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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	Public Employees Retirement Association of Colorado Denver, Colorado	$54.8M	-$1.15M	8	0.46%	Reduced
177	CIM Corbyn Investment Management Lutherville, Maryland	$54.3M	+$19.7M	2	8.69%	Increased
178	Natixis Advisors Boston, Massachusetts	$53.3M	-$8.81M	9	0.76%	Reduced
179	Gateway Investment Advisers Cincinnati, Ohio	$52.7M	+$537K	3	0.41%	Increased
180	Canada Life Winnipeg, Manitoba, Canada	$52.2M	-$15.1M	12	0.17%	Reduced
181	TD Asset Management Toronto, Ontario, Canada	$52.2M	-$896K	4	0.09%	Reduced
182	Credit Agricole Montrouge Cedex, France	$51.7M	+$17.6M	4	0.22%	Increased
183	US Bancorp Minneapolis, Minnesota	$51M	+$2.26M	17	0.2%	Increased
184	ORI Oak Ridge Investments Chicago, Illinois	$50.8M	+$279K	2	1.21%	Increased
185	VVP Vulcan Value Partners Birmingham, Alabama	$50.7M	+$18.5M	1	0.75%	Increased
186	Teacher Retirement System of Texas Austin, Texas	$49.8M	+$1.23M	12	0.41%	Increased
187	Gabelli Funds Rye, New York	$49.7M	-$7.31M	4	0.25%	Reduced
188	Commerzbank Aktiengesellschaft Frankfurt, Germany	$49.6M	+$3.4M	7	0.25%	Increased
189	LHC Lodge Hill Capital New York	$49.6M	+$29.8M	1	6.43%	Increased
190	Westfield Capital Management Boston, Massachusetts	$48.7M	-$55.5M	1	0.29%	Reduced
191	Impax Asset Management (UK) London, United Kingdom	$47.8M	+$13.4M	2	3%	Increased
192	Sit Investment Associates Minneapolis, Minnesota	$47.3M	-$10.8M	1	0.81%	Reduced
193	Trillium Asset Management Boston, Massachusetts	$47M	-$718K	5	4.03%	Reduced
194	HI Honeywell International Charlotte, North Carolina	$46.9M	+$7.75M	2	1.08%	Increased
195	KBC Group Brussels, Belgium	$46.8M	+$18.8M	9	0.53%	Increased
196	Jane Street New York	$46.4M	+$37.3M	6	0.59%	Increased
197	GA Geneva Advisors Chicago, Illinois	$46.2M	+$34.6M	4	0.84%	Increased
198	Panagora Asset Management Boston, Massachusetts	$45.8M	-$33.3M	11	0.22%	Reduced
199	Chevy Chase Trust Bethesda, Maryland	$44.7M	+$573K	4	0.31%	Increased
200	SAM Sentinel Asset Management Montpelier, Vermont	$44.6M	+$1.49M	3	0.89%	Increased