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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	IFM Investors Melbourne, Australia	$50.7M	+$5.36M	1	1.61%	Increased
327	PCM Prelude Capital Management New York	$50.7M	+$32M	7	1.29%	Increased
328	M&T Bank Buffalo, New York	$50.6M	+$1.65M	9	0.22%	Increased
329	Man Group London, United Kingdom	$50.3M	-$1.61M	8	0.22%	Reduced
330	CIP Champlain Investment Partners Burlington, Vermont	$49.8M	+$1.19M	1	0.29%	Increased
331	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$49.3M	-$141M	1	5.31%	Reduced
332	Mercer Global Advisors Denver, Colorado	$49.2M	-$16.5M	9	0.61%	Reduced
333	Eagle Asset Management St Petersburg, Florida	$48.9M	+$9.47M	5	0.28%	Increased
334	VVP Vulcan Value Partners Birmingham, Alabama	$48.8M	-$12M	1	0.32%	Reduced
335	LSCM Light Street Capital Management Palo Alto, California	$48.3M	-$43.5M	1	1.44%	Reduced
336	FFM Fullerton Fund Management Singapore	$47.3M	+$34.3M	1	3.47%	New
337	Munro Partners Melbourne, Australia	$46.2M	+$22.1M	1	2%	Increased
338	Kornitzer Capital Management Shawnee Mission, Kansas	$45.8M	+$6.32M	3	0.78%	Increased
339	Profund Advisors Bethesda, Maryland	$45.7M	+$1.55M	8	2%	Increased
340	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$45.5M	-$13M	10	0.28%	Reduced
341	LPC Lion Point Capital New York	$45.1M	-$100M	1	8.69%	Reduced
342	Quadrature Capital London, United Kingdom	$45M	+$18.1M	4	2.2%	Increased
343	Advisors Asset Management Monument, Colorado	$44.8M	+$6.47M	9	0.7%	Increased
344	CIBC World Market Toronto, Ontario, Canada	$44.1M	+$4.27M	5	0.14%	Increased
345	CAM ClariVest Asset Management San Diego, California	$44M	+$9.35M	10	1.5%	Increased
346	MN Services Vermogensbeheer The Hague, Netherlands	$43.5M	+$294K	1	0.31%	Increased
347	Crossmark Global Holdings Houston, Texas	$42.8M	+$18.6M	10	1.08%	Increased
348	Paradigm Capital Management Inc Albany, New York	$42.7M	-$330K	4	2.55%	Reduced
349	Trillium Asset Management Boston, Massachusetts	$42.2M	-$1.39M	3	1.52%	Reduced
350	New Mexico Educational Retirement Board Santa Fe, New Mexico	$41.6M	+$23.8M	8	1.76%	Increased