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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
251	ZDA Zweig-DiMenna Associates New York	$29.7M	+$807K	2	1.09%	Increased
252	British Columbia Investment Management Victoria, British Columbia, Canada	$29.5M	-$216K	3	0.23%	Reduced
253	Klingenstein Fields & Co New York	$29.4M	+$1.06M	1	1.05%	Increased
254	ACI AMP Capital Investors Sydney, Australia	$29.2M	+$2.85M	3	0.21%	Increased
255	F.L. Putnam Investment Management Lynnfield, Massachusetts	$29.1M	-$870K	3	3.51%	Reduced
256	TPSF Texas Permanent School Fund Austin, Texas	$29.1M	-$1.39M	6	0.29%	Reduced
257	ArrowMark Colorado Holdings Denver, Colorado	$28.9M	+$2.4M	2	0.9%	Increased
258	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$28.7M	+$2.69M	8	0.12%	Increased
259	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$28.3M	+$2.46M	6	0.18%	Increased
260	VDBMI Van Den Berg Management I Austin, Texas	$28.2M	+$530K	2	2.2%	Increased
261	QI QV Investors Calgary, Alberta, Canada	$27.9M	+$26.5M	1	5.2%	New
262	Suntrust Banks Atlanta, Georgia	$27.9M	-$2M	7	0.11%	Reduced
263	EA Ecofin Advisors London, United Kingdom	$27.6M	+$24.4M	3	6.96%	Increased
264	Impax Asset Management (UK) London, United Kingdom	$27.5M	+$14.6M	2	2.55%	Increased
265	Pinnacle Associates New York	$27.5M	-$554K	2	0.54%	Reduced
266	KBC Group Brussels, Belgium	$27.2M	-$3.41M	7	0.41%	Reduced
267	BCM Beddow Capital Management Jackson, Wyoming	$27M	-$1.03M	2	7.58%	Reduced
268	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$26.7M	+$335K	2	0.34%	Increased
269	CCM Cupps Capital Management Chicago, Illinois	$26.7M	-$3.75M	1	1.82%	Reduced
270	EA Euclid Advisors Hartford, Connecticut	$26.7M	-$1.29M	2	0.22%	Reduced
271	SAM Sentinel Asset Management Montpelier, Vermont	$26.6M	+$4.14M	3	0.52%	Increased
272	PFC Phocas Financial Corp Alameda, California	$26.5M	-$4.15M	2	1.56%	Reduced
273	PFU Parus Finance (UK) London, United Kingdom	$26.3M	+$11.4M	1	5.49%	Increased
274	CCI Columbus Circle Investors	$26.2M	+$10.6M	2	0.18%	Increased
275	Bartlett & Co Cincinnati, Ohio	$25.6M	-$305K	2	1.28%	Reduced