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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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$161M -$5.71M 6 1.09% Reduced
177
Mariner
Mariner
Kansas
$160M +$41.9M 17 0.52% Increased
178
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$159M -$48.9M 4 1.23% Reduced
179
Eagle Asset Management
Eagle Asset Management
Florida
$156M +$5.41M 5 0.96% Increased
180
Quadrature Capital
Quadrature Capital
United Kingdom
$156M +$186M 9 4.62% Increased
181
Corient Private Wealth
Corient Private Wealth
Florida
$155M +$183M 12 0.56% New
182
SI
Standard Investments
New York
$155M -$99.8M 2 8.09% Reduced
183
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$155M -$4.4M 8 0.26% Reduced
184
MetLife Investment Management
MetLife Investment Management
New Jersey
$151M -$2.39M 23 1.14% Reduced
185
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$149M -$1.43M 1 5.02% Reduced
186
Boston Trust Walden
Boston Trust Walden
Massachusetts
$146M -$3.74M 4 1.28% Reduced
187
Storebrand Asset Management
Storebrand Asset Management
Norway
$145M +$32.7M 10 0.8% Increased
188
Amalgamated Bank
Amalgamated Bank
New York
$145M +$6.49M 23 1.29% Increased
189
INTECH Investment Management
INTECH Investment Management
Florida
$145M +$77.1M 4 1.09% Increased
190
Robeco Schweiz
Robeco Schweiz
Switzerland
$144M +$5.55M 5 2.64% Increased
191
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$143M +$44M 8 0.52% Increased
192
Marshall Wace
Marshall Wace
United Kingdom
$142M -$45.9M 11 0.32% Reduced
193
Royal London Asset Management
Royal London Asset Management
United Kingdom
$141M +$15M 3 0.63% Increased
194
Hood River Capital Management
Hood River Capital Management
Florida
$141M +$26.1M 2 5.13% Increased
195
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$141M +$38.5M 7 1.06% Increased
196
Ariel Investments
Ariel Investments
Illinois
$140M -$19M 1 1.42% Reduced
197
Federated Hermes
Federated Hermes
Pennsylvania
$140M +$41.2M 14 0.39% Increased
198
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$140M +$97.6M 5 0.25% Increased
199
Panagora Asset Management
Panagora Asset Management
Massachusetts
$138M +$17.2M 8 0.9% Increased
200
Energy Income Partners
Energy Income Partners
Connecticut
$137M -$14.2M 1 3.1% Reduced
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