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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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$469M -$129M 9 1.86% Reduced
202
ECP
Electron Capital Partners
New York
$468M +$15.4M 4 21.2% Increased
203
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$467M -$2M 16 1.72% Reduced
204
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$467M +$19.3M 7 4.24% Increased
205
Första AP-fonden
Första AP-fonden
Sweden
$464M +$22M 5 2.75% Increased
206
Merewether Investment Management
Merewether Investment Management
Texas
$462M +$76.3M 4 11.06% Increased
207
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$462M -$4.19M 20 1.1% Reduced
208
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$459M +$16.6M 7 1.46% Increased
209
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$457M -$1.85M 10 2.2% Reduced
210
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$455M -$60.1M 11 1.83% Reduced
211
US Bancorp
US Bancorp
Minnesota
$454M +$9.71M 28 0.54% Increased
212
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$452M +$41.9M 5 0.81% Increased
213
ING Group
ING Group
Netherlands
$452M +$50.2M 3 2.45% Increased
214
Jain Global
Jain Global
New York
$449M +$71M 9 2.13% Increased
215
Bahl & Gaynor
Bahl & Gaynor
Ohio
$448M -$7.27M 4 2.23% Reduced
216
Squarepoint
Squarepoint
New York
$445M -$252M 22 0.45% Reduced
217
Cerity Partners
Cerity Partners
New York
$439M +$25.6M 20 0.71% Increased
218
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$439M +$9.36M 15 1.4% Increased
219
Bridgewater Associates
Bridgewater Associates
Connecticut
$435M -$59.8M 8 1.7% Reduced
220
Daiwa Securities Group
Daiwa Securities Group
Japan
$433M +$22.7M 11 1.46% Increased
221
WCM Investment Management
WCM Investment Management
California
$431M +$13.4M 2 0.9% Increased
222
S
Siemens
Germany
$429M $0 1 100% Maintained
223
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$429M -$35.7M 2 8.34% Reduced
224
NEOS Investment Management
NEOS Investment Management
Connecticut
$424M +$116M 7 3.18% Increased
225
Czech National Bank
Czech National Bank
Czech Republic
$418M +$13.1M 5 2.88% Increased
7 8
9
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