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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	Arizona State Retirement System Phoenix, Arizona	$16.3M	-$1.21M	7	0.25%	Reduced
302	TU TDAM USA Toronto, Ontario, Canada	$16M	+$119K	2	0.79%	Increased
303	CIBC Private Wealth Group Atlanta, Georgia	$15.8M	-$79.9K	5	0.11%	Reduced
304	HA Heartland Advisors Milwaukee, Wisconsin	$15.7M	+$1.83M	2	0.9%	Increased
305	ACM Argent Capital Management St Louis, Missouri	$15.7M	+$411K	3	0.67%	Increased
306	BAPIM British Airways Pensions Investment Management London, United Kingdom	$15.7M	-$13.8K	1	0.46%	Reduced
307	OAM Oxford Asset Management Oxford, United Kingdom	$15.7M	-$6.71M	2	0.48%	Reduced
308	Nisa Investment Advisors St. Louis, Missouri	$15.7M	-$261K	9	0.2%	Reduced
309	CC Cadinha & Co Honolulu, Hawaii	$15.6M	+$251K	1	3.18%	Increased
310	MC Martin Currie Edinburgh, United Kingdom	$15.6M	-$323K	2	1.41%	Reduced
311	HBK Investments Dallas, Texas	$15.5M	-$5.39M	5	0.14%	Reduced
312	Kennedy Capital Management St Louis, Missouri	$15.5M	-$7.57M	3	0.3%	Reduced
313	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.3M	-$12.9M	2	0.04%	Reduced
314	United Capital Financial Advisors Irving, Texas	$15.3M	+$10.9M	5	0.15%	Increased
315	Envestnet Asset Management Chicago, Illinois	$15.3M	-$1.71M	8	0.06%	Reduced
316	CHA Cedar Hill Associates Chicago, Illinois	$15.3M	+$655K	1	2.49%	Increased
317	Douglas Lane & Associates New York	$15.2M	-$5.97M	2	0.41%	Reduced
318	1832 Asset Management Toronto, Ontario, Canada	$15.1M	-$12.3M	4	0.06%	Reduced
319	Ruffer LLP London, United Kingdom	$14.7M	-$257K	1	0.88%	Reduced
320	SCP Sandhill Capital Partners Buffalo, New York	$14.7M	+$13.2K	2	4.43%	Increased
321	Alyeska Investment Group Chicago, Illinois	$14.7M	-$7.89M	1	0.14%	Reduced
322	First Eagle Investment Management New York	$14.6M	+$773K	2	0.04%	Increased
323	CG Clinton Group New York	$14.6M	-$4.1M	3	0.68%	Reduced
324	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$14.5M	+$278K	2	0.67%	Increased
325	Copeland Capital Management Conshohocken, Pennsylvania	$14.5M	-$690K	1	0.93%	Reduced