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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	Robeco Schweiz Zurich, Switzerland	$13.5M	-$6.39M	2	0.89%	Reduced
402	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$13.5M	+$12.4M	1	0.98%	New
403	Fuller & Thaler Asset Management San Mateo, California	$13.3M	+$17.8K	5	0.16%	Increased
404	HBK Investments Dallas, Texas	$13.3M	-$13.1M	6	0.1%	Reduced
405	MSA Mason Street Advisors Milwaukee, Wisconsin	$13.2M	-$84.6K	8	0.3%	Reduced
406	EP Elkfork Partners Portland, Oregon	$13.1M	-$1.08M	8	0.36%	Reduced
407	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13M	-$196K	1	0.86%	Reduced
408	WC Walthausen & Co Malta, New York	$12.9M	+$13.2M	1	1.22%	New
409	Congress Asset Management Boston, Massachusetts	$12.9M	+$421K	3	0.19%	Increased
410	OAM Oxford Asset Management Oxford, United Kingdom	$12.8M	-$2.21M	7	0.28%	Reduced
411	AR Advisory Research Chicago, Illinois	$12.7M	+$616K	3	0.21%	Increased
412	GL GLG LLC New York	$12.6M	+$1.94M	4	0.9%	Increased
413	Mutual of America Capital Management New York	$12.5M	+$11.6K	5	0.19%	Increased
414	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.5M	-$869K	1	0.51%	Reduced
415	Manning & Napier Group Fairport, New York	$12.4M	+$12.1M	2	0.11%	New
416	Beck Mack & Oliver New York	$12.4M	-$150K	1	0.41%	Reduced
417	Eventide Asset Management Boston, Massachusetts	$12.4M	+$50.3K	3	0.64%	Increased
418	1M 13D Management New York	$12.4M	+$493K	1	3.68%	Increased
419	Achmea Investment Management Zeist, Netherlands	$12.3M	+$4.54M	2	0.42%	Increased
420	Cullen Capital Management New York	$12.2M	+$106K	2	0.42%	Increased
421	RCYC Richard C. Young & Co Newport, Rhode Island	$12.2M	+$54.7K	1	2.3%	Increased
422	LIM Lagoda Investment Management New York	$12.1M	+$6.32M	1	4.61%	Increased
423	Credit Agricole Montrouge Cedex, France	$11.9M	-$81.4M	5	0.8%	Reduced
424	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$11.9M	-$4.14M	6	0.08%	Reduced
425	Natixis Paris, France	$11.9M	-$10.2M	5	0.09%	Reduced