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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	CIP Champlain Investment Partners Burlington, Vermont	$62.9M	+$1.42M	1	0.33%	Increased
302	Jupiter Asset Management London, United Kingdom	$62.3M	-$1.69M	4	0.61%	Reduced
303	Homestead Advisers Arlington, Virginia	$60.4M	-$2.01M	3	1.44%	Reduced
304	1832 Asset Management Toronto, Ontario, Canada	$59.8M	+$53.9M	3	0.13%	Increased
305	DVF Discovery Value Fund Singapore	$59.5M	-$716M	2	1.95%	Reduced
306	Guinness Asset Management London, United Kingdom	$59M	+$22.2M	3	3.72%	Increased
307	Kornitzer Capital Management Shawnee Mission, Kansas	$58.9M	-$1.02M	3	0.94%	Reduced
308	Brown Advisory Baltimore, Maryland	$57.4M	+$27M	6	0.1%	Increased
309	Pacer Advisors Malvern, Pennsylvania	$56.9M	-$7.68M	10	0.99%	Reduced
310	Profund Advisors Bethesda, Maryland	$55.5M	+$13.4M	9	2.14%	Increased
311	IFM Investors Melbourne, Australia	$55.3M	+$8.27M	1	1.48%	Increased
312	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$54.3M	+$9.95M	3	6.9%	Increased
313	SAM Securian Asset Management St Paul, Minnesota	$53.7M	-$1.13M	8	1.17%	Reduced
314	MUFG Securities EMEA London, United Kingdom	$53.5M	+$18.7M	2	0.43%	Increased
315	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$53.4M	-$3.77M	1	0.62%	Reduced
316	Norinchukin Bank Tokyo, Japan	$53.4M	+$3.25M	3	0.73%	Increased
317	HRT Financial New York	$53.3M	+$28.3M	16	0.54%	Increased
318	Trillium Asset Management Boston, Massachusetts	$53.2M	+$3.42M	3	1.68%	Increased
319	CIBC Private Wealth Group Atlanta, Georgia	$53.2M	-$905K	5	0.13%	Reduced
320	BCH Berkshire Capital Holdings San Jose, California	$53.2M	-$11.9M	1	6.07%	Reduced
321	Advisors Asset Management Monument, Colorado	$53.1M	+$5.11M	9	0.83%	Increased
322	Achmea Investment Management Zeist, Netherlands	$52.9M	-$3.37M	2	1.84%	Reduced
323	Mercer Global Advisors Denver, Colorado	$52.8M	+$1.87M	8	0.48%	Increased
324	Mariner Overland Park, Kansas	$52.4M	+$844K	2	0.37%	Increased
325	FP Foundry Partners Minneapolis, Minnesota	$51.5M	+$4.14M	7	1.69%	Increased