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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	US Bancorp Minneapolis, Minnesota	$34.8M	-$1.18M	15	0.13%	Reduced
227	AIG American International Group New York	$34.7M	+$4.93M	19	0.14%	Increased
228	Impax Asset Management (UK) London, United Kingdom	$34.5M	+$15.6M	3	2.28%	Increased
229	Zurich Cantonal Bank Zurich, Switzerland	$34M	+$21.2M	10	0.47%	Increased
230	TAM Third Avenue Management New York	$34M	+$3.03M	3	0.85%	Increased
231	Retirement Systems of Alabama Montgomery, Alabama	$33.8M	-$1.34M	3	0.18%	Reduced
232	Gateway Investment Advisers Cincinnati, Ohio	$33.8M	+$754K	3	0.28%	Increased
233	GH GAM Holding Zurich, Switzerland	$33.8M	+$4.21M	6	0.51%	Increased
234	Obermeyer Wealth Partners Aspen, Colorado	$33.7M	+$18.7M	1	2.76%	Increased
235	British Columbia Investment Management Victoria, British Columbia, Canada	$33.6M	+$2.47M	3	0.3%	Increased
236	CAIMH Central Asset Investments & Management Holdings Hong Kong	$33.4M	+$7.05M	2	22.27%	Increased
237	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33M	+$10M	8	0.19%	Increased
238	SG Americas Securities New York	$32.9M	-$9.02M	8	0.2%	Reduced
239	ICOM Investment Counselors of Maryland Baltimore, Maryland	$32.6M	+$6.35M	2	1.54%	Increased
240	QF QVT Financial New York	$32.6M	+$36.7M	1	1.81%	New
241	Daiwa Securities Group Tokyo, Japan	$32.5M	+$19.8M	3	0.22%	Increased
242	Aviva London, United Kingdom	$32.3M	+$3.97M	3	0.22%	Increased
243	EA Ecofin Advisors London, United Kingdom	$32.3M	+$12.5M	1	4.63%	Increased
244	Davis Selected Advisers Tucson, Arizona	$32.1M	+$20.2M	2	0.11%	Increased
245	Kornitzer Capital Management Shawnee Mission, Kansas	$31.9M	-$614K	3	0.39%	Reduced
246	Disciplined Growth Investors Minneapolis, Minnesota	$31.5M	-$36M	1	0.74%	Reduced
247	HCM Hodges Capital Management Dallas, Texas	$31.4M	+$17.8M	1	1.2%	Increased
248	Capital International Los Angeles, California	$31.1M	+$442K	2	1.9%	Increased
249	Nomura Asset Management Tokyo, Japan	$30.8M	-$2.24M	3	0.55%	Reduced
250	William Blair & Company Chicago, Illinois	$30.2M	+$12M	5	0.05%	Increased