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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$254M +$74.6M 3 0.36% Increased
177
Baird Financial Group
Baird Financial Group
Wisconsin
$252M -$6.64M 15 0.69% Reduced
178
Arizona State Retirement System
Arizona State Retirement System
Arizona
$250M -$1.88M 19 2.12% Reduced
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$246M +$14.1M 9 1.53% Increased
180
Amalgamated Bank
Amalgamated Bank
New York
$246M -$1.3M 26 2.09% Reduced
181
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$246M +$64.4M 11 0.76% Increased
182
CET
Clean Energy Transition
United Kingdom
$241M -$43M 2 35.05% Reduced
183
Westfield Capital Management
Westfield Capital Management
Massachusetts
$240M -$73.9M 3 1.63% Reduced
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$235M +$9.69M 15 1.56% Increased
185
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$235M +$234M 10 0.77% Increased
186
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$231M +$3.69M 9 1.49% Increased
187
Select Equity Group
Select Equity Group
New York
$228M -$32.2M 4 0.93% Reduced
188
Silvercrest Asset Management
Silvercrest Asset Management
New York
$227M -$13.4M 5 1.73% Reduced
189
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$227M +$225M 1 0.13% Increased
190
Man Group
Man Group
United Kingdom
$226M -$196M 0 – Closed
191
Scout Investments
Scout Investments
Missouri
$224M +$16.5M 2 5.14% Increased
192
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$223M -$827K 2 2.36% Reduced
193
Ossiam
Ossiam
France
$221M +$108M 4 3.91% Increased
194
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$218M -$8.06M 1 1.05% Reduced
195
TPSF
Texas Permanent School Fund
Texas
$211M -$728K 13 2.06% Reduced
196
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$209M -$18.5M 5 2.42% Reduced
197
Frontier Capital Management
Frontier Capital Management
Massachusetts
$206M -$75.5M 4 2.27% Reduced
198
Rockefeller Capital Management
Rockefeller Capital Management
New York
$205M -$5.31M 9 0.79% Reduced
199
Första AP-fonden
Första AP-fonden
Sweden
$202M -$1.83M 4 2.26% Reduced
200
Vontobel Holding
Vontobel Holding
Switzerland
$201M -$43M 15 1.86% Reduced
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