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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
301	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$14.6M	-$46.8M	1	0.2%	Reduced
302	FMW Farr Miller & Washington Washington, District of Columbia	$14.5M	-$9.52K	1	1.86%	Reduced
303	ArrowMark Colorado Holdings Denver, Colorado	$14.4M	-$21.5M	1	0.39%	Reduced
304	AMF Tjänstepension Stockholm, Sweden	$14.3M	+$14.7M	1	0.22%	New
305	TCM Tensile Capital Management Larkspur, California	$14.2M	+$6.08M	1	4.26%	Increased
306	LPL Financial San Diego, California	$14.2M	-$515K	10	0.08%	Reduced
307	Capital International Sarl Los Angeles, California	$14.2M	-$118K	1	1.27%	Reduced
308	AL AJO LP Philadelphia, Pennsylvania	$14.1M	-$125K	1	0.06%	Reduced
309	UBS O'Connor Chicago, Illinois	$14M	-$38.4M	3	0.13%	Reduced
310	HCCM Herring Creek Capital Management Stamford, Connecticut	$14M	+$1.43M	1	3.82%	Increased
311	GL GLG LLC New York	$13.8M	-$1.99M	5	0.35%	Reduced
312	Arizona State Retirement System Phoenix, Arizona	$13.7M	+$15.5M	6	0.19%	New
313	Nisa Investment Advisors St. Louis, Missouri	$13.7M	+$843K	7	0.21%	Increased
314	CAM Capstone Asset Management Houston, Texas	$13.5M	+$487K	7	0.42%	Increased
315	WP WMS Partners Towson, Maryland	$13.1M	+$261K	4	2%	Increased
316	WIM Wilen Investment Management Bonita Springs, Florida	$13.1M	-$240K	2	9.36%	Reduced
317	WIC Willis Investment Counsel Gainesville, Georgia	$13.1M	-$1.62M	2	1.28%	Reduced
318	MC Martin Currie Edinburgh, United Kingdom	$13M	+$464K	1	1.35%	Increased
319	IRF IBM Retirement Fund Armonk, New York	$13M	-$1.56M	3	0.28%	Reduced
320	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	-$1.35M	1	0.63%	Reduced
321	CTI Community Trust & Investment Versailles, Kentucky	$13M	+$742K	1	1.75%	Increased
322	TU TDAM USA Toronto, Ontario, Canada	$12.8M	+$1.25M	2	0.65%	Increased
323	HighTower Advisors Chicago, Illinois	$12.6M	-$4.83M	5	0.17%	Reduced
324	M&T Bank Buffalo, New York	$12.6M	-$3.15M	5	0.09%	Reduced
325	Summit Partners Public Asset Management Boston, Massachusetts	$12.4M	-$964K	1	4.7%	Reduced