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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	NIMC NWQ Investment Management Company Los Angeles, California	$50.1M	-$606K	1	0.69%	Reduced
177	Channing Capital Management Chicago, Illinois	$49.8M	+$29M	2	2.22%	Increased
178	DS Dudley & Shanley Palm Beach, Florida	$49.7M	+$54.1K	2	9.87%	Increased
179	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$49.4M	+$7.94M	6	0.16%	Increased
180	Eaton Vance Management Boston, Massachusetts	$48.7M	+$19.7M	2	0.15%	Increased
181	TD Asset Management Toronto, Ontario, Canada	$48.7M	-$6.94M	6	0.09%	Reduced
182	Adage Capital Partners Boston, Massachusetts	$47.6M	+$39.5M	3	0.12%	Increased
183	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$47.6M	+$48.8K	2	0.7%	Increased
184	Jane Street New York	$47.5M	+$29M	4	0.31%	Increased
185	Fort Washington Investment Advisors Cincinnati, Ohio	$47.4M	+$11.4M	2	0.89%	Increased
186	Fred Alger Management New York	$47.2M	+$14.5M	1	0.21%	Increased
187	LM Luminus Management Houston, Texas	$47.2M	-$13.5M	4	1.54%	Reduced
188	State of Tennessee, Department of Treasury Nashville, Tennessee	$46.9M	+$763K	6	0.26%	Increased
189	Discovery Capital Management South Norwalk, Connecticut	$46.8M	+$49M	1	0.55%	New
190	ArrowMark Colorado Holdings Denver, Colorado	$46.8M	+$3.98M	1	1.14%	Increased
191	Nuveen Charlotte, North Carolina	$46.7M	-$368K	6	0.25%	Reduced
192	USS Investment Management London, United Kingdom	$46.4M	$0	1	0.74%	Maintained
193	Factory Mutual Insurance Waltham, Massachusetts	$46.3M	-$2.23M	1	0.61%	Reduced
194	Comerica Bank Dallas, Texas	$46.3M	+$23.2M	8	0.2%	Increased
195	Bank of Montreal Toronto, Ontario, Canada	$46M	-$1.38M	15	0.05%	Reduced
196	SCCM Schafer Cullen Capital Management New York	$45.7M	-$951K	2	0.47%	Reduced
197	CIP Champlain Investment Partners Burlington, Vermont	$45.7M	-$770K	1	0.72%	Reduced
198	MTB Mizuho Trust & Banking Tokyo, Japan	$45.1M	-$6.88M	2	0.15%	Reduced
199	Axa Paris, France	$44.9M	-$4.25M	6	0.18%	Reduced
200	SAM Sentinel Asset Management Montpelier, Vermont	$44.7M	-$1.23M	4	1.02%	Reduced