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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
FS
Feinberg Stephen
$64.8M -$13M 1 7.95% Reduced
177
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$64.7M $0 1 1.55% Maintained
178
Federated Hermes
Federated Hermes
Pennsylvania
$64.5M +$11.5M 16 0.14% Increased
179
CIP
Champlain Investment Partners
Vermont
$64.5M +$5.97M 1 0.47% Increased
180
PGGM Investments
PGGM Investments
Netherlands
$64.4M -$37M 1 0.36% Reduced
181
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$63.7M -$11.7M 1 0.94% Reduced
182
STRS Ohio
STRS Ohio
Ohio
$63.4M +$1.23M 15 0.27% Increased
183
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$62.9M +$2M 6 0.98% Increased
184
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.4M +$1.68M 12 0.32% Increased
185
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$62.4M +$6.56M 4 1.08% Increased
186
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$62.3M $0 2 1.64% Maintained
187
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$60.5M +$30.4M 2 5.73% Increased
188
KeyBank National Association
KeyBank National Association
Ohio
$59.9M -$1.97M 5 0.32% Reduced
189
Asset Management One
Asset Management One
Japan
$58.8M -$2.97M 5 0.26% Reduced
190
River Road Asset Management
River Road Asset Management
Kentucky
$58.8M +$27.2M 2 0.93% Increased
191
CMG
Cavalry Management Group
California
$57.7M +$44.9M 1 8.38% New
192
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$57M -$10.1M 3 0.1% Reduced
193
LPU
Lansdowne Partners (UK)
United Kingdom
$57M +$43.7M 1 1.54% Increased
194
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$56.7M +$1.07M 7 0.47% Increased
195
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$56.5M +$1.36M 2 0.18% Increased
196
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$56.2M -$7.25M 4 1.06% Reduced
197
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$56M +$2.18M 3 0.27% Increased
198
Gotham Asset Management
Gotham Asset Management
New York
$55.9M +$3.73M 7 1.03% Increased
199
Los Angeles Capital Management
Los Angeles Capital Management
California
$54.9M +$1.53M 10 0.27% Increased
200
ECP
Electron Capital Partners
New York
$52.5M -$9.99M 1 6.27% Reduced
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