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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	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$60M	-$499M	1	0.7%	Reduced
302	TAMH Taikang Asset Management (HK) Hong Kong	$60M	$0	1	8.84%	Maintained
303	LCM Lomas Capital Management New York	$59.9M	+$12.2M	1	5.75%	Increased
304	ING Group Amsterdam, Netherlands	$59.6M	+$43M	3	1.33%	Increased
305	Marshall Wace London, United Kingdom	$58.4M	-$7.97M	9	0.32%	Reduced
306	SAM Scopus Asset Management New York	$57.4M	+$8.82M	5	0.92%	Increased
307	Hood River Capital Management Palm Beach Gardens, Florida	$57.4M	+$46.1M	2	1.9%	New
308	Pzena Investment Management New York	$56.9M	+$46.8M	1	0.27%	New
309	ALPS Advisors Denver, Colorado	$56.3M	-$8.1M	7	0.63%	Reduced
310	SAM Securian Asset Management St Paul, Minnesota	$56M	+$35.1M	8	1.27%	Increased
311	Achmea Investment Management Zeist, Netherlands	$55.7M	+$2.29M	2	2.01%	Increased
312	CI Investments Inc Toronto, Ontario, Canada	$55.6M	+$13.9M	5	0.25%	Increased
313	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$55.3M	-$12M	4	1.74%	Reduced
314	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$55M	+$5.51M	2	1.28%	Increased
315	SAM Shell Asset Management The Hague, Netherlands	$54.6M	+$8.72M	7	1.13%	Increased
316	Homestead Advisers Arlington, Virginia	$54.4M	+$20.4M	3	1.34%	Increased
317	Mariner Overland Park, Kansas	$53.6M	+$4.51M	2	0.41%	Increased
318	NC Nitorum Capital New York	$53.6M	+$208K	1	2.08%	Increased
319	Castleark Management Chicago, Illinois	$53.4M	-$1.58M	3	2%	Reduced
320	CIBC Private Wealth Group Atlanta, Georgia	$52.4M	+$4.22M	5	0.14%	Increased
321	ICOM Investment Counselors of Maryland Baltimore, Maryland	$52.3M	-$22.6M	3	1.68%	Reduced
322	Norinchukin Bank Tokyo, Japan	$52.2M	+$31.8M	3	0.74%	Increased
323	Mondrian Investment Partners London, United Kingdom	$52.2M	-$10.1M	2	1.29%	Reduced
324	Gabelli Funds Rye, New York	$52.1M	+$528K	9	0.37%	Increased
325	Mackenzie Financial Toronto Ontario, Ontario, Canada	$51.7M	-$76.2M	4	0.11%	Reduced