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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$28M +$11.3M 7 0.16% Increased
227
PCM
Polaris Capital Management
Massachusetts
$28M +$11.8M 2 2.41% Increased
228
Aviva
Aviva
United Kingdom
$27.8M -$1.06M 3 0.21% Reduced
229
STCG
Speece Thorson Capital Group
Minnesota
$27.5M -$279K 2 6.17% Reduced
230
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$27.4M +$864K 2 0.51% Increased
231
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$27.3M +$1.86M 2 1.46% Increased
232
Acadian Asset Management
Acadian Asset Management
Massachusetts
$27M -$30.9M 3 0.14% Reduced
233
QI
QV Investors
Alberta, Canada
$26.9M +$190K 1 3.58% Increased
234
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$26.8M +$2M 2 0.05% Increased
235
QF
QVT Financial
New York
$26.8M +$328K 1 1.64% Increased
236
VanEck Associates
VanEck Associates
New York
$26.7M +$864K 5 0.18% Increased
237
Natixis Advisors
Natixis Advisors
Massachusetts
$26.3M +$6.86M 4 0.39% Increased
238
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$26.3M +$52.8K 1 2.43% Increased
239
T
TOBAM
France
$25.9M +$15.4M 1 1.02% Increased
240
Nomura Asset Management
Nomura Asset Management
Japan
$25.7M -$1.01M 3 0.49% Reduced
241
PM
Pembroke Management
Quebec, Canada
$25.5M -$3.17M 1 2.24% Reduced
242
GH
GAM Holding
Switzerland
$25.5M -$779K 6 0.42% Reduced
243
Jefferies Group
Jefferies Group
New York
$25.4M +$18.3M 4 0.15% Increased
244
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.3M -$3.56M 11 0.17% Reduced
245
Tocqueville Asset Management
Tocqueville Asset Management
New York
$24.9M -$8.45M 5 0.33% Reduced
246
DL
Delta Lloyd
Netherlands
$24.9M +$21.3M 2 0.82% Increased
247
Capital International
Capital International
California
$24.7M $0 1 1.6% Maintained
248
Kennedy Capital Management
Kennedy Capital Management
Missouri
$24.7M +$4.48M 5 0.5% Increased
249
LPL Financial
LPL Financial
California
$24.7M -$1M 6 0.07% Reduced
250
CC
Carlson Capital
Texas
$24.6M -$41.1M 1 0.3% Reduced
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