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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	Fuller & Thaler Asset Management San Mateo, California	$86.2M	+$55.3M	2	1%	Increased
127	Aperio Group Sausalito, California	$84.3M	+$8.25M	20	0.34%	Increased
128	LPC Lion Point Capital New York	$84.2M	-$15.4M	1	8.29%	Reduced
129	Mirae Asset Global Investments Seoul, South Korea	$82.3M	+$10.1M	12	0.56%	Increased
130	AL AJO LP Philadelphia, Pennsylvania	$81.8M	-$156M	6	0.42%	Reduced
131	Miller Howard Investments Kingston, New York	$81.4M	-$39.3M	2	2.39%	Reduced
132	Glenview Capital Management New York	$80.3M	-$60.3M	1	0.73%	Reduced
133	CC Carlson Capital Dallas, Texas	$79.2M	+$40.2M	3	1.2%	Increased
134	Clark Capital Management Group Philadelphia, Pennsylvania	$79.2M	+$35.6M	2	1.67%	Increased
135	SEI Investments Oaks, Pennsylvania	$78.3M	+$5.28M	13	0.26%	Increased
136	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$78.2M	-$469K	5	0.16%	Reduced
137	Susquehanna International Group Bala Cynwyd, Pennsylvania	$78M	+$24.4M	20	0.03%	Increased
138	Fort Washington Investment Advisors Cincinnati, Ohio	$76.8M	+$7.49M	5	0.86%	Increased
139	Fidelity International Hamilton, Bermuda	$76.1M	+$23.6M	3	0.11%	Increased
140	Sterling Capital Management Charlotte, North Carolina	$75.1M	+$1.5M	5	0.72%	Increased
141	Regions Financial Corp Birmingham, Alabama	$74.9M	-$1.02M	6	0.84%	Reduced
142	LPU Lansdowne Partners (UK) London, United Kingdom	$74.3M	+$60.4M	1	1.82%	Increased
143	Jane Street New York	$73.6M	-$164M	11	0.13%	Reduced
144	Envestnet Asset Management Chicago, Illinois	$72.9M	+$10.4M	16	0.09%	Increased
145	SCCM Schafer Cullen Capital Management New York	$72.7M	+$3.09M	3	0.85%	Increased
146	Waddell & Reed Financial Overland Park, Kansas	$72M	-$27.1M	3	0.18%	Reduced
147	Ceredex Value Advisors Orlando, Florida	$71.8M	-$11.3M	3	0.87%	Reduced
148	State of Wisconsin Investment Board Madison, Wisconsin	$71.7M	-$10.8M	8	0.2%	Reduced
149	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$71.2M	+$18.7M	1	26.54%	Increased
150	Two Sigma Advisers New York	$70.3M	-$288M	18	0.18%	Reduced