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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
NFA
Nationwide Fund Advisors
Ohio
$63.3M -$1.97M 14 0.26% Reduced
152
CRM
Cramer Rosenthal McGlynn
Connecticut
$62.1M -$4.43M 2 0.77% Reduced
153
SM
Stratton Management
Pennsylvania
$62M -$1.99M 4 2.71% Reduced
154
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$61.7M -$986K 1 0.32% Reduced
155
Great Lakes Advisors
Great Lakes Advisors
Illinois
$61.1M +$725K 2 1.86% Increased
156
SCM
Snow Capital Management
Pennsylvania
$60.3M -$2.97M 1 1.77% Reduced
157
ACM
Atlanta Capital Management
Georgia
$60M -$2.68M 1 0.41% Reduced
158
MP
Makaira Partners
California
$59.1M +$36.6M 1 9.08% Increased
159
Barclays
Barclays
United Kingdom
$58.4M -$24.1M 18 0.07% Reduced
160
OCAM
Owl Creek Asset Management
New York
$57.4M +$6.73M 1 3.08% Increased
161
Glenmede Trust
Glenmede Trust
Pennsylvania
$57M -$1.21M 11 0.41% Reduced
162
HSBC Holdings
HSBC Holdings
United Kingdom
$56.7M -$15.6M 8 0.12% Reduced
163
Seizert Capital Partners
Seizert Capital Partners
Michigan
$56.1M +$6.46M 2 1.43% Increased
164
UBS O'Connor
UBS O'Connor
Illinois
$55.6M +$6.5M 4 0.46% Increased
165
AQR Capital Management
AQR Capital Management
Connecticut
$54.8M +$9.53M 9 0.11% Increased
166
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54.1M -$5.9M 17 0.15% Reduced
167
Canada Life
Canada Life
Manitoba, Canada
$54.1M +$6.53M 15 0.19% Increased
168
KBC Group
KBC Group
Belgium
$53.2M +$2.06M 13 0.69% Increased
169
Tocqueville Asset Management
Tocqueville Asset Management
New York
$53.1M +$7.12M 6 0.63% Increased
170
Silvercrest Asset Management
Silvercrest Asset Management
New York
$52.3M +$4.61M 3 0.7% Increased
171
CRCP
Copper Rock Capital Partners
Massachusetts
$52.1M +$6.59M 2 3.86% Increased
172
Trillium Asset Management
Trillium Asset Management
Massachusetts
$51.6M +$3.58M 5 3.31% Increased
173
HI
Honeywell International
North Carolina
$50.5M -$10.1M 1 1.23% Reduced
174
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.4M +$32.2M 3 0.13% Increased
175
DnB Asset Management
DnB Asset Management
Norway
$50.2M -$12.2M 3 1.11% Reduced
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