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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	BNP Paribas Financial Markets Paris, France	$48.2M	-$6.58M	16	0.13%	Reduced
177	CIP Champlain Investment Partners Burlington, Vermont	$47.8M	+$4.55M	1	0.81%	Increased
178	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$47.5M	+$4.04M	2	0.67%	Increased
179	Nuveen Charlotte, North Carolina	$47.3M	+$264K	6	0.26%	Increased
180	DS Dudley & Shanley Palm Beach, Florida	$47.3M	+$6.23M	2	9.52%	Increased
181	SCCM Schafer Cullen Capital Management New York	$47.2M	+$3.46M	2	0.47%	Increased
182	Gabelli Funds Rye, New York	$46.8M	-$10.3M	5	0.24%	Reduced
183	NIMC NWQ Investment Management Company Los Angeles, California	$46.4M	-$11.8M	1	0.58%	Reduced
184	National Rural Electric Cooperative Association Arlington, Virginia	$46.3M	+$31.5M	2	0.76%	Increased
185	LCP Lombardia Capital Partners Pasadena, California	$46.1M	+$1.23M	2	1.38%	Increased
186	State of Tennessee, Department of Treasury Nashville, Tennessee	$46.1M	-$14.3M	5	0.25%	Reduced
187	SAM Sentinel Asset Management Montpelier, Vermont	$46M	-$6.12M	4	1%	Reduced
188	USS Investment Management London, United Kingdom	$45.9M	$0	1	0.75%	Maintained
189	AQR Capital Management Greenwich, Connecticut	$45.9M	-$2.65M	8	0.1%	Reduced
190	Tocqueville Asset Management New York	$45.8M	-$8.57M	5	0.54%	Reduced
191	PP PDT Partners New York	$45M	+$40.4M	8	1.12%	Increased
192	Bank of Montreal Toronto, Ontario, Canada	$44.7M	+$15.5M	15	0.05%	Increased
193	Hood River Capital Management Palm Beach Gardens, Florida	$44.6M	+$13.6M	3	5.49%	Increased
194	Canada Life Winnipeg, Manitoba, Canada	$44.5M	-$2.93M	15	0.15%	Reduced
195	CRCP Copper Rock Capital Partners Boston, Massachusetts	$44.4M	-$12.6M	2	3.63%	Reduced
196	Commerzbank Aktiengesellschaft Frankfurt, Germany	$44.2M	-$9.16K	6	0.27%	Reduced
197	Public Employees Retirement Association of Colorado Denver, Colorado	$44M	-$6.91M	8	0.36%	Reduced
198	ArrowMark Colorado Holdings Denver, Colorado	$43.7M	+$11.3M	1	1.13%	Increased
199	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$42.9M	+$18.7M	5	0.16%	Increased
200	PM Pembroke Management Montreal, Quebec, Canada	$42.4M	-$4.06M	2	2.67%	Reduced