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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	ZDA Zweig-DiMenna Associates New York	$36.6M	+$23.6M	2	2.02%	Increased
227	PP PDT Partners New York	$36.4M	-$12.7M	3	0.95%	Reduced
228	Eventide Asset Management Boston, Massachusetts	$36.3M	+$6.95M	2	1.96%	Increased
229	LCP Lombardia Capital Partners Pasadena, California	$35.8M	-$13.2M	2	1.22%	Reduced
230	Credit Agricole Montrouge Cedex, France	$35.6M	-$2.31M	4	0.17%	Reduced
231	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.4M	+$388K	1	1.51%	Increased
232	AIG American International Group New York	$35.3M	-$647K	20	0.14%	Reduced
233	Atalanta Sosnoff Capital New York	$35.2M	+$36.9M	1	0.97%	New
234	Daiwa Securities Group Tokyo, Japan	$35M	-$9.4M	4	0.25%	Reduced
235	GH GAM Holding Zurich, Switzerland	$34.9M	+$694K	6	0.5%	Increased
236	Impax Asset Management (UK) London, United Kingdom	$34.6M	+$118K	3	2.17%	Increased
237	Aviva London, United Kingdom	$34.5M	-$1.24M	3	0.24%	Reduced
238	RS Investment Management San Francisco, California	$34.5M	+$32.5M	1	0.3%	New
239	British Columbia Investment Management Victoria, British Columbia, Canada	$34.5M	-$406K	3	0.33%	Reduced
240	BAPIM British Airways Pensions Investment Management London, United Kingdom	$34.2M	+$7.01M	1	1.05%	Increased
241	Public Employees Retirement Association of Colorado Denver, Colorado	$33.9M	-$11.9M	7	0.28%	Reduced
242	EA Ecofin Advisors London, United Kingdom	$33.8M	+$1.22M	1	5.44%	Increased
243	AC Ascend Capital Orinda, California	$33.7M	+$31.9M	1	1.11%	Increased
244	Aperio Group Sausalito, California	$33.3M	+$6.35M	9	0.34%	Increased
245	Retirement Systems of Alabama Montgomery, Alabama	$33M	-$610K	3	0.18%	Reduced
246	Edmond de Rothschild Holding Chambesy, Switzerland	$33M	+$32.7M	9	0.71%	New
247	US Bancorp Minneapolis, Minnesota	$32.9M	-$2.75M	14	0.13%	Reduced
248	Kornitzer Capital Management Shawnee Mission, Kansas	$32.8M	+$824K	3	0.44%	Increased
249	Luther King Capital Management (LKCM) Fort Worth, Texas	$32.5M	-$3.34M	3	0.28%	Reduced
250	SCM SAB Capital Management New York	$31.9M	+$31.4M	2	3.21%	New