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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
401
SC
Shellback Capital
Massachusetts
$13.1M +$12.8M 1 1.18% New
402
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$13M +$191K 2 0.34% Increased
403
Eventide Asset Management
Eventide Asset Management
Massachusetts
$13M +$400K 3 0.74% Increased
404
Jefferies Group
Jefferies Group
New York
$13M +$6.57M 9 0.09% Increased
405
UIC
Uniplan Investment Counsel
Wisconsin
$13M +$160K 1 0.55% Increased
406
Amalgamated Bank
Amalgamated Bank
New York
$12.9M +$126K 8 0.4% Increased
407
MCIM
Meadow Creek Investment Management
Georgia
$12.9M +$443K 9 0.3% Increased
408
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$12.9M +$219K 1 0.87% Increased
409
SCM
SKBA Capital Management
California
$12.8M +$3.01M 1 1.84% Increased
410
Alyeska Investment Group
Alyeska Investment Group
Illinois
$12.8M +$11.5M 1 0.1% Increased
411
CI Investments Inc
CI Investments Inc
Ontario, Canada
$12.7M +$12M 2 0.12% New
412
NIP
Nicholas Investment Partners
California
$12.7M +$11.9M 1 0.87% New
413
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$12.6M +$373K 5 0.15% Increased
414
TAM
THB Asset Management
Connecticut
$12.6M -$219K 2 1.73% Reduced
415
EA
Edge Advisors
Georgia
$12.6M +$915K 4 1.36% Increased
416
MSA
Mason Street Advisors
Wisconsin
$12.5M +$297K 8 0.3% Increased
417
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$12.3M -$525K 4 0.5% Reduced
418
Manning & Napier Advisors
Manning & Napier Advisors
New York
$12.3M -$1.48M 2 0.11% Reduced
419
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$12M +$66.2K 3 0.28% Increased
420
CIBC World Market
CIBC World Market
Ontario, Canada
$11.8M -$4.82M 5 0.06% Reduced
421
GHCM
Glen Harbor Capital Management
California
$11.8M -$314K 8 0.28% Reduced
422
AC
Ascend Capital
California
$11.8M +$10.1M 2 0.44% Increased
423
AR
Advisory Research
Illinois
$11.8M +$3.29M 2 0.19% Increased
424
Congress Asset Management
Congress Asset Management
Massachusetts
$11.8M +$2.03M 3 0.18% Increased
425
SIM
Sprucegrove Investment Management
Ontario, Canada
$11.7M -$256K 1 0.66% Reduced
15 16
17
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