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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	Hotchkis & Wiley Capital Management Los Angeles, California	$104M	-$6.6M	1	0.43%	Reduced
102	Wedge Capital Management Charlotte, North Carolina	$103M	-$2.62M	5	1.04%	Reduced
103	Homestead Advisers Arlington, Virginia	$102M	+$2.86M	2	1.69%	Increased
104	Franklin Resources San Mateo, California	$101M	-$14.6M	6	0.05%	Reduced
105	Eaton Vance Management Boston, Massachusetts	$101M	-$6.6M	4	0.29%	Reduced
106	NFA Nationwide Fund Advisors Columbus, Ohio	$99M	+$214K	15	0.41%	Increased
107	VVP Vulcan Value Partners Birmingham, Alabama	$98.8M	+$15.6M	2	0.91%	Increased
108	Citadel Advisors Miami, Florida	$95.3M	-$32.2M	12	0.1%	Reduced
109	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$93.6M	+$20.1M	8	0.34%	Increased
110	New York State Teachers Retirement System (NYSTRS) Albany, New York	$93.5M	-$5.23M	9	0.25%	Reduced
111	SCCM Schafer Cullen Capital Management New York	$92.7M	+$7.64M	4	1.12%	Increased
112	EARNEST Partners Atlanta, Georgia	$91.6M	-$5.66M	2	0.96%	Reduced
113	TimesSquare Capital Management New York	$90.7M	-$16.4M	2	0.59%	Reduced
114	HAM HHR Asset Management Berkeley Heights, New Jersey	$90.3M	+$11.3M	1	4.24%	Increased
115	MP Makaira Partners La Jolla, California	$89.1M	-$645K	1	13.47%	Reduced
116	Federated Hermes Pittsburgh, Pennsylvania	$88.9M	-$1.74M	7	0.26%	Reduced
117	KeyBank National Association Cleveland, Ohio	$86.7M	+$32.1M	7	0.54%	Increased
118	Silvercrest Asset Management New York	$83.9M	+$6.49M	3	1.01%	Increased
119	D.E. Shaw & Co New York	$83.9M	-$8.67M	14	0.15%	Reduced
120	Two Sigma Advisers New York	$83.5M	-$42.8M	14	0.36%	Reduced
121	State of Wisconsin Investment Board Madison, Wisconsin	$82.2M	-$572K	7	0.32%	Reduced
122	NIMC NWQ Investment Management Company Los Angeles, California	$81.8M	-$1.04M	2	1.19%	Reduced
123	FS Feinberg Stephen	$80.3M	$0	1	23.45%	Maintained
124	Numeric Investors Boston, Massachusetts	$79.7M	-$4.97M	6	0.75%	Reduced
125	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$79.2M	+$21.9M	2	1.67%	Increased