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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	Jupiter Investment Management London, United Kingdom	$26M	-$2.11M	2	0.42%	Reduced
327	MLICM Metropolitan Life Insurance Company (MetLife) New York	$25.8M	-$66.3K	16	0.46%	Reduced
328	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$25.8M	+$4.04M	7	0.31%	Increased
329	Första AP-fonden Stockholm, Sweden	$25.5M	+$3.52M	2	0.67%	Increased
330	Railway Pension Investments London, United Kingdom	$25.4M	+$2.6M	1	0.28%	Increased
331	Harris Associates Chicago, Illinois	$25.3M	-$21.8K	1	0.06%	Reduced
332	Weiss Asset Management Boston, Massachusetts	$24.9M	+$22.4M	2	1.72%	Increased
333	CIBC Asset Management Toronto, Ontario, Canada	$24.8M	+$848K	5	0.15%	Increased
334	PP Paloma Partners Greenwich, Connecticut	$24.4M	+$18M	11	0.42%	Increased
335	Shelton Capital Management Denver, Colorado	$24.1M	+$105K	6	1.33%	Increased
336	Old Mission Capital Chicago, Illinois	$23.9M	+$13.6M	2	1.71%	Increased
337	Point72 Asset Management Stamford, Connecticut	$23.7M	+$9.13M	4	0.15%	Increased
338	IECM Intrinsic Edge Capital Management Chicago, Illinois	$23.7M	+$21.2M	3	2.19%	New
339	TPSF Texas Permanent School Fund Austin, Texas	$23.5M	-$1.69M	10	0.37%	Reduced
340	Nissay Asset Management Tokyo, Japan	$23.1M	+$1.72M	2	0.45%	Increased
341	Oppenheimer & Co New York	$23.1M	+$2.04M	8	0.6%	Increased
342	NN Investment Partners Holdings The Hague, Netherlands	$23.1M	+$1.05M	2	0.16%	Increased
343	RHJA Rice Hall James & Associates San Diego, California	$22.8M	+$4.44M	4	0.98%	Increased
344	PCM Parsifal Capital Management Greenwich, Connecticut	$22.3M	-$20.7M	1	6.61%	Reduced
345	MFP Michael F. Price	$22.2M	+$22.7M	1	4.06%	Increased
346	Brown Advisory Baltimore, Maryland	$22.2M	-$1.3M	7	0.05%	Reduced
347	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$22M	-$1.82M	14	0.33%	Reduced
348	EP Edgestream Partners Princeton, New Jersey	$21.9M	+$16.2M	2	1.15%	Increased
349	Nomura Holdings Tokyo, Japan	$21.8M	-$101M	3	0.08%	Reduced
350	Acadian Asset Management Boston, Massachusetts	$21.8M	+$6.49M	11	0.09%	Increased