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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	Third Point New York	$112M	+$22.2M	1	1.64%	Increased
277	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$112M	+$6.77M	18	0.49%	Increased
278	Winslow Capital Management Minneapolis, Minnesota	$111M	-$113M	1	0.5%	Reduced
279	Fifth Third Bancorp Cincinnati, Ohio	$110M	+$22.8M	16	0.49%	Increased
280	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$110M	+$7.97M	13	2.43%	Increased
281	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$107M	-$2.24M	1	7.19%	Reduced
282	Marsico Capital Management Denver, Colorado	$105M	+$25.9M	1	4.2%	Increased
283	Acadian Asset Management Boston, Massachusetts	$102M	-$2.84M	12	0.42%	Reduced
284	Mercer Global Advisors Denver, Colorado	$102M	+$11.1M	10	0.41%	Increased
285	Capital International Investors Los Angeles, California	$102M	-$602M	2	0.02%	Reduced
286	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$102M	-$11.5M	3	5.08%	Reduced
287	Swiss Life Asset Management Zurich,	$101M	-$1.72M	5	1.49%	Reduced
288	UBV United Bank (Virginia) Vienna, Virginia	$100M	$0	1	12.31%	Maintained
289	SCA Southpoint Capital Advisors New York	$99.3M	-$37.3M	3	2.16%	Reduced
290	Nissay Asset Management Tokyo, Japan	$99.3M	+$1.66M	4	0.86%	Increased
291	Arrowstreet Capital Boston, Massachusetts	$98.8M	-$74.7M	8	0.12%	Reduced
292	Oppenheimer & Co New York	$98.8M	-$195K	14	1.98%	Reduced
293	Cookson Peirce & Co Pittsburgh, Pennsylvania	$97.8M	+$1.27M	6	5.97%	Increased
294	Twin Tree Management Dallas, Texas	$97.5M	+$49.6M	2	0.15%	Increased
295	Haverford Trust Company Radnor, Pennsylvania	$97.2M	+$68M	4	1.1%	Increased
296	Polar Capital Holdings London, United Kingdom	$97M	+$22.7M	2	0.49%	Increased
297	Czech National Bank Prague, Czech Republic	$96.3M	+$520K	3	2.19%	Increased
298	Two Sigma Advisers New York	$95.2M	-$19.9M	14	0.24%	Reduced
299	GF Greenhouse Funds Baltimore, Maryland	$95M	-$2.57M	2	7.41%	Reduced
300	Pathstone Family Office Englewood, New Jersey	$93.3M	-$1.11M	11	1.33%	Reduced