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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$439M -$62M 11 1.87% Reduced
177
Resona Asset Management
Resona Asset Management
Japan
$436M +$52.3M 6 2.14% Increased
178
Bahl & Gaynor
Bahl & Gaynor
Ohio
$434M -$69.2M 4 2.2% Reduced
179
Man Group
Man Group
United Kingdom
$434M +$82.3M 14 0.83% Increased
180
Balyasny Asset Management
Balyasny Asset Management
Illinois
$433M -$41.2M 19 0.65% Reduced
181
Westfield Capital Management
Westfield Capital Management
Massachusetts
$427M -$14.7M 4 1.79% Reduced
182
Creative Planning
Creative Planning
Kansas
$425M +$1.75M 21 0.36% Increased
183
Bridgewater Associates
Bridgewater Associates
Connecticut
$424M +$65.3M 5 1.71% Increased
184
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$422M -$5.43M 20 1.77% Reduced
185
DnB Asset Management
DnB Asset Management
Norway
$414M +$11.7M 10 1.72% Increased
186
Baupost Group
Baupost Group
Massachusetts
$409M +$33.3M 1 9.9% Increased
187
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$408M -$15M 9 1.46% Reduced
188
Congress Asset Management
Congress Asset Management
Massachusetts
$408M -$2.02M 8 2.8% Reduced
189
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$405M +$273M 6 3.79% Increased
190
Acadian Asset Management
Acadian Asset Management
Massachusetts
$404M +$218M 7 0.83% Increased
191
GGHC
Gilder Gagnon Howe & Co
New York
$404M -$19.1M 4 4.29% Reduced
192
Select Equity Group
Select Equity Group
New York
$402M +$138M 3 1.69% Increased
193
MetLife Investment Management
MetLife Investment Management
New Jersey
$401M +$867K 23 2.36% Increased
194
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$399M +$14.8M 18 1.04% Increased
195
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$398M -$20.8M 10 1.73% Reduced
196
Boston Partners
Boston Partners
Massachusetts
$397M +$231M 9 0.44% Increased
197
Arizona State Retirement System
Arizona State Retirement System
Arizona
$394M -$601K 21 2.27% Reduced
198
Swiss Life Asset Management
Swiss Life Asset Management
$393M -$46M 6 1.89% Reduced
199
Calamos Advisors
Calamos Advisors
Illinois
$391M +$7.59M 8 1.54% Increased
200
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$380M +$26.8M 22 0.64% Increased
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