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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
176	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$50.8M	-$2.39M	2	0.11%	Reduced
177	Teacher Retirement System of Texas Austin, Texas	$50.7M	-$3.02M	11	0.44%	Reduced
178	USS Investment Management London, United Kingdom	$50.5M	$0	1	0.97%	Maintained
179	CCM Cadian Capital Management New York	$50.1M	+$4.72M	2	1.29%	Increased
180	AP Alydar Partners Boston, Massachusetts	$50M	+$15.3M	3	5.08%	Increased
181	TD Asset Management Toronto, Ontario, Canada	$49.4M	-$836K	5	0.09%	Reduced
182	IAM Impax Asset Management Portsmouth, New Hampshire	$49M	-$3.12M	4	3.1%	Reduced
183	Bank of Montreal Toronto, Ontario, Canada	$48.6M	+$5.46M	13	0.07%	Increased
184	Seizert Capital Partners Birmingham, Michigan	$47.4M	+$44.6M	2	1.12%	Increased
185	HSBC Holdings London, United Kingdom	$47.2M	+$8.74M	4	0.12%	Increased
186	PGGM Investments Zeist, Netherlands	$47.2M	$0	1	0.26%	Maintained
187	DnB Asset Management Oslo, Norway	$47M	-$11.7M	2	1.1%	Reduced
188	AAP Ardsley Advisory Partners Stamford, Connecticut	$46.8M	-$18.6M	5	6.22%	Reduced
189	SIM Stelliam Investment Management New York	$45.9M	+$4.92M	1	1.87%	Increased
190	Trillium Asset Management Boston, Massachusetts	$45.4M	+$3.09M	4	4.46%	Increased
191	BM Bridger Management New York	$45.1M	$0	1	3.16%	Maintained
192	OCG Opus Capital Group Cincinnati, Ohio	$44.9M	+$2.08M	2	2.48%	Increased
193	Lyrical Asset Management New York	$44.7M	+$16.2M	1	2.86%	Increased
194	AQR Capital Management Greenwich, Connecticut	$44.5M	-$620K	8	0.13%	Reduced
195	Chevy Chase Trust Bethesda, Maryland	$42.7M	+$3.85M	4	0.31%	Increased
196	FMA Fiduciary Management Associates Chicago, Illinois	$42.7M	+$5.51M	3	2.89%	Increased
197	PCM Penn Capital Management Philadelphia, Pennsylvania	$42.5M	+$1.57M	4	1.53%	Increased
198	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$42.4M	-$17.3M	2	0.9%	Reduced
199	TAM Third Avenue Management New York	$42.2M	-$29M	1	0.77%	Reduced
200	DS Dudley & Shanley Palm Beach, Florida	$42.1M	+$2.15M	2	8.18%	Increased