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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	CCMH Cornerstone Capital Management Holdings New York	$40.3M	-$11.7M	8	0.32%	Reduced
177	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$40.2M	+$4.19M	2	0.65%	Increased
178	Fort Washington Investment Advisors Cincinnati, Ohio	$40M	-$91.3K	2	0.75%	Reduced
179	Putnam Investments Boston, Massachusetts	$39.5M	-$2.46M	5	0.1%	Reduced
180	MTB Mizuho Trust & Banking Tokyo, Japan	$39M	+$637K	2	0.12%	Increased
181	Highbridge Capital Management New York	$38.9M	+$22.5M	5	0.63%	Increased
182	PIA Piedmont Investment Advisors Durham, North Carolina	$38.7M	+$28.7M	3	0.8%	Increased
183	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$38.6M	+$23.9M	1	2.92%	Increased
184	US Bancorp Minneapolis, Minnesota	$37.7M	+$4.9M	17	0.14%	Increased
185	Retirement Systems of Alabama Montgomery, Alabama	$37.5M	-$9.15M	3	0.22%	Reduced
186	Mondrian Investment Partners London, United Kingdom	$37.5M	$0	2	0.89%	Maintained
187	Jefferies Group New York	$36.9M	+$14.3M	4	0.17%	Increased
188	Baird Financial Group Milwaukee, Wisconsin	$35.6M	-$13M	4	0.33%	Reduced
189	Chevy Chase Trust Bethesda, Maryland	$35.3M	+$74.8K	4	0.2%	Increased
190	BA Boston Advisors Boston, Massachusetts	$34.1M	+$2.52M	1	0.85%	Increased
191	SG Americas Securities New York	$34M	+$14.5M	13	0.24%	Increased
192	Societe Generale	$34M	+$36.2M	13	0.24%	New
193	YCMGA York Capital Management Global Advisors New York	$33.4M	$0	1	0.83%	Maintained
194	British Columbia Investment Management Victoria, British Columbia, Canada	$33.2M	+$6.49M	3	0.29%	Increased
195	Aviva London, United Kingdom	$33M	+$7.07M	3	0.23%	Increased
196	Davenport & Co Richmond, Virginia	$32.8M	+$93.8K	2	0.5%	Increased
197	Tudor Investment Corp Stamford, Connecticut	$31.9M	+$2.84M	7	0.67%	Increased
198	JCM Janney Capital Management Pittsburgh, Pennsylvania	$31.6M	-$190K	1	1.67%	Reduced
199	Rothschild & Co Asset Management US Stamford, Connecticut	$31.5M	+$2.28M	2	0.57%	Increased
200	RCM Riverhead Capital Management Wilmington, Delaware	$31.3M	+$30.6M	8	1%	Increased