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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$57.6M	+$4.53M	6	0.14%	Increased
252	Comerica Bank Dallas, Texas	$57.3M	-$4.3M	13	0.42%	Reduced
253	Hudson Bay Capital Management Stamford, Connecticut	$57M	-$5.72M	4	0.85%	Reduced
254	Brandywine Global Investment Management Philadelphia, Pennsylvania	$54.8M	-$21.3M	5	0.54%	Reduced
255	Mondrian Investment Partners London, United Kingdom	$54.5M	-$371K	2	1.89%	Reduced
256	MSL Mackay Shields LLC New York	$54.1M	-$3.17M	6	0.37%	Reduced
257	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$53.3M	-$5.82M	3	2%	Reduced
258	ICOM Investment Counselors of Maryland Baltimore, Maryland	$53M	+$21.2M	3	2.37%	Increased
259	Shelton Capital Management Denver, Colorado	$52.1M	+$6.38M	7	2.16%	Increased
260	United Capital Financial Advisors Irving, Texas	$51.4M	-$5.99M	4	0.34%	Reduced
261	Private Advisor Group Morristown, New Jersey	$50.5M	-$3.51M	4	0.66%	Reduced
262	Marshall Wace London, United Kingdom	$50.3M	+$21.4M	8	0.32%	Increased
263	VVP Vulcan Value Partners Birmingham, Alabama	$49.7M	+$911K	1	0.39%	Increased
264	Factory Mutual Insurance Waltham, Massachusetts	$49.3M	$0	1	0.8%	Maintained
265	OCM Ogborne Capital Management San Francisco, California	$48.8M	-$8.41M	1	13.97%	Reduced
266	Rockefeller Capital Management New York	$48.7M	+$4.42M	12	0.46%	Increased
267	Mercer Global Advisors Denver, Colorado	$48.6M	+$5.02M	8	0.73%	Increased
268	Daiwa Securities Group Tokyo, Japan	$48.2M	+$1.91M	5	0.44%	Increased
269	WBC Westpac Banking Corp Sydney, Australia	$47.8M	-$7.47M	3	0.65%	Reduced
270	CIBC Asset Management Toronto, Ontario, Canada	$47.7M	+$2.16M	5	0.24%	Increased
271	Calamos Advisors Naperville, Illinois	$46.9M	-$6.83M	3	0.3%	Reduced
272	Jupiter Asset Management London, United Kingdom	$46.2M	+$34.1M	3	0.49%	Increased
273	Wolverine Trading Chicago, Illinois	$46.1M	+$16.9M	7	0.11%	Increased
274	Axiom Investors Greenwich, Connecticut	$46M	+$37.9M	1	0.75%	New
275	Prudential plc London, England, United Kingdom	$45.7M	+$6.19M	2	0.23%	Increased