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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
Axa
Axa
France
$79.6M +$12.7M 5 0.32% Increased
127
Regions Financial Corp
Regions Financial Corp
Alabama
$77.9M +$619K 9 0.87% Increased
128
ABC
Anchor Bolt Capital
Illinois
$77.6M +$39.5M 3 3.14% Increased
129
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$77.5M +$28.5M 5 0.8% Increased
130
Balyasny Asset Management
Balyasny Asset Management
Illinois
$76.8M -$36.6M 6 0.32% Reduced
131
Aperio Group
Aperio Group
California
$76.5M +$5.53M 11 0.38% Increased
132
HCM
Highfields Capital Management
Massachusetts
$76.5M $0 1 0.69% Maintained
133
Sterling Capital Management
Sterling Capital Management
North Carolina
$74.2M +$2.71M 5 0.7% Increased
134
HAM
HHR Asset Management
New Jersey
$73.9M +$12.4M 1 4.23% Increased
135
Panagora Asset Management
Panagora Asset Management
Massachusetts
$73.3M +$13.5M 14 0.29% Increased
136
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$72.6M +$15.8M 6 0.42% Increased
137
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$72M -$7.76M 5 0.11% Reduced
138
OCAM
Owl Creek Asset Management
New York
$71.4M +$446K 1 2.9% Increased
139
Capital Guardian Trust
Capital Guardian Trust
California
$71.4M +$11M 1 1.01% Increased
140
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$67.8M +$17M 1 2.06% Increased
141
Hood River Capital Management
Hood River Capital Management
Florida
$65.6M -$1.81M 2 3.68% Reduced
142
CIP
Champlain Investment Partners
Vermont
$64.3M -$2.16M 1 0.69% Reduced
143
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$64M +$69.1M 1 0.76% New
144
Ninety One (UK)
Ninety One (UK)
United Kingdom
$63.8M -$7.03M 1 0.34% Reduced
145
HSBC Holdings
HSBC Holdings
United Kingdom
$63.2M -$19.4M 10 0.09% Reduced
146
PCM
Polaris Capital Management
Massachusetts
$61.8M +$19.2M 1 2.28% Increased
147
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$61.2M -$10.4M 6 0.13% Reduced
148
CC
Carlson Capital
Texas
$61M +$63.7M 3 0.92% New
149
Nordea Investment Management
Nordea Investment Management
Sweden
$60.6M +$7.16M 4 0.15% Increased
150
Davenport & Co
Davenport & Co
Virginia
$59.7M +$12.9M 3 0.74% Increased
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