69% Increased
161
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$285M -$7.69M 7 2.04% Reduced
162
SDH
Sloy Dahl & Holst
Washington
$281M -$33.5M 1 61.09% Reduced
163
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$280M +$4.32M 4 2.7% Increased
164
Lazard Asset Management
Lazard Asset Management
New York
$279M -$8.34M 17 0.38% Reduced
165
Two Sigma Investments
Two Sigma Investments
New York
$279M +$133M 17 0.75% Increased
166
Squarepoint
Squarepoint
New York
$265M +$166M 16 0.66% Increased
167
MetLife Investment Management
MetLife Investment Management
New Jersey
$264M -$2.63M 25 2.06% Reduced
168
Royce & Associates
Royce & Associates
New York
$263M -$16.1M 13 2.68% Reduced
169
SEI Investments
SEI Investments
Pennsylvania
$262M +$10.5M 21 0.47% Increased
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$259M +$60.5M 5 1.22% Increased
171
Creative Planning
Creative Planning
Kansas
$258M +$16.2M 15 0.34% Increased
172
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$258M +$41M 12 0.43% Increased
173
DnB Asset Management
DnB Asset Management
Norway
$257M +$13.9M 7 1.54% Increased
174
PCM
Prime Capital Management
Hong Kong
$257M $0 1 49.95% Maintained
175
Corient Private Wealth
Corient Private Wealth
Florida
$254M +$7.78M 11 0.58% Increased
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