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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
551
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$49.6M +$8.29M 2 0.86% Increased
552
SCA
Snowden Capital Advisors
New York
$49.6M -$2.41M 10 1.48% Reduced
553
PFM
Premier Fund Managers
United Kingdom
$49.5M +$288K 2 1.76% Increased
554
LSV Asset Management
LSV Asset Management
Illinois
$49.4M -$11.9M 4 0.11% Reduced
555
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$49.4M +$8.8M 9 0.53% Increased
556
NIM
Northeast Investment Management
Massachusetts
$49.3M -$225K 2 2.21% Reduced
557
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$49.3M +$2.39M 7 0.45% Increased
558
Sculptor Capital
Sculptor Capital
New York
$49.2M +$38.7M 3 0.82% Increased
559
GW&K Investment Management
GW&K Investment Management
Massachusetts
$48.9M -$1.89M 6 0.42% Reduced
560
SCM
SG Capital Management
Illinois
$48.8M +$31.4M 1 6.11% Increased
561
AIP
ARS Investment Partners
New York
$48.8M -$2.98M 6 4.37% Reduced
562
Pinnacle Associates
Pinnacle Associates
New York
$48.6M +$5.55M 6 0.83% Increased
563
Kodai Capital Management
Kodai Capital Management
Illinois
$48.6M -$76.9M 1 1.01% Reduced
564
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$48.6M +$32.5M 3 0.72% Increased
565
Profund Advisors
Profund Advisors
Maryland
$48.4M -$5.79M 8 1.83% Reduced
566
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$48.1M -$16M 7 0.23% Reduced
567
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$47.9M +$12M 7 0.86% Increased
568
Harvest Fund Management
Harvest Fund Management
China
$47.8M +$12.1M 7 2.84% Increased
569
PP
Paloma Partners
Connecticut
$47.8M +$38.4M 12 1.33% Increased
570
Brookstone Capital Management
Brookstone Capital Management
Illinois
$47.5M +$2.82M 5 0.7% Increased
571
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$47.4M +$14.3M 4 2.01% Increased
572
MYAM
Meiji Yasuda Asset Management
Japan
$47.1M -$1.03M 6 1.8% Reduced
573
TA
Trivest Advisors
Hong Kong
$47.1M +$41M 1 2.67% New
574
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$47M +$41M 1 0.03% New
575
Scotia Capital
Scotia Capital
Ontario, Canada
$46.6M -$7.08M 7 0.25% Reduced
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