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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$87.8M -$23.8M 6 0.73% Reduced
152
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$86.4M -$7.97M 1 5.16% Reduced
153
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.2M +$16.3M 5 0.23% Increased
154
Boston Trust Walden
Boston Trust Walden
Massachusetts
$84.5M -$1.11M 2 1.14% Reduced
155
SSM
Sound Shore Management
Connecticut
$83.5M +$13.2M 1 2.57% Increased
156
LPC
Lion Point Capital
New York
$82.6M $0 1 20.03% Maintained
157
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$82.5M +$9.44M 1 1.08% Increased
158
LPL Financial
LPL Financial
California
$81.6M +$10.6M 10 0.14% Increased
159
AIG
American International Group
New York
$81.2M -$673K 19 0.39% Reduced
160
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$81M +$2.55M 2 1.2% Increased
161
HCM
Hitchwood Capital Management
New York
$81M +$4.06M 1 3.79% Increased
162
SDH
Sloy Dahl & Holst
Washington
$79.4M +$101K 1 37.6% Increased
163
Panagora Asset Management
Panagora Asset Management
Massachusetts
$78.3M -$42.3M 15 0.5% Reduced
164
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$77.9M +$2.53M 1 0.46% Increased
165
TCM
Tao Capital Management
California
$77.7M -$24.4M 1 30.73% Reduced
166
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$77.5M +$3.1M 5 2.22% Increased
167
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$76.8M +$9.33M 4 0.52% Increased
168
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$76.3M -$38.6M 1 1.71% Reduced
169
Westwood Holdings Group
Westwood Holdings Group
Texas
$76M +$54M 2 1.01% Increased
170
Simplex Trading
Simplex Trading
Illinois
$75.2M +$1.62M 8 0.12% Increased
171
SAM
Scopus Asset Management
New York
$75M +$50.3M 3 2.12% Increased
172
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$74.5M +$13.1M 11 0.2% Increased
173
Voloridge Investment Management
Voloridge Investment Management
Florida
$74.4M -$31M 5 0.85% Reduced
174
Regions Financial Corp
Regions Financial Corp
Alabama
$73.9M -$23.6M 4 0.86% Reduced
175
ACI
AMP Capital Investors
Australia
$73.4M +$5.1M 4 0.46% Increased
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