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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	Hardman Johnston Global Advisors Stamford, Connecticut	$32.6M	-$961K	1	2.18%	Reduced
227	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$32.4M	-$8.25M	4	0.09%	Reduced
228	AP Alydar Partners Boston, Massachusetts	$32.2M	-$41.5M	3	2.68%	Reduced
229	Brandywine Global Investment Management Philadelphia, Pennsylvania	$31.3M	+$6.89M	7	0.31%	Increased
230	KAM Keeley Asset Management Chicago, Illinois	$31.2M	+$572K	4	0.57%	Increased
231	ACM Atlanta Capital Management Atlanta, Georgia	$31M	+$95K	1	0.22%	Increased
232	Fidelity International Hamilton, Bermuda	$31M	-$2.21M	4	0.15%	Reduced
233	NIMC NWQ Investment Management Company Los Angeles, California	$30.9M	+$3.92M	3	0.29%	Increased
234	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30.5M	+$238K	3	0.93%	Increased
235	State of Michigan Retirement System Lansing, Michigan	$30.3M	-$7.87M	4	0.27%	Reduced
236	Castleark Management Chicago, Illinois	$30.2M	+$26.5M	2	0.85%	Increased
237	Bowen Hanes & Co Ponte Vedra Beach, Florida	$30.2M	-$260K	1	1.54%	Reduced
238	Marsico Capital Management Denver, Colorado	$30.2M	-$18.1M	1	0.22%	Reduced
239	Driehaus Capital Management Chicago, Illinois	$30.2M	-$546K	5	1.16%	Reduced
240	Manning & Napier Advisors Fairport, New York	$30.1M	-$8.04M	2	0.14%	Reduced
241	PP PDT Partners New York	$30.1M	-$62.7M	10	0.82%	Reduced
242	AIG American International Group New York	$29.8M	-$3.76M	16	0.16%	Reduced
243	Commerzbank Aktiengesellschaft Frankfurt, Germany	$29.4M	-$36.1M	6	0.15%	Reduced
244	BCM Brown Capital Management Baltimore, Maryland	$28.8M	+$9.01M	2	0.51%	Increased
245	RIG Roosevelt Investment Group New York	$28.8M	+$28.1M	1	1.28%	New
246	ACI AMP Capital Investors Sydney, Australia	$28.7M	+$7.1M	4	0.22%	Increased
247	British Columbia Investment Management Victoria, British Columbia, Canada	$28.5M	-$4.7M	3	0.24%	Reduced
248	PineBridge Investments New York	$28.5M	-$1.18M	5	0.88%	Reduced
249	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$28.2M	+$14.8M	1	1.78%	Increased
250	Capital International Inc Los Angeles, California	$28.2M	-$21.7M	1	1.25%	Reduced