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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
326	LHC Lodge Hill Capital New York	$19.1M	+$17.6M	2	6.72%	New
327	ARC Absolute Return Capital Boston, Massachusetts	$19.1M	-$241K	4	0.21%	Reduced
328	Aviva London, United Kingdom	$19M	-$5.46M	1	0.16%	Reduced
329	Hancock Whitney Gulfport, Mississippi	$18.8M	+$1M	5	0.77%	Increased
330	Rathbones Group Liverpool, United Kingdom	$18.8M	+$1.23M	2	1.87%	Increased
331	Arrowstreet Capital Boston, Massachusetts	$18.4M	+$16.7M	4	0.1%	Increased
332	Reinhart Partners Mequon, Wisconsin	$18.4M	+$16.1M	2	1.47%	Increased
333	FIG Fortress Investment Group New York	$18.4M	-$5.5M	3	0.28%	Reduced
334	HighTower Advisors Chicago, Illinois	$18.3M	+$3.3M	6	0.38%	Increased
335	ZCG Zesiger Capital Group New York	$18.2M	+$17M	1	6.9%	New
336	abrdn Investment Management Edinburgh, United Kingdom	$18.1M	+$13.9M	2	0.1%	Increased
337	QS Batterymarch Financial Management New York	$18M	+$3.53M	3	0.38%	Increased
338	Douglas C. Lane & Associates New York	$17.8M	+$217K	1	0.59%	Increased
339	CAM Capstone Asset Management Houston, Texas	$17.1M	-$3.69M	9	0.5%	Reduced
340	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$17.1M	-$13M	1	0.92%	Reduced
341	DCM Dupont Capital Management Wilmington, Delaware	$16.8M	-$4.07M	2	0.29%	Reduced
342	Robeco Schweiz Zurich, Switzerland	$16.8M	+$260K	3	1.48%	Increased
343	AIP ARS Investment Partners New York	$16.7M	-$1.38M	1	2.81%	Reduced
344	WI Wafra Inc New York	$16.6M	+$7.03M	2	2.12%	Increased
345	DVM Dreman Value Management West Palm Beach, Florida	$16.6M	-$6.99M	3	1.25%	Reduced
346	CF Cypress Funds Los Angeles, California	$16.6M	$0	1	4.67%	Maintained
347	Nisa Investment Advisors St. Louis, Missouri	$16.6M	-$396K	8	0.24%	Reduced
348	Fidelity International Hamilton, Bermuda	$16.5M	-$16.6M	3	0.07%	Reduced
349	OAM Oxford Asset Management Oxford, United Kingdom	$16.4M	-$6.1M	5	0.41%	Reduced
350	DSI Daiwa SB Investments Tokyo, Japan	$16.4M	-$215K	1	1.84%	Reduced