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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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$19.8M	+$16.8M	7	0.07%	Increased
327	ST Stifel Trust St. Louis, Missouri	$19.7M	+$2.02M	4	3.76%	Increased
328	R.M. Davis Inc Portland, Maine	$19.6M	-$106K	1	1.13%	Reduced
329	H Hexavest Montreal, Quebec, Canada	$19.6M	+$10.3K	3	0.3%	Increased
330	Arizona State Retirement System Phoenix, Arizona	$19.6M	-$615K	6	0.24%	Reduced
331	LHC Lodge Hill Capital New York	$19.5M	-$26.9M	1	4.11%	Reduced
332	Anchor Capital Advisors Boston, Massachusetts	$19.3M	+$9.07M	2	0.4%	Increased
333	ACP Ashfield Capital Partners San Francisco, California	$19M	+$674K	3	0.93%	Increased
334	Bartlett & Co Cincinnati, Ohio	$19M	-$528K	3	0.92%	Reduced
335	AC Ascend Capital Orinda, California	$18.9M	+$20.4M	2	0.56%	New
336	Winton Group London, United Kingdom	$18.9M	-$100K	3	0.14%	Reduced
337	ACI AMP Capital Investors Sydney, Australia	$18.9M	-$2.27M	4	0.12%	Reduced
338	WP WMS Partners Towson, Maryland	$18.7M	+$569K	3	2.93%	Increased
339	ProShare Advisors Bethesda, Maryland	$18.7M	-$756K	9	0.25%	Reduced
340	TCW Group Los Angeles, California	$18.6M	-$504K	2	0.07%	Reduced
341	Hood River Capital Management Palm Beach Gardens, Florida	$18.4M	+$4.61M	2	2.55%	Increased
342	TA Teton Advisors Rye, New York	$18.1M	+$546K	6	1.3%	Increased
343	Rothschild & Co Asset Management US Stamford, Connecticut	$18.1M	+$437K	2	0.39%	Increased
344	Jane Street New York	$18.1M	-$29.4M	3	0.18%	Reduced
345	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$17.8M	-$5.08M	1	0.19%	Reduced
346	Nomura Holdings Tokyo, Japan	$17.6M	-$305K	8	0.05%	Reduced
347	SCM Stevens Capital Management Radnor, Pennsylvania	$17.5M	+$10.3M	2	0.53%	Increased
348	TM Tiger Management New York	$17.2M	+$16.7M	1	4.57%	New
349	WIC Willis Investment Counsel Gainesville, Georgia	$17.1M	-$77.9K	2	1.8%	Reduced
350	Asset Management One Tokyo, Japan	$17.1M	+$3.3M	8	0.24%	Increased