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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
Clear Street
Clear Street
New York
$322M +$308M 1 7.94% New
152
Osaic Holdings
Osaic Holdings
Arizona
$322M -$107M 33 0.56% Reduced
153
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$316M +$15.4M 12 0.48% Increased
154
Fred Alger Management
Fred Alger Management
New York
$310M -$73.1M 4 1.67% Reduced
155
AIG
American International Group
New York
$307M -$10.7M 26 1.27% Reduced
156
CET
Clean Energy Transition
United Kingdom
$305M +$31M 3 30.23% Increased
157
ECP
Electron Capital Partners
New York
$304M -$31.6M 4 12.82% Reduced
158
Eagle Asset Management
Eagle Asset Management
Florida
$301M -$31.2M 7 1.61% Reduced
159
Lazard Asset Management
Lazard Asset Management
New York
$300M +$1.92M 17 0.38% Increased
160
KBC Group
KBC Group
Belgium
$294M -$23.8M 16 1.04% Reduced
161
Rafferty Asset Management
Rafferty Asset Management
New York
$294M +$6.41M 5 1.24% Increased
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$286M +$39.6M 4 1.26% Increased
163
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$284M -$14.9M 1 6.55% Reduced
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
$284M -$87.9M 3 2.43% Reduced
165
SPT
Siemens Pension Trust
Germany
$281M -$149M 1 100% Reduced
166
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$279M -$7.02M 4 2.51% Reduced
167
SDH
Sloy Dahl & Holst
Washington
$278M -$944K 1 57.02% Reduced
168
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$275M +$25.1M 11 0.73% Increased
169
Royce & Associates
Royce & Associates
New York
$275M -$118K 11 2.54% Reduced
170
STRS Ohio
STRS Ohio
Ohio
$271M -$22.3M 15 1.13% Reduced
171
Baird Financial Group
Baird Financial Group
Wisconsin
$268M +$3.71M 14 0.61% Increased
172
Silvercrest Asset Management
Silvercrest Asset Management
New York
$267M +$11.9M 5 1.89% Increased
173
Vontobel Holding
Vontobel Holding
Switzerland
$266M +$47.3M 14 2.23% Increased
174
CIBC World Markets
CIBC World Markets
New York
$265M +$90.5M 4 1.45% Increased
175
DnB Asset Management
DnB Asset Management
Norway
$263M +$586K 7 1.37% Increased
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