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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
Man Group
Man Group
United Kingdom
$698M +$129M 18 1.21% Increased
152
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$687M +$24.9M 24 2.72% Increased
153
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$660M -$27.6M 20 0.86% Reduced
154
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$659M +$28.7M 7 0.4% Increased
155
Alyeska Investment Group
Alyeska Investment Group
Illinois
$658M +$413M 8 1.99% Increased
156
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$640M +$7.18M 5 4.14% Increased
157
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$640M +$130M 25 0.74% Increased
158
Natixis
Natixis
France
$633M -$270M 8 2.94% Reduced
159
Two Sigma Investments
Two Sigma Investments
New York
$629M +$29.8M 20 0.94% Increased
160
Quantinno Capital Management
Quantinno Capital Management
New York
$628M +$132M 22 1.71% Increased
161
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$619M +$17.3M 15 2.28% Increased
162
Lazard Asset Management
Lazard Asset Management
New York
$618M +$68.5M 14 0.83% Increased
163
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$617M -$38.2M 6 3.6% Reduced
164
DnB Asset Management
DnB Asset Management
Norway
$609M +$45.7M 11 2.28% Increased
165
Corient Private Wealth
Corient Private Wealth
Florida
$609M -$12.3M 14 0.96% Reduced
166
AGF Management
AGF Management
Ontario, Canada
$605M -$55.2M 6 2.66% Reduced
167
Rockefeller Capital Management
Rockefeller Capital Management
New York
$603M +$12M 22 1.18% Increased
168
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$600M -$2.71M 16 2% Reduced
169
HCC
Hill City Capital
Massachusetts
$592M +$18.9M 3 25.05% Increased
170
Creative Planning
Creative Planning
Kansas
$591M +$33.2M 25 0.45% Increased
171
William Blair & Company
William Blair & Company
Illinois
$577M -$13.8M 14 1.54% Reduced
172
Westfield Capital Management
Westfield Capital Management
Massachusetts
$575M +$12.9M 4 2.41% Increased
173
Caxton Associates (UK)
Caxton Associates (UK)
$574M -$199M 4 13.56% Reduced
174
Osaic Holdings
Osaic Holdings
Arizona
$574M +$120M 42 0.8% Increased
175
Congress Asset Management
Congress Asset Management
Massachusetts
$556M +$45.6M 8 3.7% Increased
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