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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
351	ALA Atherton Lane Advisers Menlo Park, California	$17M	-$3.77M	1	0.97%	Reduced
352	Capital International Inc Los Angeles, California	$16.9M	-$3.67M	1	1.05%	Reduced
353	EverPoint Asset Management Stamford, Connecticut	$16.9M	+$8.01M	3	0.39%	Increased
354	AIP ARS Investment Partners New York	$16.7M	+$1.61M	1	2.55%	Increased
355	GL GLG LLC New York	$16.7M	+$10.4M	6	0.44%	Increased
356	Employees Retirement System of Texas Austin, Texas	$16.7M	-$816K	4	0.22%	Reduced
357	TCM Tensile Capital Management Larkspur, California	$16.6M	$0	1	4.06%	Maintained
358	IRF IBM Retirement Fund Armonk, New York	$16.6M	-$769K	5	0.33%	Reduced
359	Hermes Investment Management London Uk, United Kingdom	$16.3M	+$5.96M	1	0.42%	Increased
360	AIM Avity Investment Management Greenwich, Connecticut	$16.3M	+$1.21M	1	2.78%	Increased
361	CCMH Cornerstone Capital Management Holdings New York	$16.3M	-$368K	7	0.18%	Reduced
362	National Rural Electric Cooperative Association Arlington, Virginia	$16.3M	$0	1	0.31%	Maintained
363	Gulf International Bank (UK) London, United Kingdom	$16.2M	+$156K	3	0.3%	Increased
364	Fjarde Ap-fonden Stockholm, Sweden	$16.1M	+$7.99M	3	0.35%	Increased
365	Lazard Asset Management New York	$16M	-$87.9M	4	0.03%	Reduced
366	CCM Contrarian Capital Management Greenwich, Connecticut	$16M	-$179K	1	6.05%	Reduced
367	Bowen Hanes & Co Ponte Vedra Beach, Florida	$16M	-$4.31M	1	0.78%	Reduced
368	SEI Trust Company Oaks, Pennsylvania	$15.8M	-$13.9M	6	0.15%	Reduced
369	Group One Trading Chicago, Illinois	$15.8M	+$497K	6	0.24%	Increased
370	Janney Montgomery Scott Philadelphia, Pennsylvania	$15.7M	+$4.89M	5	0.33%	Increased
371	First Eagle Investment Management New York	$15.7M	+$3.19M	1	0.04%	Increased
372	NCGI Next Century Growth Investors Plymouth, Minnesota	$15.6M	-$13.7M	2	0.55%	Reduced
373	HA Halsey Associates New Haven, Connecticut	$15.6M	-$9.58K	2	3.51%	Reduced
374	Acadian Asset Management Boston, Massachusetts	$15.4M	+$1.7M	2	0.07%	Increased
375	EULAV Asset Management Sarasota, Florida	$15.3M	$0	2	0.83%	Maintained