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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	Lord, Abbett & Co Jersey City, New Jersey	$46.5M	-$212M	3	0.11%	Reduced
352	CAPTRUST Financial Advisors Raleigh, North Carolina	$46.1M	+$2.26M	22	0.43%	Increased
353	O'Shaughnessy Asset Management Stamford, Connecticut	$46.1M	+$6.27M	16	0.92%	Increased
354	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$46M	+$30.3M	1	0.1%	Increased
355	MAM Mark Asset Management New York	$46M	+$4.89M	1	5.66%	Increased
356	New Mexico Educational Retirement Board Santa Fe, New Mexico	$45.9M	+$3.4M	8	1.58%	Increased
357	Huntington National Bank Columbus, Ohio	$45.5M	+$9.1M	11	0.46%	Increased
358	FMW Farr Miller & Washington Washington, District of Columbia	$45.4M	+$265K	1	2.97%	Increased
359	Zacks Investment Management Chicago, Illinois	$45.4M	+$2.05M	7	0.73%	Increased
360	SCA Southpoint Capital Advisors New York	$45.3M	$0	1	0.78%	Maintained
361	CI Investments Inc Toronto, Ontario, Canada	$45.1M	+$3.53M	6	0.17%	Increased
362	Stephens Investment Management Group Houston, Texas	$44.8M	+$2.62M	1	0.61%	Increased
363	NC Nitorum Capital New York	$44.7M	$0	1	2.03%	Maintained
364	AGF Investments Inc Toronto, Ontario, Canada	$44.5M	+$9.01M	5	0.33%	Increased
365	VVP Vulcan Value Partners Birmingham, Alabama	$44.3M	-$3.07M	1	0.24%	Reduced
366	GAMCO Investors Greenwich, Connecticut	$43.7M	+$11.8M	6	0.37%	Increased
367	Kennedy Capital Management St Louis, Missouri	$43.3M	-$705K	5	0.93%	Reduced
368	HCS Himension Capital (Singapore) Singapore	$42.9M	+$26.8M	1	4.16%	Increased
369	BCH Berkshire Capital Holdings San Jose, California	$42.2M	-$11.4M	1	4.94%	Reduced
370	Bridgeway Capital Management Houston, Texas	$41.9M	+$259K	9	0.75%	Increased
371	FCI Financial Counselors Inc Overland Park, Kansas	$41.5M	+$5.74M	2	0.9%	Increased
372	Ancora Advisors Cleveland, Ohio	$41.4M	-$9.6M	7	1.08%	Reduced
373	Maryland State Retirement & Pension System Baltimore, Maryland	$41.4M	-$4.04M	5	1.35%	Reduced
374	Elo Mutual Pension Insurance Espoo, Finland	$40.6M	-$775K	2	1.35%	Reduced
375	OP Oslo Pensjonsforsikring Oslo,	$40.6M	+$4.62M	1	5.35%	Increased