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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
476	Hotchkis & Wiley Capital Management Los Angeles, California	$28.7M	-$582K	5	0.11%	Reduced
477	Walleye Trading New York	$28.7M	-$29.3M	9	0.09%	Reduced
478	Point72 Asset Management Stamford, Connecticut	$28.6M	-$26.6M	5	0.12%	Reduced
479	Robeco Schweiz Zurich, Switzerland	$28.5M	+$34.4M	2	0.51%	New
480	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$28.3M	-$4.03M	2	0.81%	Reduced
481	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$28.2M	+$332K	2	2.11%	Increased
482	Woodline Partners San Francisco, California	$28.2M	+$4.68M	2	0.43%	Increased
483	Great Lakes Advisors Chicago, Illinois	$28.1M	-$12.4M	4	0.56%	Reduced
484	AEGON Asset Management (UK) Edinburgh, United Kingdom	$28M	+$610K	2	0.53%	Increased
485	Eastern Bank Boston, Massachusetts	$28M	-$119K	2	1.49%	Reduced
486	ZCM Ziegler Capital Management Chicago, Illinois	$27.9M	-$3.05M	3	1.15%	Reduced
487	Summit Partners Public Asset Management Boston, Massachusetts	$27.8M	-$24.1M	1	1.25%	Reduced
488	E. Ohman J:or Asset Management Stockholm, Sweden	$27.4M	+$1.14M	2	1.18%	Increased
489	OP Oslo Pensjonsforsikring Oslo,	$27.3M	$0	1	5.83%	Maintained
490	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$27.3M	+$1.57M	13	0.3%	Increased
491	ACM Argent Capital Management St Louis, Missouri	$27.2M	-$511K	1	1.03%	Reduced
492	USAA United Services Automobile Association San Antonio, Texas	$27.1M	+$32.3M	3	0.71%	New
493	Kennedy Capital Management St Louis, Missouri	$27.1M	-$5.99M	4	0.76%	Reduced
494	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$27M	-$28.2M	1	2.89%	Reduced
495	TD Waterhouse Canada Toronto, Ontario, Canada	$27M	-$1.26M	7	0.3%	Reduced
496	Eventide Asset Management Boston, Massachusetts	$26.9M	-$798K	1	0.58%	Reduced
497	O'Shaughnessy Asset Management Stamford, Connecticut	$26.9M	-$6.99M	8	0.5%	Reduced
498	R.M. Davis Inc Portland, Maine	$26.8M	+$1.34M	2	0.75%	Increased
499	LFDLE La Financiere de L'Echiquier Paris, France	$26.8M	+$2.57M	1	1.59%	Increased
500	TIAA FSB Jacksonville, Florida	$26.8M	-$9.11M	4	0.11%	Reduced