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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
201
CC
Carlson Capital
Texas
$44.9M -$11.8M 2 0.63% Reduced
202
ACM
Argent Capital Management
Missouri
$44.3M +$15.9M 5 1.59% Increased
203
National Pension Service
National Pension Service
South Korea
$44.1M -$434K 1 0.2% Reduced
204
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$43.6M +$4.8M 4 0.36% Increased
205
SIM
Stelliam Investment Management
New York
$43.5M -$2.29M 1 2% Reduced
206
QIM
Quantitative Investment Management
Virginia
$43.5M +$4.79M 5 0.9% Increased
207
Chevy Chase Trust
Chevy Chase Trust
Maryland
$42.1M -$460K 4 0.18% Reduced
208
Aviva
Aviva
United Kingdom
$42M +$2.03M 3 0.25% Increased
209
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$42M +$5.11M 6 1.03% Increased
210
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$41.9M +$37.8M 2 1.25% Increased
211
NC
Nightview Capital
Texas
$41.4M +$4.43M 1 11.99% Increased
212
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$41.2M +$36.6M 1 0.42% New
213
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$41.2M +$11.2M 11 0.26% Increased
214
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.6M -$3.05M 7 0.64% Reduced
215
Harris Associates
Harris Associates
Illinois
$40.6M -$90.9K 1 0.07% Reduced
216
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.1M +$27M 2 0.1% Increased
217
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$40M +$4.05M 2 1.27% Increased
218
Kennedy Capital Management
Kennedy Capital Management
Missouri
$39.6M -$1.83M 4 0.74% Reduced
219
Westfield Capital Management
Westfield Capital Management
Massachusetts
$39.1M +$14M 1 0.29% Increased
220
PCM
Polaris Capital Management
Massachusetts
$38.8M -$19.1M 1 1.8% Reduced
221
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$38.7M +$22.8M 7 0.4% Increased
222
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$38.5M +$4.61M 2 1.97% Increased
223
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$38.1M -$4.12M 6 0.39% Reduced
224
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$37.6M -$4.38M 16 0.34% Reduced
225
IAM
Impax Asset Management
New Hampshire
$37.6M +$3.93M 3 2.23% Increased
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