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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$41.5M -$4.84M 4 0.37% Reduced
177
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$41.4M -$15.5M 2 0.72% Reduced
178
Citigroup
Citigroup
New York
$40.5M -$35M 20 0.04% Reduced
179
Natixis Advisors
Natixis Advisors
Massachusetts
$39.7M +$4.65M 4 0.51% Increased
180
ACI
AMP Capital Investors
Australia
$39.4M +$8.34M 7 0.24% Increased
181
Seizert Capital Partners
Seizert Capital Partners
Michigan
$39.2M -$1.23M 2 1.45% Reduced
182
Chevy Chase Trust
Chevy Chase Trust
Maryland
$38.9M -$815K 4 0.21% Reduced
183
PIA
Piedmont Investment Advisors
North Carolina
$37.8M -$4.06M 3 0.82% Reduced
184
Zacks Investment Management
Zacks Investment Management
Illinois
$37.6M +$5.27M 4 1.06% Increased
185
BA
Boston Advisors
Massachusetts
$37.6M +$33K 1 0.93% Increased
186
Davenport & Co
Davenport & Co
Virginia
$37.4M +$869K 2 0.55% Increased
187
SG Americas Securities
SG Americas Securities
New York
$37.3M -$626K 15 0.39% Reduced
188
Putnam Investments
Putnam Investments
Massachusetts
$36.2M -$11.4M 6 0.09% Reduced
189
SCM
SG Capital Management
Illinois
$36M +$11.6M 3 10.25% Increased
190
CCMH
Cornerstone Capital Management Holdings
New York
$35.9M -$9.89M 6 0.27% Reduced
191
Fred Alger Management
Fred Alger Management
New York
$35.2M -$115M 2 0.18% Reduced
192
William Blair Investment Management
William Blair Investment Management
Illinois
$35M +$3.76M 3 0.13% Increased
193
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$34.6M +$3.13M 8 0.81% Increased
194
SFM
Systematic Financial Management
New Jersey
$34.5M -$19.2M 4 0.48% Reduced
195
Calamos Advisors
Calamos Advisors
Illinois
$34.5M -$17.9M 3 0.25% Reduced
196
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$34.5M -$1.36M 3 0.35% Reduced
197
Aviva
Aviva
United Kingdom
$34M -$172K 2 0.21% Reduced
198
Nomura Holdings
Nomura Holdings
Japan
$33.7M +$19.7M 2 0.09% Increased
199
JCM
Janney Capital Management
Pennsylvania
$33.7M -$1.07M 1 1.52% Reduced
200
NSCM
New South Capital Management
Tennessee
$33.6M -$2.57M 1 0.8% Reduced
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