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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
Great Lakes Advisors
Great Lakes Advisors
Illinois
$62.7M +$1.12M 1 1.95% Increased
152
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61.8M +$47.9M 1 0.57% Increased
153
Hamlin Capital Management
Hamlin Capital Management
New York
$61.6M +$17.8M 1 3.44% Increased
154
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$61.3M -$7.76M 8 0.22% Reduced
155
Axa
Axa
France
$60.9M -$9.26M 6 0.24% Reduced
156
TCM
Tiger Consumer Management
New York
$60.4M -$6.29M 1 4.35% Reduced
157
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60.4M +$1.31M 6 0.32% Increased
158
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$60.1M -$1.1M 2 0.12% Reduced
159
Baird
Baird
Wisconsin
$60M +$38.6M 5 0.64% Increased
160
HSBC Holdings
HSBC Holdings
United Kingdom
$59.9M -$1.11M 6 0.12% Reduced
161
Tocqueville Asset Management
Tocqueville Asset Management
New York
$59.3M +$4.22M 5 0.64% Increased
162
Adage Capital Partners
Adage Capital Partners
Massachusetts
$57.8M +$368K 2 0.14% Increased
163
PM
Pembroke Management
Quebec, Canada
$57.2M -$12.8M 2 3.52% Reduced
164
Citigroup
Citigroup
New York
$56.8M +$25.9M 20 0.05% Increased
165
NIMC
NWQ Investment Management Company
California
$56.3M +$5.78M 3 0.68% Increased
166
CRCP
Copper Rock Capital Partners
Massachusetts
$54.6M +$3.84M 3 5.07% Increased
167
City National Bank
City National Bank
Delaware
$54.6M -$715K 3 0.47% Reduced
168
Highbridge Capital Management
Highbridge Capital Management
New York
$54.3M +$39.4M 3 0.69% Increased
169
Folketrygdfondet
Folketrygdfondet
Norway
$53.5M +$54.7M 1 1.46% New
170
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$53.4M -$7.89M 5 0.43% Reduced
171
Gabelli Funds
Gabelli Funds
New York
$53M +$9.3M 5 0.26% Increased
172
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$52.8M +$865K 8 0.44% Increased
173
SAM
Sentinel Asset Management
Vermont
$52M +$4.87M 4 1.09% Increased
174
Two Sigma Investments
Two Sigma Investments
New York
$51M -$88.9M 9 0.28% Reduced
175
CIM
Corbyn Investment Management
Maryland
$50.2M +$3.54M 2 9.6% Increased
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