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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
151	Commerzbank Aktiengesellschaft Frankfurt, Germany	$55.3M	+$49.5M	7	0.24%	New
152	Brown Advisory Baltimore, Maryland	$54M	+$52.9M	6	0.22%	New
153	BlackRock Japan Tokyo, Japan	$54M	+$53.1M	5	0.25%	New
154	Nuveen Charlotte, North Carolina	$52.7M	+$51.2M	5	0.35%	New
155	Factory Mutual Insurance Waltham, Massachusetts	$51.4M	+$49.2M	1	0.84%	New
156	HI Honeywell International Charlotte, North Carolina	$51.2M	+$49M	1	1.39%	New
157	Comerica Bank Dallas, Texas	$50.5M	+$48.6M	8	0.41%	New
158	GAMCO Investors Greenwich, Connecticut	$50.1M	+$48.4M	4	0.31%	New
159	Artisan Partners Milwaukee, Wisconsin	$49.8M	+$34.9M	1	0.11%	New
160	Citigroup New York	$49.6M	+$45M	18	0.05%	New
161	FA Friess Associates Greenville, Delaware	$49.3M	+$46.5M	2	3.86%	New
162	Sit Investment Associates Minneapolis, Minnesota	$48.5M	+$46.5M	1	0.98%	New
163	Capital International Inc Los Angeles, California	$48.2M	+$46.2M	1	1.75%	New
164	1919 Investment Counsel Baltimore, Maryland	$48.2M	+$50.1M	5	1.13%	New
165	TAM Third Avenue Management New York	$48.1M	+$46.5M	1	0.94%	New
166	Eagle Asset Management St Petersburg, Florida	$47.8M	+$46.3M	3	0.32%	New
167	APG Asset Management Amsterdam, Netherlands	$47M	+$45.6M	2	0.15%	New
168	SAM Scopus Asset Management New York	$47M	+$44.5M	2	1.3%	New
169	Public Employees Retirement Association of Colorado Denver, Colorado	$46.8M	+$45.5M	10	0.44%	New
170	Adage Capital Partners Boston, Massachusetts	$46.4M	+$44.5M	1	0.14%	New
171	Nomura Holdings Tokyo, Japan	$46.3M	+$42.7M	10	0.38%	New
172	Northern Trust Company of Connecticut Stamford, Connecticut	$46.2M	+$44.3M	11	0.31%	New
173	Teacher Retirement System of Texas Austin, Texas	$46.1M	+$44.1M	13	0.42%	New
174	Two Sigma Advisers New York	$45.8M	+$47.2M	9	0.65%	New
175	CCP Clough Capital Partners Boston, Massachusetts	$45.5M	+$47.8M	1	1.52%	New