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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	OP Oslo Pensjonsforsikring Oslo,	$42M	$0	1	5.6%	Maintained
402	Dai-ichi Life Insurance Company Tokyo, Japan	$41.9M	-$824K	2	0.54%	Reduced
403	SCM Scopia Capital Management New York	$41.7M	+$49.7M	1	4.5%	New
404	Stephens Investment Management Group Houston, Texas	$41.6M	-$171K	1	0.57%	Reduced
405	AGF Investments Inc Toronto, Ontario, Canada	$41.4M	-$123K	5	0.32%	Reduced
406	TimesSquare Capital Management New York	$41.4M	-$15.1M	1	0.36%	Reduced
407	Artemis Investment Management Edinburgh, United Kingdom	$41.1M	+$927K	2	0.33%	Increased
408	WorldQuant Millennium Advisors New York	$41.1M	-$472K	1	0.9%	Reduced
409	Cullen/Frost Bankers San Antonio, Texas	$41.1M	+$1.67M	6	0.83%	Increased
410	Washington Trust Westerly, Rhode Island	$41M	-$594K	5	1.16%	Reduced
411	Kentucky Retirement Systems Frankfort, Kentucky	$41M	+$1.65M	3	1.93%	Increased
412	Jupiter Asset Management London, United Kingdom	$40.4M	-$21.5M	5	0.46%	Reduced
413	Leonteq Securities AG Zurich, Switzerland	$40.4M	+$10.2M	9	1.72%	Increased
414	Bridgeway Capital Management Houston, Texas	$40.2M	-$1.44M	7	0.77%	Reduced
415	Lido Advisors Los Angeles, California	$40M	+$3.87M	3	0.56%	Increased
416	AAM ACK Asset Management Greenwich, Connecticut	$39.9M	+$1.72M	2	11.69%	Increased
417	Vaughan Nelson Investment Management Houston, Texas	$39.5M	-$45.9M	3	0.4%	Reduced
418	Exencial Wealth Advisors Oklahoma City, Oklahoma	$39.2M	+$13.5M	3	1.7%	Increased
419	ZCM Ziegler Capital Management Chicago, Illinois	$39.1M	+$12.9M	5	1.42%	Increased
420	VVP Vulcan Value Partners Birmingham, Alabama	$39M	+$6.2M	1	0.21%	Increased
421	Pathstone Family Office Englewood, New Jersey	$38.5M	+$3.06M	9	1.13%	Increased
422	Quilter Plc London, United Kingdom	$38.4M	+$1.98M	1	1.07%	Increased
423	Whittier Trust South Pasadena, California	$38.4M	+$672K	8	0.7%	Increased
424	FP Foundry Partners Minneapolis, Minnesota	$38.3M	-$10.3M	6	1.38%	Reduced
425	TAM Telemark Asset Management Boston, Massachusetts	$38.1M	+$8.32M	2	2.76%	Increased