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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	Arrowstreet Capital Boston, Massachusetts	$81.7M	+$79.9M	6	0.3%	New
127	Two Sigma Advisers New York	$77.1M	-$73M	14	0.25%	Reduced
128	Panagora Asset Management Boston, Massachusetts	$76.9M	+$382K	11	0.32%	Increased
129	FS Feinberg Stephen	$76.6M	$0	1	25.01%	Maintained
130	Regions Financial Corp Birmingham, Alabama	$75.9M	-$868K	5	0.9%	Reduced
131	Sterling Capital Management Charlotte, North Carolina	$75.8M	+$6.03M	7	0.71%	Increased
132	Commerzbank Aktiengesellschaft Frankfurt, Germany	$75.5M	+$10.1M	5	1.12%	Increased
133	Daiwa Securities Group Tokyo, Japan	$75.2M	+$48.7M	6	0.47%	Increased
134	TimesSquare Capital Management New York	$75.1M	-$4.53M	1	0.49%	Reduced
135	TD Asset Management Toronto, Ontario, Canada	$73.7M	-$5.12M	5	0.12%	Reduced
136	HSBC Holdings London, United Kingdom	$73.6M	+$5.65M	8	0.15%	Increased
137	USSCPF United States Steel & Carnegie Pension Fund New York	$73.3M	-$9.66M	1	2.3%	Reduced
138	Boston Trust Walden Boston, Massachusetts	$72.9M	-$1.57M	3	1.14%	Reduced
139	State of Wisconsin Investment Board Madison, Wisconsin	$71.4M	-$13M	7	0.28%	Reduced
140	NIMC NWQ Investment Management Company Los Angeles, California	$71.4M	+$373K	2	0.94%	Increased
141	CRCP Copper Rock Capital Partners Boston, Massachusetts	$71.3M	+$11M	3	4.5%	Increased
142	Asset Management One Tokyo, Japan	$70.6M	-$3.96M	6	0.19%	Reduced
143	Citigroup New York	$68.9M	-$4.78M	20	0.06%	Reduced
144	DnB Asset Management Oslo, Norway	$68.1M	+$417K	3	1.07%	Increased
145	Hood River Capital Management Palm Beach Gardens, Florida	$66.8M	+$7.9M	2	5.01%	Increased
146	STRS Ohio Columbus, Ohio	$64.5M	-$2.27M	8	0.28%	Reduced
147	Great Lakes Advisors Chicago, Illinois	$64M	-$6.56M	4	1.65%	Reduced
148	Nuveen Charlotte, North Carolina	$63.5M	-$6.73M	9	0.38%	Reduced
149	CIP Champlain Investment Partners Burlington, Vermont	$62.1M	+$2.38M	1	0.82%	Increased
150	Ninety One (UK) London, United Kingdom	$61.7M	-$590K	1	0.3%	Reduced