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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	British Columbia Investment Management Victoria, British Columbia, Canada	$31.8M	+$1.25M	3	0.26%	Increased
227	Kornitzer Capital Management Shawnee Mission, Kansas	$31.7M	-$2.46M	3	0.37%	Reduced
228	Johnson Investment Counsel Cincinnati, Ohio	$31.7M	-$2.26M	4	1.04%	Reduced
229	TAM Third Avenue Management New York	$31.5M	+$2.85M	3	0.79%	Increased
230	ZDA Zweig-DiMenna Associates New York	$31.4M	+$8.22M	2	1.35%	Increased
231	Renaissance Technologies New York	$31.1M	-$71.8M	10	0.08%	Reduced
232	ORI Oak Ridge Investments Chicago, Illinois	$30.9M	-$7.02M	1	0.74%	Reduced
233	Fort Washington Investment Advisors Cincinnati, Ohio	$30.8M	+$2.29M	3	0.62%	Increased
234	AIG American International Group New York	$30.8M	+$85.7K	18	0.13%	Increased
235	Bank of Montreal Toronto, Ontario, Canada	$30.7M	+$4.32M	15	0.03%	Increased
236	Capital International Los Angeles, California	$30.7M	-$2.41M	2	1.87%	Reduced
237	GP GLG Partners London, United Kingdom	$30.7M	-$9.85M	4	0.89%	Reduced
238	Aviva London, United Kingdom	$30.4M	-$1.77M	3	0.24%	Reduced
239	RIM Ranger Investment Management Dallas, Texas	$29.9M	-$23.1M	1	1.53%	Reduced
240	JP Morgan Private Wealth Advisors San Francisco, California	$29.8M	+$934K	7	0.36%	Increased
241	MAA Matrix Asset Advisors White Plains, New York	$29.5M	+$1.74M	1	3.33%	Increased
242	GH GAM Holding Zurich, Switzerland	$28.4M	-$3.12M	5	0.43%	Reduced
243	Brandywine Global Investment Management Philadelphia, Pennsylvania	$28.4M	+$258K	5	0.19%	Increased
244	Kennedy Capital Management St Louis, Missouri	$28.3M	+$2.61M	6	0.52%	Increased
245	Janus Henderson Group London,	$28.3M	-$163K	2	0.2%	Reduced
246	Natixis Advisors Boston, Massachusetts	$27.8M	-$4.25M	6	0.52%	Reduced
247	HCCM Herring Creek Capital Management Stamford, Connecticut	$27.8M	+$5.49M	1	5.6%	Increased
248	Clal Insurance Tel-Aviv, Israel	$27.7M	+$28.3M	1	0.66%	New
249	Becker Capital Management Portland, Oregon	$27.5M	+$20.3M	1	1.07%	Increased
250	Capital International Sarl Los Angeles, California	$27.3M	-$1.14M	1	1.69%	Reduced