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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	TCW Group Los Angeles, California	$150M	-$48.6M	4	1.26%	Reduced
402	Glenmede Investment Management Philadelphia, Pennsylvania	$149M	+$957K	10	0.72%	Increased
403	Zacks Investment Management Chicago, Illinois	$148M	+$6.79M	8	1.18%	Increased
404	Troy Asset Management London, United Kingdom	$148M	+$8.08M	1	3.79%	Increased
405	AG Avala Global New York	$148M	-$5.03M	1	6.1%	Reduced
406	Danica Pension Livsforsikrings Copenhagen V,	$147M	-$14.8M	2	2.26%	Reduced
407	AIM Anatole Investment Management Central, Hong Kong	$146M	+$114M	1	15.26%	New
408	AV Aspiring Ventures Cincinnati, Ohio	$146M	+$13.3M	2	49.6%	Increased
409	Freestone Grove Partners San Francisco, California	$145M	+$4.55M	4	1.09%	Increased
410	Lyrical Asset Management New York	$144M	+$12.6M	1	2.02%	Increased
411	Davenport & Co Richmond, Virginia	$143M	+$93.9M	7	0.76%	Increased
412	Moore Capital Management New York	$143M	+$3.28M	7	1.96%	Increased
413	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$141M	+$5.77M	5	1.27%	Increased
414	Fjarde Ap-fonden Stockholm, Sweden	$141M	+$7.14M	6	1.22%	Increased
415	HM Payson & Co Portland, Maine	$141M	-$18.3M	10	2.02%	Reduced
416	Trillium Asset Management Boston, Massachusetts	$140M	-$4.99M	7	3.69%	Reduced
417	Munro Partners Melbourne, Australia	$140M	-$6.39M	3	3.78%	Reduced
418	Frontier Capital Management Boston, Massachusetts	$139M	-$46.1M	6	1.25%	Reduced
419	Verition Fund Management Greenwich, Connecticut	$139M	-$48.2M	26	0.57%	Reduced
420	Atreides Management Boston, Massachusetts	$138M	-$56.6M	2	2.68%	Reduced
421	ORIO Old Republic International (ORI) Chicago, Illinois	$136M	$0	2	5.04%	Maintained
422	Groupama Asset Management Paris, France	$136M	-$3.28M	6	1.99%	Reduced
423	&Partners Nashville, Tennessee	$135M	+$27.6M	13	0.87%	Increased
424	GIP Granite Investment Partners El Segundo, California	$134M	-$13.9M	8	7.63%	Reduced
425	John W. Bristol & Co New York	$132M	-$1.95M	1	2.09%	Reduced