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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	ACM Atlanta Capital Management Atlanta, Georgia	$63.6M	-$2.02M	1	0.46%	Reduced
152	Haverford Trust Company Radnor, Pennsylvania	$63.5M	+$1.01M	1	1.9%	Increased
153	CI Investments Inc Toronto, Ontario, Canada	$62.4M	+$6.47M	1	0.65%	Increased
154	HSBC Holdings London, United Kingdom	$62M	+$5.86M	5	0.13%	Increased
155	RIM Rainier Investment Management Seattle, Washington	$62M	-$45.2M	2	1.03%	Reduced
156	Two Sigma Advisers New York	$61.7M	+$15.8M	9	0.47%	Increased
157	HI Honeywell International Charlotte, North Carolina	$61.5M	+$23.4M	2	1.45%	Increased
158	USS Investment Management London, United Kingdom	$58.4M	$0	1	1.03%	Maintained
159	AGF Investments Inc Toronto, Ontario, Canada	$57.4M	+$61.2M	3	0.6%	Increased
160	Great Lakes Advisors Chicago, Illinois	$57.4M	+$1.65M	1	1.92%	Increased
161	Seizert Capital Partners Birmingham, Michigan	$57M	-$1.43M	2	1.14%	Reduced
162	Tocqueville Asset Management New York	$56.6M	+$1.63M	5	0.63%	Increased
163	Adage Capital Partners Boston, Massachusetts	$56.5M	-$44.2M	2	0.14%	Reduced
164	GA Geneva Advisors Chicago, Illinois	$56.4M	+$9.95M	3	1.06%	Increased
165	SAM Scopus Asset Management New York	$56M	-$19.4M	2	1.14%	Reduced
166	Emerald Advisers Leola, Pennsylvania	$55.5M	+$4.88M	5	3.29%	Increased
167	Victory Capital Management San Antonio, Texas	$54.7M	-$5.48M	2	0.41%	Reduced
168	VVP Vulcan Value Partners Birmingham, Alabama	$53.9M	+$12.2M	1	0.77%	Increased
169	SCM Snow Capital Management Sewickley, Pennsylvania	$53.9M	+$995K	1	1.87%	Increased
170	Public Employees Retirement Association of Colorado Denver, Colorado	$53.4M	+$5.05M	8	0.46%	Increased
171	CIM Corbyn Investment Management Lutherville, Maryland	$53.1M	+$28.8K	2	9.68%	Increased
172	Canada Life Winnipeg, Manitoba, Canada	$52.7M	+$5.66M	12	0.18%	Increased
173	TCSAM Tyrus Capital S.A.M. Monaco	$52.6M	+$58.9M	1	8.75%	New
174	Robeco Institutional Asset Management Rotterdam, Netherlands	$52.5M	-$1.32M	3	0.38%	Reduced
175	SIM Stelliam Investment Management New York	$51.4M	-$6.4M	1	1.36%	Reduced