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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	William Blair & Company Chicago, Illinois	$95.5M	+$2.04M	10	0.33%	Increased
277	Ossiam Paris, France	$93.7M	+$80.6M	4	2.65%	Increased
278	Mariner Overland Park, Kansas	$92.7M	+$6.49M	4	0.48%	Increased
279	Optiver Holding Amsterdam, Netherlands	$91.6M	+$83.3M	1	0.09%	Increased
280	LCG Luxor Capital Group New York	$90.3M	+$64.6M	1	0.81%	Increased
281	KeyBank National Association Cleveland, Ohio	$87.8M	-$661K	7	0.38%	Reduced
282	Nissay Asset Management Tokyo, Japan	$87.7M	+$6.36M	2	0.74%	Increased
283	SCC Spring Creek Capital Wichita, Kansas	$87.1M	+$57.9M	4	4.24%	Increased
284	BRF B. Riley Financial Los Angeles, California	$86.7M	-$5.23M	1	10.97%	Reduced
285	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$86.3M	+$2.95M	11	2.08%	Increased
286	United Capital Financial Advisors Irving, Texas	$85.8M	-$208K	5	0.43%	Reduced
287	HCM Hitchwood Capital Management New York	$85.3M	$0	1	2.46%	Maintained
288	Personal Capital Advisors Redwood City, California	$84.7M	+$1.51M	1	0.43%	Increased
289	IFM Investors Melbourne, Australia	$84.5M	+$5.02M	1	1.75%	Increased
290	Swiss Life Asset Management Zurich,	$83.5M	-$1.61M	2	1.16%	Reduced
291	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$83M	+$27.8M	1	0.18%	Increased
292	Polar Capital Holdings London, United Kingdom	$82.9M	+$75.5M	1	0.34%	New
293	Anchor Capital Advisors Boston, Massachusetts	$81.2M	-$1.97M	2	1.69%	Reduced
294	Van Berkom & Associates Montreal, Quebec, Canada	$79.7M	+$1.52M	1	2.42%	Increased
295	Squarepoint New York	$79.2M	+$889K	12	0.23%	Increased
296	Virginia Retirement Systems Richmond, Virginia	$78.9M	+$6.49M	5	0.81%	Increased
297	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$78M	-$21.4M	3	0.41%	Reduced
298	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$77.5M	$0	1	0.83%	Maintained
299	OCM Ogborne Capital Management San Francisco, California	$77.5M	+$17.7M	1	31.34%	Increased
300	Guinness Asset Management London, United Kingdom	$76.8M	+$10.3M	3	3.64%	Increased