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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	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$64.2M	+$13M	1	4.36%	Increased
302	WBC Westpac Banking Corp Sydney, Australia	$63.6M	-$2.28M	3	0.64%	Reduced
303	Mercer Global Advisors Denver, Colorado	$63.3M	+$8.03M	8	0.49%	Increased
304	Virginia Retirement Systems Richmond, Virginia	$63M	-$7.94M	6	0.62%	Reduced
305	Folketrygdfondet Oslo Norway, Norway	$62.9M	+$31.5M	1	1.86%	Increased
306	Homestead Advisers Arlington, Virginia	$62.9M	-$724K	3	1.45%	Reduced
307	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$62.8M	-$3.16M	3	1.56%	Reduced
308	CIP Champlain Investment Partners Burlington, Vermont	$62.5M	+$45.6K	1	0.3%	Increased
309	Marshall Wace London, United Kingdom	$62.1M	-$44.4M	6	0.28%	Reduced
310	Trillium Asset Management Boston, Massachusetts	$61.2M	+$4.89M	3	1.69%	Increased
311	SG Americas Securities New York	$59.7M	-$73.8M	14	0.28%	Reduced
312	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$59.5M	+$3.1M	3	7.53%	Increased
313	Kornitzer Capital Management Shawnee Mission, Kansas	$59.4M	-$7.21M	3	0.89%	Reduced
314	Brown Advisory Baltimore, Maryland	$59.2M	+$1.69M	6	0.09%	Increased
315	DVF Discovery Value Fund Singapore	$57.4M	-$3.12M	2	1.56%	Reduced
316	TimesSquare Capital Management New York	$57.2M	+$57.8M	1	0.47%	New
317	UBV United Bank (Virginia) Vienna, Virginia	$57.1M	+$7.38M	1	7.67%	Increased
318	Caxton Associates (New York) New York	$56.5M	+$54.1M	2	6.2%	New
319	Jupiter Asset Management London, United Kingdom	$56.5M	-$6.6M	4	0.58%	Reduced
320	Prudential plc London, England, United Kingdom	$56M	-$120M	2	0.52%	Reduced
321	Norinchukin Bank Tokyo, Japan	$55.4M	+$799K	3	0.8%	Increased
322	Profund Advisors Bethesda, Maryland	$55.2M	-$1.53M	9	1.85%	Reduced
323	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$55M	+$30M	5	0.58%	Increased
324	SAM Securian Asset Management St Paul, Minnesota	$54.8M	-$245K	8	1.11%	Reduced
325	FP Foundry Partners Minneapolis, Minnesota	$54.3M	-$724K	7	1.86%	Reduced