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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	Numeric Investors Boston, Massachusetts	$60.1M	-$23.6M	6	0.55%	Reduced
152	Asset Management One Tokyo, Japan	$59.7M	+$37.8M	3	0.15%	Increased
153	Ninety One (UK) London, United Kingdom	$59.6M	+$660K	1	0.31%	Increased
154	Fort Washington Investment Advisors Cincinnati, Ohio	$59.4M	+$7.02M	3	0.99%	Increased
155	STRS Ohio Columbus, Ohio	$57.9M	-$4.13M	9	0.25%	Reduced
156	CRCP Copper Rock Capital Partners Boston, Massachusetts	$57.8M	+$52.8M	3	3.71%	Increased
157	KeyBank National Association Cleveland, Ohio	$56.3M	-$45M	7	0.35%	Reduced
158	Hood River Capital Management Palm Beach Gardens, Florida	$56M	+$20M	2	4.88%	Increased
159	BlackRock Advisors Wilmington, Delaware	$55.5M	-$1.39M	17	0.06%	Reduced
160	DCM Daruma Capital Management New York	$55.2M	-$15.9M	1	3.15%	Reduced
161	Baird Financial Group Milwaukee, Wisconsin	$55.2M	+$9.52M	6	0.48%	Increased
162	Miller Howard Investments Kingston, New York	$55.2M	-$3.24M	1	1.06%	Reduced
163	Harris Associates Chicago, Illinois	$54.2M	-$2.07M	1	0.1%	Reduced
164	Westwood Holdings Group Dallas, Texas	$53.3M	+$42.7M	1	0.44%	Increased
165	CIP Champlain Investment Partners Burlington, Vermont	$52.2M	+$5.38M	1	0.72%	Increased
166	Axa Paris, France	$51.9M	+$36.6M	5	0.24%	Increased
167	Balyasny Asset Management Chicago, Illinois	$51.6M	+$47.2M	6	0.28%	Increased
168	Davis Selected Advisers Tucson, Arizona	$51M	-$20M	2	0.22%	Reduced
169	Korea Investment Corp Seoul, South Korea	$50.2M	+$2.52M	2	0.24%	Increased
170	Commerzbank Aktiengesellschaft Frankfurt, Germany	$50.1M	+$5.29M	5	0.74%	Increased
171	OCAM Owl Creek Asset Management New York	$48.1M	$0	1	3.13%	Maintained
172	LM Luminus Management Houston, Texas	$48M	+$42.6M	1	1.08%	Increased
173	AIG American International Group New York	$47.9M	-$493M	16	0.19%	Reduced
174	Aperio Group Sausalito, California	$46.9M	-$5.47M	11	0.36%	Reduced
175	Van Berkom & Associates Montreal, Quebec, Canada	$46.3M	-$10.9M	1	1.86%	Reduced