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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
126	SCCM Schafer Cullen Capital Management New York	$74.1M	-$1.31M	3	0.91%	Reduced
127	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$73.5M	+$2.91M	2	0.13%	Increased
128	Citadel Advisors Miami, Florida	$71.5M	+$13.9M	13	0.09%	Increased
129	Calamos Advisors Naperville, Illinois	$70.5M	-$7.27M	3	0.47%	Reduced
130	MCM Mason Capital Management New York	$69.9M	+$63M	1	2.2%	New
131	BlackRock Japan Tokyo, Japan	$69.6M	+$387K	6	0.26%	Increased
132	Glenmede Trust Philadelphia, Pennsylvania	$69M	+$4.81M	11	0.45%	Increased
133	Credit Agricole Montrouge Cedex, France	$66.4M	+$6.08M	6	0.31%	Increased
134	SD Sumway Development Shanghai, China	$66M	-$6.19M	1	33.71%	Reduced
135	NIMC NWQ Investment Management Company Los Angeles, California	$64.7M	+$2.01M	2	1.01%	Increased
136	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$64.2M	-$20.2M	3	1.29%	Reduced
137	Point72 Asset Management Stamford, Connecticut	$62.4M	+$50.1M	4	0.48%	Increased
138	OCAM Owl Creek Asset Management New York	$62.4M	+$726K	1	3.41%	Increased
139	Silvercrest Asset Management New York	$61.7M	+$4.47M	3	0.85%	Increased
140	Boston Trust Walden Boston, Massachusetts	$61M	+$1.01M	3	1.06%	Increased
141	Raymond James & Associates St Petersburg, Florida	$60.8M	+$14.7M	12	0.21%	Increased
142	Federated Hermes Pittsburgh, Pennsylvania	$60.7M	+$12.7M	9	0.19%	Increased
143	Miller Howard Investments Kingston, New York	$60.6M	+$1.84M	1	1.12%	Increased
144	Korea Investment Corp Seoul, South Korea	$60.5M	+$46.6M	3	0.44%	Increased
145	HSBC Holdings London, United Kingdom	$60.5M	+$14M	7	0.17%	Increased
146	Adage Capital Partners Boston, Massachusetts	$59.9M	+$15M	3	0.16%	Increased
147	Nuveen Charlotte, North Carolina	$59.8M	-$9.15M	7	0.31%	Reduced
148	Davis Selected Advisers Tucson, Arizona	$59.6M	+$20.3M	3	0.26%	Increased
149	BTP Bloom Tree Partners New York	$59.5M	+$51.1M	1	5.39%	New
150	Great Lakes Advisors Chicago, Illinois	$59.5M	+$6.24M	5	1.63%	Increased