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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	TAM Telemark Asset Management Boston, Massachusetts	$57.5M	-$1.69M	3	8.72%	Reduced
327	Bank of Nova Scotia Toronto, Ontario, Canada	$57.1M	-$19.2M	7	0.15%	Reduced
328	Homestead Advisers Arlington, Virginia	$56.5M	+$15.3K	2	1.51%	Increased
329	LPU Lansdowne Partners (UK) London, United Kingdom	$55.9M	-$3.3M	1	11.57%	Reduced
330	Kornitzer Capital Management Shawnee Mission, Kansas	$55.7M	-$7.97M	5	1.13%	Reduced
331	UMB Bank Kansas City, Missouri	$55.5M	-$1.06M	12	0.88%	Reduced
332	Crawford Investment Counsel Atlanta, Georgia	$55.4M	-$29.9M	5	1.19%	Reduced
333	NC Nitorum Capital New York	$55M	-$5.07M	1	5.18%	Reduced
334	Mercer Global Advisors Denver, Colorado	$54.8M	+$1.85M	9	0.27%	Increased
335	Carmignac Gestion Paris, France	$54.4M	+$29.7M	4	0.98%	Increased
336	Pathstone Family Office Englewood, New Jersey	$54.4M	-$5.19M	12	0.98%	Reduced
337	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$54.2M	+$8.13M	1	4.81%	Increased
338	Erste Asset Management Vienna, Austria	$54.2M	-$205K	7	1.14%	Reduced
339	GCM Goldstream Capital Management Central, Hong Kong	$53.7M	+$7.36M	1	72.74%	Increased
340	Nissay Asset Management Tokyo, Japan	$53.3M	+$442K	4	0.51%	Increased
341	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$53.3M	+$4.5M	11	1.46%	Increased
342	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$53.2M	-$2.11M	14	0.26%	Reduced
343	AAM AMI Asset Management Los Angeles, California	$52.8M	-$10.3M	1	3.7%	Reduced
344	PFM Premier Fund Managers Guildford, United Kingdom	$52.6M	+$4.07M	1	2.05%	Increased
345	FCI Financial Counselors Inc Overland Park, Kansas	$52.5M	-$1.56M	2	1.18%	Reduced
346	LSV Asset Management Chicago, Illinois	$52.2M	-$795K	5	0.12%	Reduced
347	SCM Segantii Capital Management Hong Kong	$50.7M	+$77.9M	1	1.84%	New
348	Jupiter Asset Management London, United Kingdom	$50.5M	+$8.99M	2	0.74%	Increased
349	ALPS Advisors Denver, Colorado	$50.4M	+$5.07M	9	0.45%	Increased
350	Laurion Capital Management New York	$49.9M	+$67.9M	1	0.23%	Increased