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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	EARNEST Partners Atlanta, Georgia	$137M	-$24.4M	8	0.76%	Reduced
252	New York Life Investment Management New York	$137M	+$1.15M	14	1.42%	Increased
253	Ariel Investments Chicago, Illinois	$136M	-$30.9M	1	1.29%	Reduced
254	State of Alaska Department of Revenue Juneau, Alaska	$134M	-$5.78M	13	1.6%	Reduced
255	Driehaus Capital Management Chicago, Illinois	$133M	+$37.4M	8	1.68%	Increased
256	INTECH Investment Management West Palm Beach, Florida	$129M	-$15.4M	6	1.33%	Reduced
257	HCC Hill City Capital Boston, Massachusetts	$128M	+$4.9M	2	19.64%	Increased
258	Brown Advisory Baltimore, Maryland	$128M	+$20M	8	0.2%	Increased
259	Great Lakes Advisors Chicago, Illinois	$128M	-$50.9M	7	1.28%	Reduced
260	Energy Income Partners Westport, Connecticut	$127M	-$17.5M	1	2.7%	Reduced
261	SAM Scopus Asset Management New York	$125M	+$13.5M	7	3.5%	Increased
262	Fort Washington Investment Advisors Cincinnati, Ohio	$124M	-$64.8M	4	0.89%	Reduced
263	Guinness Asset Management London, United Kingdom	$123M	-$9.22M	3	2.86%	Reduced
264	Quadrature Capital London, United Kingdom	$123M	+$84.3M	11	2.69%	Increased
265	Ossiam Paris, France	$122M	-$64.8M	4	2.19%	Reduced
266	Westwood Holdings Group Dallas, Texas	$121M	-$11.3M	4	1.08%	Reduced
267	CAPTRUST Financial Advisors Raleigh, North Carolina	$120M	+$4.13M	15	0.47%	Increased
268	Gabelli Funds Rye, New York	$120M	+$462K	11	0.91%	Increased
269	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$116M	-$18.1M	4	1.64%	Reduced
270	WC Wexford Capital West Palm Beach, Florida	$115M	+$6.13M	4	22.78%	Increased
271	William Blair & Company Chicago, Illinois	$114M	-$6.25M	10	0.42%	Reduced
272	Pacer Advisors Malvern, Pennsylvania	$114M	-$3.48M	11	0.46%	Reduced
273	Virginia Retirement Systems Richmond, Virginia	$113M	+$9.33M	8	1.09%	Increased
274	Squarepoint New York	$113M	+$45.1M	15	0.35%	Increased
275	Luther King Capital Management (LKCM) Fort Worth, Texas	$113M	-$1.65M	3	0.56%	Reduced