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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	UniSuper Management Melbourne, Victoria, Australia	$134M	+$12.9M	6	0.9%	Increased
377	Troy Asset Management London, United Kingdom	$133M	$0	1	3.62%	Maintained
378	GF Fund Management Guangzhou, China	$132M	-$8.08M	3	2.66%	Reduced
379	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$132M	+$120M	1	6.27%	New
380	US UNICOM Systems Las Vegas, Nevada	$132M	+$20.7M	1	18.24%	Increased
381	AG Avala Global New York	$131M	$0	1	6.84%	Maintained
382	CCPM Cooper Creek Partners Management New York	$131M	+$10.3M	3	4.04%	Increased
383	ORIO Old Republic International (ORI) Chicago, Illinois	$129M	$0	2	5.07%	Maintained
384	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$129M	+$5.47M	5	0.45%	Increased
385	Driehaus Capital Management Chicago, Illinois	$129M	+$26M	4	1.03%	Increased
386	ASR Vermogensbeheer Utrecht, Netherlands	$129M	+$8.27M	5	1.67%	Increased
387	GIP Granite Investment Partners El Segundo, California	$129M	+$10.1M	8	6.28%	Increased
388	Private Advisor Group Morristown, New Jersey	$129M	+$6.06M	13	0.69%	Increased
389	Trillium Asset Management Boston, Massachusetts	$128M	-$6.73M	7	3.45%	Reduced
390	Exchange Traded Concepts Oklahoma City, Oklahoma	$128M	-$49.5M	6	1.56%	Reduced
391	VCM Valiant Capital Management San Francisco, California	$128M	+$1.07M	2	7%	Increased
392	Glenmede Investment Management Philadelphia, Pennsylvania	$128M	+$115M	11	0.65%	New
393	Munro Partners Melbourne, Australia	$127M	-$50.8M	3	3.97%	Reduced
394	Capital International Inc Los Angeles, California	$127M	-$9.33M	3	1.24%	Reduced
395	Lord, Abbett & Co Jersey City, New Jersey	$127M	-$2.6M	6	0.41%	Reduced
396	Elo Mutual Pension Insurance Espoo, Finland	$127M	+$14.1M	3	2.58%	Increased
397	Aptus Capital Advisors Fairhope, Alabama	$126M	+$8.45M	10	1.03%	Increased
398	Energy Income Partners Westport, Connecticut	$124M	+$6.05M	1	2.43%	Increased
399	Harvest Fund Management Beijing, China	$123M	-$2.04M	6	5.82%	Reduced
400	LBP AM Paris, France	$123M	-$3.85M	3	1.73%	Reduced