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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	Credit Agricole Montrouge Cedex, France	$61.6M	+$11.6M	5	1%	Increased
377	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$61.6M	-$11.5M	2	1.5%	Reduced
378	Cetera Advisors Denver, Colorado	$61.5M	+$2.12M	6	0.96%	Increased
379	SAM Securian Asset Management St Paul, Minnesota	$61.5M	-$8.62M	9	1.84%	Reduced
380	Tower Research Capital (TRC) New York	$60.8M	+$19.4M	33	1.9%	Increased
381	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$60.7M	-$35.8M	2	3.39%	Reduced
382	Private Advisor Group Morristown, New Jersey	$60M	-$7.12M	9	0.54%	Reduced
383	Arrowstreet Capital Boston, Massachusetts	$59.9M	-$43.3M	8	0.07%	Reduced
384	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$59.8M	+$2.33M	3	8.41%	Increased
385	Shelton Capital Management Denver, Colorado	$59.7M	-$17.8M	6	2.19%	Reduced
386	LBP AM Paris, France	$59.6M	+$9.75M	4	1.32%	Increased
387	Cetera Investment Advisers Schaumburg, Illinois	$59.1M	+$1.61M	8	0.51%	Increased
388	Cubist Systematic Strategies Stamford, Connecticut	$58.5M	+$18.2M	17	0.43%	Increased
389	Illinois Municipal Retirement Fund Oak Brook, Illinois	$57.7M	+$10.1M	12	1.08%	Increased
390	Dai-ichi Life Insurance Company Tokyo, Japan	$57.4M	+$2.89M	4	1.27%	Increased
391	Adams Diversified Equity Fund Baltimore, Maryland	$57.4M	+$2.31M	2	2.45%	Increased
392	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$57.3M	-$9.77M	10	0.3%	Reduced
393	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$56.9M	-$41M	16	0.25%	Reduced
394	Heard Capital LLC Chicago, Illinois	$56.9M	+$1.57M	1	4.19%	Increased
395	AAM AMI Asset Management Los Angeles, California	$56.8M	+$335K	1	3.52%	Increased
396	D.A. Davidson & Co Great Falls, Montana	$56.4M	+$1.1M	9	0.61%	Increased
397	Clal Insurance Tel-Aviv, Israel	$56M	+$57.5M	1	0.78%	New
398	Erste Asset Management Vienna, Austria	$55.4M	-$831K	7	0.95%	Reduced
399	NC Nitorum Capital New York	$55M	+$12.3M	1	6.02%	Increased
400	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$54.9M	-$475K	3	2.2%	Reduced