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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	Mirae Asset Global Investments Seoul, South Korea	$72.5M	+$66.3M	3	1.84%	Increased
152	NFA Nationwide Fund Advisors Columbus, Ohio	$72M	-$29M	13	0.33%	Reduced
153	ORI Oak Ridge Investments Chicago, Illinois	$70.2M	+$61.4M	2	1.76%	New
154	Fiduciary Management Inc Milwaukee, Wisconsin	$69M	+$68.5M	1	0.37%	New
155	SIM Stelliam Investment Management New York	$66M	+$11.1M	1	2.18%	Increased
156	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$65.6M	-$469K	2	0.14%	Reduced
157	Natixis Advisors Boston, Massachusetts	$65.2M	-$1.86M	6	1%	Reduced
158	Great Lakes Advisors Chicago, Illinois	$65.1M	-$1.84M	1	2.83%	Reduced
159	SCM Snow Capital Management Sewickley, Pennsylvania	$65.1M	-$3.94M	1	2.55%	Reduced
160	RIM Ranger Investment Management Dallas, Texas	$64.7M	+$433K	1	3.1%	Increased
161	Canada Life Winnipeg, Manitoba, Canada	$64.5M	+$2.3M	11	0.23%	Increased
162	AAP Ardsley Advisory Partners Stamford, Connecticut	$64M	+$15.8M	4	9.59%	Increased
163	Seizert Capital Partners Birmingham, Michigan	$64M	+$16.6M	2	1.5%	Increased
164	SAM Scopus Asset Management New York	$64M	-$45.7M	2	1.73%	Reduced
165	BM Bridger Management New York	$62.5M	$0	1	4.18%	Maintained
166	CI Investments Inc Toronto, Ontario, Canada	$62.1M	-$2.33M	1	0.66%	Reduced
167	Stifel Financial St. Louis, Missouri	$61.2M	+$60.7M	9	0.59%	New
168	Apex Capital Management Dayton, Ohio	$60.8M	+$3.63M	3	2.15%	Increased
169	Factory Mutual Insurance Waltham, Massachusetts	$59.8M	+$2.58M	1	0.87%	Increased
170	SCM Sandler Capital Management New York	$59.7M	+$51.9M	4	2.1%	Increased
171	JC Jetstream Capital Brentwood, Tennessee	$59.6M	-$18.9M	2	1.88%	Reduced
172	RIG Roosevelt Investment Group New York	$59.6M	+$19.9M	1	2.76%	Increased
173	USS Investment Management London, United Kingdom	$59.4M	$0	1	1.07%	Maintained
174	Comerica Bank Dallas, Texas	$58.3M	+$1.45M	10	0.45%	Increased
175	Robeco Institutional Asset Management Rotterdam, Netherlands	$57.8M	+$40.5M	3	0.44%	Increased