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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
276	HP Harvey Partners Tarrytown, New York	$32.3M	-$1.4M	3	18.33%	Reduced
277	SCM SG Capital Management Chicago, Illinois	$32.2M	+$33M	1	6.33%	New
278	CIBC World Markets New York	$32M	-$43.3M	7	0.21%	Reduced
279	JP Morgan Private Wealth Advisors San Francisco, California	$31.9M	+$6.42M	5	0.14%	Increased
280	Korea Investment Corp Seoul, South Korea	$31.8M	+$3.56M	1	0.12%	Increased
281	Point72 Asset Management Stamford, Connecticut	$31.8M	-$40.3M	5	0.17%	Reduced
282	Obermeyer Wealth Partners Aspen, Colorado	$31.3M	+$104K	2	2.77%	Increased
283	T TOBAM Paris, France	$31.2M	-$10.6M	1	1.91%	Reduced
284	Fjarde Ap-fonden Stockholm, Sweden	$31.1M	-$6.7M	2	0.38%	Reduced
285	Trillium Asset Management Boston, Massachusetts	$30.4M	+$1.98M	2	1.35%	Increased
286	MetLife Investment Management Whippany, New Jersey	$30.3M	-$696K	14	0.32%	Reduced
287	Ceredex Value Advisors Orlando, Florida	$30.3M	-$30.6M	2	0.35%	Reduced
288	Kornitzer Capital Management Shawnee Mission, Kansas	$30.1M	-$2.16M	5	0.53%	Reduced
289	William Blair & Company Chicago, Illinois	$29.9M	+$2.47M	6	0.15%	Increased
290	DZ Bank Frankfurt Am Main, Germany	$29.9M	+$7.31M	2	0.08%	Increased
291	Nisa Investment Advisors St. Louis, Missouri	$29.6M	-$1.1M	12	0.25%	Reduced
292	Xact Kapitalforvaltning Stockholm, Sweden	$29.4M	+$1.41M	10	0.5%	Increased
293	Arizona State Retirement System Phoenix, Arizona	$29.4M	-$2.13M	11	0.35%	Reduced
294	SIC Schwartz Investment Counsel Plymouth, Michigan	$29.2M	-$1.29M	1	1.38%	Reduced
295	Oregon Public Employees Retirement Fund Tigard, Oregon	$29M	-$255K	11	0.4%	Reduced
296	Credit Agricole Montrouge Cedex, France	$28.6M	-$14.9M	5	1.59%	Reduced
297	Cornerstone Investment Partners Atlanta, Georgia	$28.5M	+$5.64M	3	1.36%	Increased
298	AL AJO LP Philadelphia, Pennsylvania	$28.5M	+$23.3M	4	0.17%	Increased
299	Atreides Management Boston, Massachusetts	$28.3M	+$22M	1	6.49%	New
300	Candriam SCA Strassen, Luxembourg, Luxembourg	$28.2M	+$5.95M	2	0.3%	Increased