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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	Gotham Asset Management New York	$52.2M	+$35.6M	5	0.76%	Increased
177	Comerica Bank Dallas, Texas	$52.1M	+$3.99M	11	0.35%	Increased
178	ALPS Advisors Denver, Colorado	$51.3M	+$110K	4	0.36%	Increased
179	Zacks Investment Management Chicago, Illinois	$50.8M	+$1.51M	3	1.11%	Increased
180	Jasper Ridge Partners Menlo Park, California	$50.2M	$0	1	3.31%	Maintained
181	KBC Group Brussels, Belgium	$48.8M	+$2.43M	10	0.42%	Increased
182	Harris Associates Chicago, Illinois	$48.6M	-$288K	1	0.08%	Reduced
183	Foresters Investment Management New York	$48.2M	+$24.6M	3	0.75%	Increased
184	Chevy Chase Trust Bethesda, Maryland	$47.9M	-$544K	4	0.21%	Reduced
185	Factory Mutual Insurance Waltham, Massachusetts	$47.7M	-$1.79M	1	0.5%	Reduced
186	Arrowstreet Capital Boston, Massachusetts	$47.5M	+$22.6M	4	0.11%	Increased
187	PCM Polaris Capital Management Boston, Massachusetts	$47.5M	+$2.02M	1	2.22%	Increased
188	Retirement Systems of Alabama Montgomery, Alabama	$47.4M	+$587K	4	0.23%	Increased
189	Davenport & Co Richmond, Virginia	$47.4M	-$47.7K	3	0.57%	Reduced
190	Castleark Management Chicago, Illinois	$45.4M	+$119K	4	1.36%	Increased
191	Natixis Advisors Boston, Massachusetts	$45.1M	+$1.48M	4	0.46%	Increased
192	Crawford Investment Counsel Atlanta, Georgia	$44.5M	+$3.58M	2	1.38%	Increased
193	ABC Anchor Bolt Capital Chicago, Illinois	$44M	+$13.8M	2	1.59%	Increased
194	ARK Investment Management St. Petersburg, Florida	$43.9M	+$25.3M	1	3.49%	Increased
195	Nomura Holdings Tokyo, Japan	$43.3M	+$8.14M	4	0.08%	Increased
196	Nuveen Charlotte, North Carolina	$42.6M	+$11.1M	4	0.27%	Increased
197	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$42.5M	$0	1	0.65%	Maintained
198	Aviva London, United Kingdom	$42.4M	-$5.94M	2	0.24%	Reduced
199	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$41.9M	+$11.3M	2	2.2%	Increased
200	Westfield Capital Management Boston, Massachusetts	$40.7M	+$20.3M	1	0.31%	Increased