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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
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$73.3M +$30M 5 1.22% Increased
177
Fred Alger Management
Fred Alger Management
New York
$72.8M +$18M 3 0.24% Increased
178
Korea Investment Corp
Korea Investment Corp
South Korea
$72.8M +$1.4M 3 0.27% Increased
179
Natixis Advisors
Natixis Advisors
Massachusetts
$71.9M +$451K 6 0.48% Increased
180
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$71.9M +$2.24M 8 0.46% Increased
181
HighTower Advisors
HighTower Advisors
Illinois
$71.6M +$3.69M 6 0.39% Increased
182
Royal London Asset Management
Royal London Asset Management
United Kingdom
$71.1M +$93.3K 2 0.5% Increased
183
Capital Research Global Investors
Capital Research Global Investors
California
$70.6M $0 1 0.02% Maintained
184
NSCM
New South Capital Management
Tennessee
$70.3M +$5.43M 2 2.5% Increased
185
Guggenheim Capital
Guggenheim Capital
Illinois
$69.8M +$8.3M 9 0.54% Increased
186
SCCM
Schafer Cullen Capital Management
New York
$69.5M +$1.96M 3 1.07% Increased
187
ORIO
Old Republic International (ORI)
Illinois
$68.9M $0 2 1.95% Maintained
188
US Bancorp
US Bancorp
Minnesota
$68.5M -$341K 18 0.18% Reduced
189
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$66.9M +$7.78M 6 0.68% Increased
190
NIMC
NWQ Investment Management Company
California
$66.7M -$7.74M 5 2.23% Reduced
191
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$66.2M -$2.36M 1 1.94% Reduced
192
Axa
Axa
France
$66.2M -$23.8M 10 0.26% Reduced
193
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$65.7M -$13.9M 13 0.97% Reduced
194
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$65.6M +$45.7M 8 1.69% Increased
195
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$65.6M +$1.38M 5 1.1% Increased
196
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$65.4M +$3.4M 2 0.82% Increased
197
Osaic Holdings
Osaic Holdings
Arizona
$65.1M -$7.44M 25 0.22% Reduced
198
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$65M -$33.2M 5 1.14% Reduced
199
Creative Planning
Creative Planning
Kansas
$62.8M -$4.85M 6 0.18% Reduced
200
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$62.8M -$1.61M 2 1.62% Reduced
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