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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84M -$103M 4 0.15% Reduced
277
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$84M +$10.6M 10 0.49% Increased
278
Glenmede Trust
Glenmede Trust
Pennsylvania
$83.7M -$30.3M 10 0.49% Reduced
279
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$83.2M +$21.3M 13 1.02% Increased
280
Nissay Asset Management
Nissay Asset Management
Japan
$83M +$2.16M 3 0.83% Increased
281
CIBC World Market
CIBC World Market
Ontario, Canada
$82.9M +$19.3M 8 0.29% Increased
282
M&T Bank
M&T Bank
New York
$81.8M +$22.4M 10 0.39% Increased
283
SCM
Scopia Capital Management
New York
$80.4M +$5.21M 1 8.67% Increased
284
National Bank of Canada
National Bank of Canada
Quebec, Canada
$80.4M -$96.5M 17 0.37% Reduced
285
Capital International Sarl
Capital International Sarl
California
$79.7M -$10.1M 1 6.39% Reduced
286
GF
Greenhouse Funds
Maryland
$79M +$5.29M 2 8.7% Increased
287
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$78.7M +$34.4M 1 10.16% Increased
288
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$77.8M +$357K 11 2.08% Increased
289
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.4M -$10.5M 3 0.29% Reduced
290
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$77.3M +$37.2M 28 0.5% Increased
291
Artemis Investment Management
Artemis Investment Management
United Kingdom
$77.2M -$23.2M 2 0.79% Reduced
292
CI Investments Inc
CI Investments Inc
Ontario, Canada
$76.5M +$23M 9 0.36% Increased
293
IP
Interval Partners
New York
$75.8M +$28.3M 2 3.92% Increased
294
Brown Advisory
Brown Advisory
Maryland
$75.6M +$4.66M 6 0.14% Increased
295
WBC
Westpac Banking Corp
Australia
$75.2M +$10.3M 3 0.98% Increased
296
Hood River Capital Management
Hood River Capital Management
Florida
$74.8M +$3.54M 1 2.97% Increased
297
HCM
Hitchwood Capital Management
New York
$74.1M $0 1 14.71% Maintained
298
AE Wealth Management
AE Wealth Management
Kansas
$73.7M +$13.4M 7 0.59% Increased
299
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$73.4M +$15.6M 22 0.45% Increased
300
Atreides Management
Atreides Management
Massachusetts
$73.3M +$47.9M 1 2.73% Increased
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