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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
226	PM Pembroke Management Montreal, Quebec, Canada	$29.8M	+$27.3M	1	5.64%	New
227	ACM Atlanta Capital Management Atlanta, Georgia	$29.6M	+$28.3M	1	0.22%	New
228	State of Michigan Retirement System Lansing, Michigan	$29.5M	+$25.2M	4	0.27%	New
229	Manning & Napier Advisors Fairport, New York	$29.4M	+$26.2M	2	0.16%	New
230	PCM Penn Capital Management Philadelphia, Pennsylvania	$29M	+$28.4M	4	1.19%	New
231	SG Swarthmore Group Philadelphia, Pennsylvania	$28.8M	+$27.6M	1	3.65%	New
232	PineBridge Investments New York	$28.5M	+$29.9M	4	0.9%	New
233	Alyeska Investment Group Chicago, Illinois	$28.3M	+$27.1M	1	1.39%	New
234	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$28M	+$28.7M	3	0.88%	New
235	Bowen Hanes & Co Ponte Vedra Beach, Florida	$28M	+$28.6M	1	1.5%	New
236	Trillium Asset Management Boston, Massachusetts	$28M	+$28.5M	4	3.45%	New
237	William Blair & Company Chicago, Illinois	$27.7M	+$27.1M	4	0.05%	New
238	LM Luminus Management Houston, Texas	$27.5M	+$27.1M	7	2.3%	New
239	SG Americas Securities New York	$27M	+$25.4M	7	0.13%	New
240	SIM Stelliam Investment Management New York	$27M	+$28.3M	1	1.47%	New
241	Sarasin & Partners London, United Kingdom	$26.9M	+$21.2M	2	0.38%	New
242	Capital International Sarl Los Angeles, California	$26.9M	+$25.7M	1	1.89%	New
243	TPSF Texas Permanent School Fund Austin, Texas	$26.6M	+$26M	6	0.28%	New
244	KMC Kirr Marbach & Co Columbus, Indiana	$26M	+$24.4M	2	5.54%	New
245	Davenport & Co Richmond, Virginia	$25.7M	+$24.7M	2	0.57%	New
246	SM Seminole Management New York	$25M	+$23.9M	1	1.41%	New
247	Klingenstein Fields & Co New York	$24.8M	+$25.4M	1	0.89%	New
248	IRF IBM Retirement Fund Armonk, New York	$24.7M	+$23.1M	5	0.3%	New
249	Pinnacle Associates New York	$24.3M	+$23.5M	2	0.55%	New
250	QF QVT Financial New York	$24.2M	+$16.9M	1	1.62%	New