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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	Robeco Schweiz Zurich, Switzerland	$17.2M	+$594K	2	1.31%	Increased
327	PFU Parus Finance (UK) London, United Kingdom	$17M	-$12.3M	1	3.47%	Reduced
328	First Eagle Investment Management New York	$17M	+$816K	1	0.04%	Increased
329	National Rural Electric Cooperative Association Arlington, Virginia	$17M	$0	1	0.3%	Maintained
330	DL Delta Lloyd Amsterdam, Netherlands	$16.9M	+$1.76M	3	0.5%	Increased
331	VFM Viking Fund Management Minot, North Dakota	$16.8M	-$628K	1	2.37%	Reduced
332	ACI AMP Capital Investors Sydney, Australia	$16.7M	-$1.6M	3	0.1%	Reduced
333	Nisa Investment Advisors St. Louis, Missouri	$16.6M	+$1.76M	7	0.23%	Increased
334	PFC Phocas Financial Corp Alameda, California	$16.3M	-$8.61M	2	1.09%	Reduced
335	IRF IBM Retirement Fund Armonk, New York	$16.3M	+$170K	5	0.31%	Increased
336	Daiwa Securities Group Tokyo, Japan	$16.3M	+$8.09M	3	0.11%	Increased
337	Thornburg Investment Management Santa Fe, New Mexico	$16.2M	-$5.68M	1	0.08%	Reduced
338	Gulf International Bank (UK) London, United Kingdom	$16.2M	+$353K	3	0.29%	Increased
339	TU TDAM USA Toronto, Ontario, Canada	$16.1M	+$838K	2	0.68%	Increased
340	Capital International Inc Los Angeles, California	$16.1M	-$1.93M	1	1.1%	Reduced
341	MP Makaira Partners La Jolla, California	$16.1M	+$3.62M	1	2.84%	Increased
342	AP Alydar Partners Boston, Massachusetts	$16M	-$3.39M	1	2.53%	Reduced
343	Robeco Institutional Asset Management Rotterdam, Netherlands	$16M	-$32.2M	2	0.11%	Reduced
344	Oppenheimer & Co New York	$15.9M	-$7.79M	4	0.46%	Reduced
345	Janney Montgomery Scott Philadelphia, Pennsylvania	$15.7M	-$532K	5	0.32%	Reduced
346	H Hexavest Montreal, Quebec, Canada	$15.5M	+$133K	3	0.23%	Increased
347	Federated Hermes Pittsburgh, Pennsylvania	$15.4M	-$2.92M	8	0.05%	Reduced
348	EULAV Asset Management Sarasota, Florida	$15.3M	+$164K	3	0.82%	Increased
349	CAM Capstone Asset Management Houston, Texas	$15.3M	+$2.23M	7	0.44%	Increased
350	Fjarde Ap-fonden Stockholm, Sweden	$15.3M	-$430K	3	0.33%	Reduced