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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	ACI AMP Capital Investors Sydney, Australia	$30.6M	-$1.97M	5	0.17%	Reduced
252	Credit Agricole Montrouge Cedex, France	$30.6M	+$2.55M	6	1.48%	Increased
253	Teacher Retirement System of Texas Austin, Texas	$29.5M	-$2.52M	1	0.26%	Reduced
254	HP Harvey Partners Tarrytown, New York	$29.4M	+$18.2M	3	21.21%	Increased
255	Brown Advisory Baltimore, Maryland	$29.3M	+$3.45M	7	0.08%	Increased
256	Balyasny Asset Management Chicago, Illinois	$28.7M	-$30.4M	3	0.2%	Reduced
257	SAM Scopus Asset Management New York	$28.6M	-$30.7M	2	0.93%	Reduced
258	Aberdeen Group Edinburgh, United Kingdom	$28.5M	-$24.1M	3	0.07%	Reduced
259	Arizona State Retirement System Phoenix, Arizona	$28.1M	-$3.8M	11	0.34%	Reduced
260	Kornitzer Capital Management Shawnee Mission, Kansas	$28M	-$589K	4	0.51%	Reduced
261	Fjarde Ap-fonden Stockholm, Sweden	$27.9M	+$1.04M	2	0.36%	Increased
262	MetLife Investment Management Whippany, New Jersey	$27.9M	-$773K	14	0.31%	Reduced
263	Commonwealth Equity Services Waltham, Massachusetts	$27.6M	+$1.09M	11	0.12%	Increased
264	Paradigm Capital Management Inc Albany, New York	$27.5M	+$517K	4	2.47%	Increased
265	SC Sasco Capital Fairfield, Connecticut	$27.5M	+$1.92M	1	2.99%	Increased
266	Royal London Asset Management United Kingdom	$27.3M	+$13.8M	3	0.21%	Increased
267	Obermeyer Wealth Partners Aspen, Colorado	$27.3M	-$986K	1	2.53%	Reduced
268	LPL Financial San Diego, California	$26.9M	+$619K	9	0.05%	Increased
269	SIC Schwartz Investment Counsel Plymouth, Michigan	$26.9M	+$810K	1	1.37%	Increased
270	Foresters Investment Management New York	$26.3M	-$8.66M	2	0.52%	Reduced
271	Congress Asset Management Boston, Massachusetts	$26.3M	-$677K	3	0.34%	Reduced
272	Marshall Wace London, United Kingdom	$26.2M	+$3.06M	11	0.21%	Increased
273	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$26.1M	+$448K	2	1.78%	Increased
274	Oregon Public Employees Retirement Fund Tigard, Oregon	$25.9M	+$446K	11	0.34%	Increased
275	ACM Argent Capital Management St Louis, Missouri	$25.9M	-$1.55M	3	0.96%	Reduced