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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
176
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$48.7M +$204K 13 0.43% Increased
177
Adage Capital Partners
Adage Capital Partners
Massachusetts
$48.5M $0 1 0.14% Maintained
178
TD Asset Management
TD Asset Management
Ontario, Canada
$48.1M -$3.15M 4 0.1% Reduced
179
NCGI
Next Century Growth Investors
Minnesota
$48.1M -$3.34M 1 1.38% Reduced
180
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$47.4M +$165K 2 0.4% Increased
181
Canada Life
Canada Life
Manitoba, Canada
$47.1M +$45M 6 0.19% Increased
182
IAM
Impax Asset Management
New Hampshire
$46.6M +$128K 4 3.11% Increased
183
Two Sigma Advisers
Two Sigma Advisers
New York
$46.2M -$4.36M 11 0.55% Reduced
184
US Bancorp
US Bancorp
Minnesota
$45.6M +$326K 16 0.2% Increased
185
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$45.4M -$1.29M 1 1.02% Reduced
186
USS Investment Management
USS Investment Management
United Kingdom
$44.3M $0 1 0.83% Maintained
187
AQR Capital Management
AQR Capital Management
Connecticut
$44M +$3.67M 10 0.16% Increased
188
Barclays
Barclays
United Kingdom
$43.8M -$21.9M 18 0.05% Reduced
189
PGGM Investments
PGGM Investments
Netherlands
$42.7M -$22.4M 1 0.25% Reduced
190
APG Asset Management
APG Asset Management
Netherlands
$41.6M -$7.34M 2 0.13% Reduced
191
Jane Street
Jane Street
New York
$41.3M +$15.5M 11 0.49% Increased
192
AAP
Ardsley Advisory Partners
Connecticut
$41M +$8.72M 5 8.37% Increased
193
ING Group
ING Group
Netherlands
$40.9M +$5.11M 3 0.21% Increased
194
FA
Friess Associates
Delaware
$40.5M -$7.61M 2 3.23% Reduced
195
CCM
Cadian Capital Management
New York
$39.9M +$5.41M 1 1.17% Increased
196
Brown Advisory
Brown Advisory
Maryland
$39.7M -$15.2M 6 0.14% Reduced
197
CCM
Cupps Capital Management
Illinois
$39.1M -$23.2M 1 2.53% Reduced
198
OCG
Opus Capital Group
Ohio
$39.1M +$17.5M 2 2.22% Increased
199
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.3M -$4.69M 13 0.06% Reduced
200
Trillium Asset Management
Trillium Asset Management
Massachusetts
$38.2M +$9.16M 5 4.25% Increased
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