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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$69.7M +$47.7M 9 0.09% Increased
152
CI Investments Inc
CI Investments Inc
Ontario, Canada
$69M +$4.96M 1 0.68% Increased
153
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$68.9M -$1.64M 2 0.14% Reduced
154
Great Lakes Advisors
Great Lakes Advisors
Illinois
$68.1M +$1.11M 1 2.8% Increased
155
Stifel Financial
Stifel Financial
Missouri
$66.2M +$5.31M 9 0.59% Increased
156
Lyrical Asset Management
Lyrical Asset Management
New York
$65.8M +$13.2M 1 2.87% Increased
157
Seizert Capital Partners
Seizert Capital Partners
Michigan
$65.8M +$408K 2 1.31% Increased
158
City National Bank
City National Bank
Delaware
$64.7M +$22.7M 3 0.59% Increased
159
SCM
Snow Capital Management
Pennsylvania
$64.5M -$2.21M 1 2.24% Reduced
160
Nuveen
Nuveen
North Carolina
$64.4M +$13.8M 7 0.39% Increased
161
Apex Capital Management
Apex Capital Management
Ohio
$64.4M +$3.18M 3 1.98% Increased
162
Winslow Capital Management
Winslow Capital Management
Minnesota
$63.5M +$55.3M 1 0.19% Increased
163
HSBC Holdings
HSBC Holdings
United Kingdom
$63.1M +$3.81M 5 0.14% Increased
164
SCCM
Schafer Cullen Capital Management
New York
$62.2M -$12.9M 1 0.57% Reduced
165
Victory Capital Management
Victory Capital Management
Texas
$62M -$40.4M 3 0.42% Reduced
166
KCM
Keywise Capital Management
Cayman Islands
$61.9M +$47M 1 12.8% Increased
167
Tocqueville Asset Management
Tocqueville Asset Management
New York
$60.7M +$867K 8 0.59% Increased
168
LCP
Lombardia Capital Partners
California
$59.2M +$4.62M 2 1.6% Increased
169
GC
GMT Capital
Georgia
$58.9M $0 1 1.22% Maintained
170
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$58.5M +$2.11M 3 0.42% Increased
171
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$57.6M -$3.71M 1 0.79% Reduced
172
USS Investment Management
USS Investment Management
United Kingdom
$55.7M $0 1 0.96% Maintained
173
Emerald Advisers
Emerald Advisers
Pennsylvania
$55.6M +$12.5M 5 3.14% Increased
174
SIM
Stelliam Investment Management
New York
$55.2M -$6.58M 1 1.48% Reduced
175
Comerica Bank
Comerica Bank
Texas
$54.9M -$4.28M 8 0.47% Reduced
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