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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
Energy Income Partners
Energy Income Partners
Connecticut
$130M +$10.4M 1 3.06% Increased
277
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$129M +$23.9M 4 0.63% Increased
278
Ossiam
Ossiam
France
$128M +$661K 4 3.35% Increased
279
ORIO
Old Republic International (ORI)
Illinois
$125M $0 2 2.37% Maintained
280
Nissay Asset Management
Nissay Asset Management
Japan
$123M +$4.44M 2 0.94% Increased
281
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$122M +$15.2M 7 0.83% Increased
282
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$121M -$5.43M 5 2.3% Reduced
283
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$121M -$8.42M 12 1.07% Reduced
284
Squarepoint
Squarepoint
New York
$120M +$18.5M 19 0.32% Increased
285
Marsico Capital Management
Marsico Capital Management
Colorado
$120M +$96.8M 1 3.49% Increased
286
Capital International Sarl
Capital International Sarl
California
$119M +$90.2M 1 5.66% Increased
287
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$118M +$42.3M 35 2.04% Increased
288
IFM Investors
IFM Investors
Australia
$117M +$1.78M 1 2.15% Increased
289
HCM
Hitchwood Capital Management
New York
$116M $0 1 3.94% Maintained
290
Personal Capital Advisors
Personal Capital Advisors
California
$115M -$167K 1 0.53% Reduced
291
Nomura Holdings
Nomura Holdings
Japan
$115M -$5.51M 9 0.29% Reduced
292
Private Advisor Group
Private Advisor Group
New Jersey
$115M -$27.3M 8 0.86% Reduced
293
Regions Financial Corp
Regions Financial Corp
Alabama
$114M -$4.4M 5 0.89% Reduced
294
ALPS Advisors
ALPS Advisors
Colorado
$112M -$9.24M 7 1.26% Reduced
295
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$111M +$54.4M 17 1.01% Increased
296
Congress Asset Management
Congress Asset Management
Massachusetts
$111M -$8.45M 2 0.85% Reduced
297
Shelton Capital Management
Shelton Capital Management
Colorado
$108M -$12M 9 3.84% Reduced
298
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$108M +$31.6K 3 0.49% Increased
299
William Blair Investment Management
William Blair Investment Management
Illinois
$106M +$13.1M 1 0.29% Increased
300
OCM
Ogborne Capital Management
California
$106M $0 1 24.99% Maintained
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