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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
GGHC
Gilder Gagnon Howe & Co
New York
$322M -$222M 4 4.21% Reduced
177
Tiger Global Management
Tiger Global Management
New York
$322M +$368M 1 1.21% New
178
STRS Ohio
STRS Ohio
Ohio
$319M -$2.96M 17 1.34% Reduced
179
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$315M -$302M 16 0.37% Reduced
180
MetLife Investment Management
MetLife Investment Management
New Jersey
$313M -$6.95M 23 1.69% Reduced
181
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$312M -$126M 16 0.6% Reduced
182
Baupost Group
Baupost Group
Massachusetts
$311M +$102M 1 8.91% Increased
183
Rockefeller Capital Management
Rockefeller Capital Management
New York
$307M -$15.8M 9 0.76% Reduced
184
Arizona State Retirement System
Arizona State Retirement System
Arizona
$306M +$4.9M 20 1.95% Increased
185
Congress Asset Management
Congress Asset Management
Massachusetts
$305M +$394K 7 2.28% Increased
186
DnB Asset Management
DnB Asset Management
Norway
$304M +$11M 11 1.4% Increased
187
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$304M -$9.9M 4 1.86% Reduced
188
CF
Corebridge Financial
Texas
$303M -$13.5M 26 1.74% Reduced
189
SDH
Sloy Dahl & Holst
Washington
$302M -$19.7M 1 52.75% Reduced
190
Two Sigma Investments
Two Sigma Investments
New York
$301M +$159M 20 0.64% Increased
191
Westfield Capital Management
Westfield Capital Management
Massachusetts
$300M -$95.6M 3 1.46% Reduced
192
Resona Asset Management
Resona Asset Management
Japan
$294M +$31M 5 1.7% Increased
193
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$290M -$3.48M 2 7.08% Reduced
194
TW
Transform Wealth
Colorado
$290M -$933K 4 17.57% Reduced
195
Swiss Life Asset Management
Swiss Life Asset Management
$289M +$30.8M 5 2.1% Increased
196
Calamos Advisors
Calamos Advisors
Illinois
$289M +$24.2M 6 1.26% Increased
197
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$286M +$10.6M 17 0.81% Increased
198
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$284M +$274M 4 0.71% Increased
199
KBC Group
KBC Group
Belgium
$280M -$221M 20 0.87% Reduced
200
HCC
Hill City Capital
Massachusetts
$279M +$5.93M 2 20.8% Increased
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