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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	ECP ControlCo Summit, New Jersey	$106M	$0	1	19.1%	Maintained
127	Squarepoint New York	$106M	+$21.4M	16	0.63%	Increased
128	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$104M	-$13.1M	7	0.2%	Reduced
129	Silvercrest Asset Management New York	$103M	-$658K	3	0.8%	Reduced
130	NIMC NWQ Investment Management Company Los Angeles, California	$102M	-$27.8M	4	2.54%	Reduced
131	Adage Capital Partners Boston, Massachusetts	$98.8M	+$17.2M	3	0.24%	Increased
132	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$98.7M	-$7.83M	16	0.1%	Reduced
133	Boston Trust Walden Boston, Massachusetts	$98M	+$971K	2	1.14%	Increased
134	Mirae Asset Global Investments Seoul, South Korea	$97.5M	-$12.9M	12	0.61%	Reduced
135	LPC Lion Point Capital New York	$97M	+$8.86M	1	9.01%	Increased
136	AIG American International Group New York	$90.7M	-$307K	19	0.35%	Reduced
137	SEI Investments Oaks, Pennsylvania	$89.7M	-$4.15M	15	0.27%	Reduced
138	Fort Washington Investment Advisors Cincinnati, Ohio	$88.7M	+$37.8M	4	0.95%	Increased
139	State of New Jersey Common Pension Fund D Trenton, New Jersey	$87.6M	-$6.08M	8	0.33%	Reduced
140	HSBC Holdings London, United Kingdom	$86.9M	+$14.7M	17	0.15%	Increased
141	Mairs & Power Inc St Paul, Minnesota	$86.4M	+$6.32M	1	0.98%	Increased
142	Man Group London, United Kingdom	$86M	+$46.5M	10	0.28%	Increased
143	Diamond Hill Capital Management Columbus, Ohio	$84.3M	+$962K	2	0.42%	Increased
144	SEP Soma Equity Partners San Francisco, California	$83.7M	-$39M	1	5.16%	Reduced
145	Regions Financial Corp Birmingham, Alabama	$83.2M	-$3.42M	7	0.87%	Reduced
146	Crawford Investment Counsel Atlanta, Georgia	$82.5M	+$5.72M	4	2.13%	Increased
147	Axa Paris, France	$82M	+$6.05M	6	0.33%	Increased
148	Harris Associates Chicago, Illinois	$81.3M	-$92.2K	2	0.14%	Reduced
149	SCCM Schafer Cullen Capital Management New York	$81M	-$4.41M	3	0.95%	Reduced
150	Van Berkom & Associates Montreal, Quebec, Canada	$79.8M	-$4.38M	1	2.16%	Reduced