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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	TI Turner Investments Berwyn, Pennsylvania	$30.8M	-$42.4M	8	0.82%	Reduced
252	OIM Oceanic Investment Management Douglas, Isle Of Man	$30.5M	-$8.6M	2	10.75%	Reduced
253	EA Ecofin Advisors London, United Kingdom	$30.4M	+$1.51M	3	6.6%	Increased
254	Samlyn Capital New York	$30.4M	-$8.28M	1	0.71%	Reduced
255	Nomura Asset Management Tokyo, Japan	$30.2M	+$6.42M	3	0.55%	Increased
256	ZDA Zweig-DiMenna Associates New York	$30.2M	-$4.17M	2	1.78%	Reduced
257	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$29.7M	-$2.46M	5	0.81%	Reduced
258	KBC Group Brussels, Belgium	$29.7M	+$1.28M	7	0.47%	Increased
259	Rathbones Group Liverpool, United Kingdom	$29.4M	+$5.19M	2	2.36%	Increased
260	Aviva London, United Kingdom	$29M	+$9.96M	2	0.24%	Increased
261	VanEck Associates New York	$28.9M	+$2.22M	5	0.14%	Increased
262	BCM Basswood Capital Management New York	$28.7M	+$329K	1	1.49%	Increased
263	Oppenheimer & Co New York	$28.7M	+$4.12M	6	0.86%	Increased
264	CIP Champlain Investment Partners Burlington, Vermont	$28.2M	+$7.31M	1	0.49%	Increased
265	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$28.2M	+$5.23M	7	0.33%	Increased
266	Bank of Montreal Toronto, Ontario, Canada	$28.2M	-$22.1M	15	0.04%	Reduced
267	Capital International Inc Los Angeles, California	$28.2M	-$1.61M	1	1.24%	Reduced
268	I.G. Investment Management Winnipeg, Manitoba, Canada	$28.1M	+$2.87M	5	0.1%	Increased
269	TPSF Texas Permanent School Fund Austin, Texas	$27.8M	-$1.34M	6	0.29%	Reduced
270	ArrowMark Colorado Holdings Denver, Colorado	$27.8M	+$1.33M	2	0.9%	Increased
271	Pinnacle Associates New York	$27.3M	+$275K	2	0.53%	Increased
272	ACI AMP Capital Investors Sydney, Australia	$27.3M	-$8.23M	3	0.18%	Reduced
273	Aperio Group Sausalito, California	$27.3M	+$26.7M	8	0.38%	New
274	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27.3M	-$6.34M	1	0.08%	Reduced
275	Klingenstein Fields & Co New York	$26.9M	-$1.62M	1	1.21%	Reduced