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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
376	TU TDAM USA Toronto, Ontario, Canada	$15.2M	+$728K	2	0.96%	Increased
377	Oregon Public Employees Retirement Fund Tigard, Oregon	$15.2M	+$6.59M	6	0.22%	Increased
378	PC Pier Capital Stamford, Connecticut	$15.1M	-$4.34M	2	2.08%	Reduced
379	Gotham Asset Management New York	$15M	-$14M	5	0.22%	Reduced
380	TAM Taurus Asset Management New York	$15M	+$2.36M	1	2.19%	Increased
381	State of Tennessee, Department of Treasury Nashville, Tennessee	$14.9M	-$1.08M	6	0.08%	Reduced
382	PIA Piedmont Investment Advisors Durham, North Carolina	$14.8M	-$4.36M	17	0.71%	Reduced
383	GL Governors Lane New York	$14.8M	$0	1	0.79%	Maintained
384	BNP Paribas Asset Management Paris, France	$14.7M	+$4.01M	5	0.12%	Increased
385	1C 1060 Capital Denver, Colorado	$14.6M	-$638K	1	3.92%	Reduced
386	1M 13D Management New York	$14.5M	+$3.57M	2	3.71%	Increased
387	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.3M	+$2.32M	9	0.31%	Increased
388	Horizon Kinetics New York	$14.3M	+$12.9M	6	0.37%	Increased
389	LPU Lansdowne Partners (UK) London, United Kingdom	$14.3M	+$8.05M	1	0.14%	Increased
390	NRS Neville Rodie & Shaw New York	$14.3M	+$220K	3	1.51%	Increased
391	AR Advisory Research Chicago, Illinois	$14.3M	+$459K	3	0.23%	Increased
392	Arrowstreet Capital Boston, Massachusetts	$14.3M	+$1.08M	1	0.03%	Increased
393	Fuller & Thaler Asset Management San Mateo, California	$14.2M	+$1.02M	5	0.15%	Increased
394	Associated Banc-Corp Green Bay, Wisconsin	$14.2M	+$58.9K	2	0.83%	Increased
395	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.2M	+$1.01M	9	0.17%	Increased
396	Eastern Bank Boston, Massachusetts	$14.2M	+$141K	2	0.97%	Increased
397	Highbridge Capital Management New York	$14.2M	+$2.52M	3	0.29%	Increased
398	Curi RMB Capital Chicago, Illinois	$14.1M	-$2.27M	6	0.34%	Reduced
399	NIM NXG Investment Management Dallas, Texas	$14.1M	+$8.08M	2	0.43%	Increased
400	GIA Granite Investment Advisors Concord, New Hampshire	$14M	+$314K	2	2.56%	Increased