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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
STRS Ohio
STRS Ohio
Ohio
$269M +$26.4M 17 1.06% Increased
177
Rockefeller Capital Management
Rockefeller Capital Management
New York
$265M +$58.6M 10 0.75% Increased
178
MetLife Investment Management
MetLife Investment Management
New Jersey
$264M +$36.5M 23 1.57% Increased
179
Lazard Asset Management
Lazard Asset Management
New York
$263M +$4.15M 17 0.33% Increased
180
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$260M +$179M 9 0.23% Increased
181
Castle Hook Partners
Castle Hook Partners
New York
$255M +$230M 2 5.99% New
182
IMC Chicago
IMC Chicago
Illinois
$254M +$224M 4 0.15% Increased
183
Lone Pine Capital
Lone Pine Capital
Connecticut
$253M +$234M 1 2.05% New
184
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$253M +$97M 4 0.61% Increased
185
DnB Asset Management
DnB Asset Management
Norway
$253M +$32.7M 8 1.2% Increased
186
Winslow Capital Management
Winslow Capital Management
Minnesota
$252M +$132M 1 0.91% Increased
187
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$251M +$2.44M 16 0.76% Increased
188
AGF Management
AGF Management
Ontario, Canada
$249M -$68.3M 3 1.38% Reduced
189
PCM
Prime Capital Management
Hong Kong
$249M +$39.8M 1 32.62% Increased
190
TW
Transform Wealth
Colorado
$248M +$261M 4 18.64% Increased
191
SDH
Sloy Dahl & Holst
Washington
$247M +$16.9M 1 51.9% Increased
192
WCM Investment Management
WCM Investment Management
California
$247M +$222M 1 0.58% New
193
Arizona State Retirement System
Arizona State Retirement System
Arizona
$244M +$14.9M 18 1.63% Increased
194
CIBC World Market
CIBC World Market
Ontario, Canada
$242M +$36.8M 9 0.56% Increased
195
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$242M +$1.86M 1 5.19% Increased
196
Ossiam
Ossiam
France
$237M +$56.9M 4 4.5% Increased
197
Osaic Holdings
Osaic Holdings
Arizona
$237M -$4.16M 33 0.56% Reduced
198
Vontobel Holding
Vontobel Holding
Switzerland
$236M +$9.11M 14 0.77% Increased
199
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$235M +$39.1M 9 1.47% Increased
200
Man Group
Man Group
United Kingdom
$231M +$6.37M 15 0.58% Increased
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