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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
TCM
Tao Capital Management
California
$53.5M $0 1 25.09% Maintained
177
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$52.7M +$35.8M 12 0.91% Increased
178
AMF Tjänstepension
AMF Tjänstepension
Sweden
$52.3M -$21.4M 2 0.66% Reduced
179
FS
Feinberg Stephen
$52.3M -$16M 1 10.32% Reduced
180
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$50.7M +$4.72M 5 1.03% Increased
181
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$50.4M -$1.11M 6 0.6% Reduced
182
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$50.3M +$2.76M 7 0.28% Increased
183
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$49.3M -$16M 2 4.06% Reduced
184
KeyBank National Association
KeyBank National Association
Ohio
$48.9M -$777K 6 0.33% Reduced
185
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$48.8M -$9M 11 0.16% Reduced
186
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$48.8M +$28.9M 1 0.33% Increased
187
NSCM
New South Capital Management
Tennessee
$47.6M +$6.9M 2 2.11% Increased
188
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$47.5M +$3.1M 4 1.05% Increased
189
Korea Investment Corp
Korea Investment Corp
South Korea
$45.6M +$23.2M 2 0.2% Increased
190
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$45.6M -$1.02M 3 0.09% Reduced
191
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$45.1M +$11.2M 3 0.26% Increased
192
PGGM Investments
PGGM Investments
Netherlands
$44.7M -$9.58M 1 0.32% Reduced
193
Osaic Holdings
Osaic Holdings
Arizona
$43.6M +$53.3M 24 0.18% New
194
HighTower Advisors
HighTower Advisors
Illinois
$43.6M -$1.62M 6 0.28% Reduced
195
AFG
American Financial Group
Ohio
$43M $0 1 5.11% Maintained
196
ACI
AMP Capital Investors
Australia
$42.9M -$5.01M 4 0.32% Reduced
197
PCM
Parsifal Capital Management
Connecticut
$42.4M +$10.6M 1 15.53% Increased
198
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$42.3M -$2.81M 8 0.32% Reduced
199
WAM
WT Asset Management
Hong Kong
$42.2M +$34.2M 1 7.78% Increased
200
Achmea Investment Management
Achmea Investment Management
Netherlands
$41.8M +$45.2M 3 1.92% Increased
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