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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	D.E. Shaw & Co New York	$33.6M	-$30.1M	8	0.05%	Reduced
227	HI Honeywell International Charlotte, North Carolina	$33.5M	-$3.4M	2	0.8%	Reduced
228	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$33.1M	-$1.04M	5	0.91%	Reduced
229	T TOBAM Paris, France	$32.9M	+$33.5M	1	1.68%	New
230	Bowen Hanes & Co Ponte Vedra Beach, Florida	$32.8M	-$1.14M	1	1.59%	Reduced
231	City National Bank Beverly Hills, Delaware	$32.7M	+$4.26M	3	0.49%	Increased
232	OIM Oceanic Investment Management Douglas, Isle Of Man	$32.7M	+$4.18M	2	12.91%	Increased
233	Davenport & Co Richmond, Virginia	$32.7M	+$2.14M	2	0.61%	Increased
234	NIMC NWQ Investment Management Company Los Angeles, California	$32.5M	-$3.31M	3	0.28%	Reduced
235	AIG American International Group New York	$32.4M	+$256K	16	0.16%	Increased
236	GH GAM Holding Zurich, Switzerland	$31.2M	+$2.93M	4	0.54%	Increased
237	Baird Milwaukee, Wisconsin	$31.2M	-$7.53M	8	0.54%	Reduced
238	BCM Brown Capital Management Baltimore, Maryland	$31.2M	-$1.25M	2	0.51%	Reduced
239	BCM Basswood Capital Management New York	$31.1M	-$896K	1	1.71%	Reduced
240	Brown Advisory Baltimore, Maryland	$30.8M	-$12.1M	5	0.1%	Reduced
241	AC Ascend Capital Orinda, California	$30.7M	+$6.36M	2	0.93%	Increased
242	KMC Kirr Marbach & Co Columbus, Indiana	$30.6M	-$243K	2	5.55%	Reduced
243	DCCA D.C. Capital Advisors New York	$30.4M	$0	1	12.57%	Maintained
244	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$30.4M	-$33.8M	7	0.16%	Reduced
245	Korea Investment Corp Seoul, South Korea	$30.3M	+$23M	2	0.29%	Increased
246	Capital International Inc Los Angeles, California	$30.2M	-$939K	1	1.3%	Reduced
247	PineBridge Investments New York	$30.2M	-$2.28M	5	0.9%	Reduced
248	BL Bolton LP Greenwich, Connecticut	$30.2M	+$30.7M	1	5.6%	New
249	CPIM Columbia Partners Investment Management Alexandria, Virginia	$30.1M	-$5.03M	2	1.29%	Reduced
250	KCM Kingdon Capital Management New York	$29.8M	-$10.3M	1	1.37%	Reduced