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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
101	RhumbLine Advisers Boston, Massachusetts	$103M	-$664K	15	0.32%	Reduced
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$102M	-$1.36M	6	0.28%	Reduced
103	Eagle Asset Management St Petersburg, Florida	$101M	+$45.4M	3	0.5%	Increased
104	Santa Barbara Asset Management Los Angeles, California	$100M	+$5.41M	2	2.37%	Increased
105	Bessemer Group Woodbridge, New Jersey	$98.6M	+$1.53M	6	0.8%	Increased
106	KI Kalmar Investments Greenville, Delaware	$97.1M	-$623K	2	1.72%	Reduced
107	BRC Blue Ridge Capital New York	$96.7M	+$74.2M	1	1.16%	New
108	NFA Nationwide Fund Advisors Columbus, Ohio	$96.6M	-$15.7M	15	0.43%	Reduced
109	UBS Zurich, Switzerland	$95.9M	+$5.42M	19	0.1%	Increased
110	Luther King Capital Management (LKCM) Fort Worth, Texas	$94.7M	-$7.92M	5	0.81%	Reduced
111	Westwood Holdings Group Dallas, Texas	$92.7M	+$50.3M	3	0.78%	Increased
112	Kornitzer Capital Management Shawnee Mission, Kansas	$90.6M	-$27.9K	4	1.06%	Reduced
113	EdgePoint Investment Group Toronto, Ontario, Canada	$90M	+$87.2M	1	2.63%	New
114	GE General Electric Evendale, Ohio	$89.4M	+$6.63M	1	0.45%	Increased
115	Artisan Partners Milwaukee, Wisconsin	$89.1M	-$427K	1	0.17%	Reduced
116	STRS Ohio Columbus, Ohio	$87.5M	+$9.57M	7	0.39%	Increased
117	CI Investments Inc Toronto, Ontario, Canada	$86.8M	-$18.4M	2	0.98%	Reduced
118	Wedge Capital Management Charlotte, North Carolina	$83.9M	-$634K	3	0.97%	Reduced
119	Lazard Asset Management New York	$83.7M	+$63.5M	4	0.2%	Increased
120	SCCM Schafer Cullen Capital Management New York	$80.7M	+$8.7M	1	0.89%	Increased
121	SAM Scopus Asset Management New York	$79.8M	+$31.7M	3	2.01%	Increased
122	State of Wisconsin Investment Board Madison, Wisconsin	$78.5M	-$5.77M	5	0.32%	Reduced
123	Parametric Portfolio Associates Seattle, Washington	$78.1M	+$1.72M	14	0.21%	Increased
124	Panagora Asset Management Boston, Massachusetts	$75.6M	-$4.59M	10	0.37%	Reduced
125	SM Stratton Management King Of Prussia, Pennsylvania	$74.2M	+$892K	4	3.85%	Increased