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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	Davis Selected Advisers Tucson, Arizona	$31.8M	-$72.7K	2	0.11%	Reduced
252	Capital International Los Angeles, California	$30.9M	$0	2	1.82%	Maintained
253	Mirae Asset Global Investments Seoul, South Korea	$30M	-$1.87M	3	0.96%	Reduced
254	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$29.8M	+$10.9M	6	1.01%	Increased
255	CCI Columbus Circle Investors	$29.6M	-$54.9M	2	0.21%	Reduced
256	SG Americas Securities New York	$29.3M	-$12.4M	7	0.19%	Reduced
257	Nomura Asset Management Tokyo, Japan	$29.1M	-$2.67M	3	0.54%	Reduced
258	Rothschild & Co Asset Management US Stamford, Connecticut	$28.8M	+$353K	2	0.53%	Increased
259	SAM Scopus Asset Management New York	$28.7M	-$9.57M	2	0.5%	Reduced
260	GC GMT Capital Atlanta, Georgia	$28.6M	-$6.4M	2	0.75%	Reduced
261	GW&K Investment Management Boston, Massachusetts	$27.9M	-$529K	1	0.63%	Reduced
262	Arrowstreet Capital Boston, Massachusetts	$27.6M	-$8.81M	3	0.16%	Reduced
263	MAA Matrix Asset Advisors White Plains, New York	$27.4M	-$2.31M	1	3.44%	Reduced
264	BNP Paribas Asset Management Paris, France	$27.2M	-$1.65M	4	0.22%	Reduced
265	BCM Basswood Capital Management New York	$27M	-$2.42M	2	1.27%	Reduced
266	QI QV Investors Calgary, Alberta, Canada	$27M	+$4.9M	1	2.98%	Increased
267	VanEck Associates New York	$26.9M	+$271K	5	0.16%	Increased
268	PM Pembroke Management Montreal, Quebec, Canada	$26.8M	-$18.3M	1	1.7%	Reduced
269	BCM Bodri Capital Management San Francisco, California	$26.8M	+$23.1M	4	14.83%	Increased
270	Douglas C. Lane & Associates New York	$26.7M	-$396K	1	0.72%	Reduced
271	D.E. Shaw & Co New York	$26.7M	-$3.35M	12	0.04%	Reduced
272	NRC North Run Capital Boston, Massachusetts	$26.5M	+$24.9M	1	2.6%	New
273	Asset Management One Tokyo, Japan	$26.3M	+$3.13M	7	0.36%	Increased
274	VOYA Investment Management Atlanta, Georgia	$25.9M	-$82.1M	12	0.06%	Reduced
275	QF QVT Financial New York	$25.6M	-$3.69M	1	0.39%	Reduced