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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	Boston Trust Walden Boston, Massachusetts	$54.7M	+$24.9M	3	1.02%	Increased
152	Credit Agricole Montrouge Cedex, France	$54.7M	+$14.2M	6	0.26%	Increased
153	Seizert Capital Partners Birmingham, Michigan	$53.5M	+$6.05M	1	1.67%	Increased
154	Winton Group London, United Kingdom	$53.1M	+$48.8M	1	0.47%	Increased
155	Fiduciary Management Inc Milwaukee, Wisconsin	$53M	-$1.71M	1	0.3%	Reduced
156	KeyBank National Association Cleveland, Ohio	$50M	-$2.93M	7	0.34%	Reduced
157	Baird Financial Group Milwaukee, Wisconsin	$49.9M	-$24.1M	5	0.5%	Reduced
158	State of New Jersey Common Pension Fund D Trenton, New Jersey	$49.7M	-$70.8M	5	0.21%	Reduced
159	Folketrygdfondet Oslo Norway, Norway	$49.2M	-$11.6M	1	1.5%	Reduced
160	OCAM Owl Creek Asset Management New York	$49.2M	+$2.05M	1	2.8%	Increased
161	Renaissance Technologies New York	$48.7M	+$16.6M	11	0.11%	Increased
162	Miller Howard Investments Kingston, New York	$48.7M	-$8.75M	1	0.87%	Reduced
163	IP Interval Partners New York	$47.4M	+$48M	1	4.48%	Increased
164	Fidelity International Hamilton, Bermuda	$46.7M	-$6.4M	3	0.14%	Reduced
165	SG Americas Securities New York	$46.4M	-$100M	9	0.33%	Reduced
166	DCM Daruma Capital Management New York	$45.5M	+$46.5M	1	2.72%	New
167	Citadel Advisors Miami, Florida	$45.4M	-$170M	12	0.05%	Reduced
168	QAM Quentec Asset Management New York	$45M	-$17.4M	2	7.91%	Reduced
169	Eventide Asset Management Boston, Massachusetts	$44.2M	+$8.39M	4	2.21%	Increased
170	HCM Hodges Capital Management Dallas, Texas	$43.7M	-$4.2M	1	1.82%	Reduced
171	Great Lakes Advisors Chicago, Illinois	$43.7M	-$9.52M	3	1.31%	Reduced
172	Zurich Cantonal Bank Zurich, Switzerland	$43.5M	-$476K	13	0.55%	Reduced
173	Canada Life Winnipeg, Manitoba, Canada	$43.3M	+$2.2M	12	0.17%	Increased
174	Hood River Capital Management Palm Beach Gardens, Florida	$43.2M	+$19M	3	5.53%	Increased
175	CIP Champlain Investment Partners Burlington, Vermont	$43.2M	-$11M	1	0.74%	Reduced