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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	Point72 Asset Management Stamford, Connecticut	$34M	-$151M	4	0.17%	Reduced
227	Eaton Vance Management Boston, Massachusetts	$33.8M	+$2.4M	5	0.09%	Increased
228	Davis Selected Advisers Tucson, Arizona	$33.6M	+$11.2M	1	0.19%	Increased
229	T TOBAM Paris, France	$33.6M	+$27.6M	1	1.62%	Increased
230	IECM Intrinsic Edge Capital Management Chicago, Illinois	$33.4M	+$7.38M	2	5.61%	Increased
231	DekaBank Deutsche Girozentrale Frankfurt, Germany	$33.4M	+$10.6M	5	0.22%	Increased
232	Royal London Asset Management United Kingdom	$33.3M	-$8.38M	3	0.29%	Reduced
233	Gabelli Funds Rye, New York	$33.1M	+$6.53M	6	0.23%	Increased
234	Janney Montgomery Scott Philadelphia, Pennsylvania	$33M	-$697K	8	0.32%	Reduced
235	ABC Anchor Bolt Capital Chicago, Illinois	$32.4M	-$62.1M	3	2.28%	Reduced
236	Robeco Institutional Asset Management Rotterdam, Netherlands	$32.3M	+$3.12M	3	0.15%	Increased
237	Johnson Investment Counsel Cincinnati, Ohio	$32.3M	-$8.04M	6	0.78%	Reduced
238	Gateway Investment Advisers Cincinnati, Ohio	$31.9M	-$894K	4	0.3%	Reduced
239	Zurich Insurance Group Zurich, Switzerland	$31.8M	+$13.6M	2	0.76%	Increased
240	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$31.7M	+$14.8M	4	1.18%	Increased
241	Nomura Holdings Tokyo, Japan	$31.7M	-$21.4M	4	0.12%	Reduced
242	Kennedy Capital Management St Louis, Missouri	$31.5M	+$589K	4	0.78%	Increased
243	South Texas Money Management San Antonio, Texas	$30.3M	+$295K	1	1.45%	Increased
244	Foresters Investment Management New York	$29.9M	+$13.6M	3	0.56%	Increased
245	MUFG Securities EMEA London, United Kingdom	$29.8M	-$5.28M	3	0.3%	Reduced
246	Teacher Retirement System of Texas Austin, Texas	$29.6M	-$5.49M	2	0.28%	Reduced
247	AQR Arbitrage Greenwich, Connecticut	$29.4M	-$3.37M	3	0.4%	Reduced
248	Haverford Trust Company Radnor, Pennsylvania	$29.4M	+$320K	1	0.63%	Increased
249	Nuveen Charlotte, North Carolina	$28.9M	+$4.38M	5	0.18%	Increased
250	Trillium Asset Management Boston, Massachusetts	$28.8M	-$740K	4	1.67%	Reduced