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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	Franklin Resources San Mateo, California	$62.5M	-$13.8M	6	0.03%	Reduced
152	Panagora Asset Management Boston, Massachusetts	$62.1M	-$8.41M	14	0.23%	Reduced
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$62M	+$1.37M	12	0.3%	Increased
154	British Columbia Investment Management Victoria, British Columbia, Canada	$60.3M	+$2.97M	2	0.42%	Increased
155	NIMC NWQ Investment Management Company Los Angeles, California	$60.1M	-$2.33M	2	0.78%	Reduced
156	Capital Guardian Trust Los Angeles, California	$60.1M	+$1.18M	1	0.85%	Increased
157	Mondrian Investment Partners London, United Kingdom	$59.6M	$0	2	1.45%	Maintained
158	Raymond James Financial Services Advisors St. Petersburg, Florida	$59.3M	-$6.05M	7	0.37%	Reduced
159	AIG American International Group New York	$58.3M	+$598K	16	0.19%	Increased
160	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$58.2M	-$3.98M	1	0.94%	Reduced
161	Alyeska Investment Group Chicago, Illinois	$57.7M	+$43.2M	4	0.46%	Increased
162	Mackenzie Financial Toronto Ontario, Ontario, Canada	$57.6M	+$48.7M	3	0.14%	Increased
163	Marshall Wace North America New York	$57.2M	-$14.7M	7	0.32%	Reduced
164	Nordea Investment Management Stockholm, Sweden	$57M	+$12M	4	0.13%	Increased
165	Aberdeen Group Edinburgh, United Kingdom	$56.5M	+$15.4M	2	0.11%	Increased
166	Van Berkom & Associates Montreal, Quebec, Canada	$55.8M	+$6.81M	1	1.82%	Increased
167	QIM Quantitative Investment Management Charlottesville, Virginia	$55.5M	+$39.6M	9	0.82%	Increased
168	M&T Bank Buffalo, New York	$55.1M	-$164K	6	0.29%	Reduced
169	Fiduciary Management Inc Milwaukee, Wisconsin	$53.9M	-$1.56M	1	0.33%	Reduced
170	Jacobs Levy Equity Management Florham Park, New Jersey	$53.8M	+$5.87M	9	0.94%	Increased
171	Samlyn Capital New York	$53.4M	+$49.1M	2	1.22%	New
172	Federated Hermes Pittsburgh, Pennsylvania	$53.2M	-$4.52M	13	0.15%	Reduced
173	CBT Capital Bank & Trust Irvine, California	$53.2M	-$8.16M	3	0.73%	Reduced
174	MP Makaira Partners La Jolla, California	$52.3M	+$2.93M	1	6.31%	Increased
175	US Bancorp Minneapolis, Minnesota	$52.2M	+$3.66M	15	0.16%	Increased