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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
$458M -$9.82M 20 1.82% Reduced
177
Creative Planning
Creative Planning
Kansas
$450M -$6.7M 19 0.44% Reduced
178
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$448M -$19.2M 2 9.14% Reduced
179
CF
Corebridge Financial
Texas
$448M -$9.04M 26 2.42% Reduced
180
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$441M +$70.5M 14 0.6% Increased
181
Arizona State Retirement System
Arizona State Retirement System
Arizona
$439M +$5.47M 20 2.68% Increased
182
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$436M -$4.65M 8 1.97% Reduced
183
Natixis
Natixis
France
$429M +$195M 9 2.62% Increased
184
Rockefeller Capital Management
Rockefeller Capital Management
New York
$429M -$21.2M 10 1.11% Reduced
185
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$422M +$128M 6 2.36% Increased
186
Castle Hook Partners
Castle Hook Partners
New York
$421M -$196M 2 5.21% Reduced
187
Allspring Global Investments
Allspring Global Investments
North Carolina
$420M -$16.6M 20 0.67% Reduced
188
Ossiam
Ossiam
France
$419M +$5.13M 4 7.24% Increased
189
DnB Asset Management
DnB Asset Management
Norway
$417M -$7.6M 10 1.8% Reduced
190
Bahl & Gaynor
Bahl & Gaynor
Ohio
$413M -$625K 4 2.18% Reduced
191
Caption Management
Caption Management
Oklahoma
$406M +$324M 5 3.84% Increased
192
Resona Asset Management
Resona Asset Management
Japan
$406M -$18.6M 5 2.4% Reduced
193
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$405M -$20.3M 14 1.61% Reduced
194
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$394M +$227K 10 2.05% Increased
195
Calamos Advisors
Calamos Advisors
Illinois
$391M +$19.5M 7 1.64% Increased
196
Pacer Advisors
Pacer Advisors
Pennsylvania
$390M -$385M 10 0.84% Reduced
197
Swiss Life Asset Management
Swiss Life Asset Management
$383M +$145M 5 2.83% Increased
198
Congress Asset Management
Congress Asset Management
Massachusetts
$382M +$51.6M 6 2.58% Increased
199
TW
Transform Wealth
Colorado
$378M -$10.3M 5 20.99% Reduced
200
Första AP-fonden
Första AP-fonden
Sweden
$377M +$5.26M 5 2.68% Increased
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