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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	HCC Hill City Capital Boston, Massachusetts	$329M	$0	2	21.75%	Maintained
177	Royce & Associates New York	$329M	-$10.5M	12	2.99%	Reduced
178	SDH Sloy Dahl & Holst Vancouver, Washington	$329M	+$1.71M	1	56.11%	Increased
179	PCM Prime Capital Management Hong Kong	$329M	$0	1	53.65%	Maintained
180	Congress Asset Management Boston, Massachusetts	$327M	-$18M	5	2.23%	Reduced
181	Ninety One (UK) London, United Kingdom	$325M	+$283M	1	0.87%	New
182	MetLife Investment Management Whippany, New Jersey	$324M	-$6.53M	22	1.86%	Reduced
183	Credit Agricole Montrouge Cedex, France	$323M	+$125M	10	1.39%	Increased
184	Bank of Nova Scotia Toronto, Ontario, Canada	$321M	+$185M	6	0.65%	Increased
185	Vaughan Nelson Investment Management Houston, Texas	$320M	+$181M	5	2.85%	Increased
186	Westfield Capital Management Boston, Massachusetts	$315M	+$70M	3	1.42%	Increased
187	Creative Planning Overland Park, Kansas	$314M	+$37.5M	21	0.31%	Increased
188	Balyasny Asset Management Chicago, Illinois	$312M	-$156M	19	0.51%	Reduced
189	Zevenbergen Capital Investments Edmonds, Washington	$312M	-$7.51M	1	6.54%	Reduced
190	Silvercrest Asset Management New York	$311M	+$3.18M	8	2.12%	Increased
191	Arizona State Retirement System Phoenix, Arizona	$308M	-$918K	19	1.94%	Reduced
192	Cantor Fitzgerald New York	$307M	+$268M	1	8.7%	New
193	Renaissance Technologies New York	$301M	-$328M	17	0.45%	Reduced
194	Alyeska Investment Group Chicago, Illinois	$301M	-$23.8M	7	1.53%	Reduced
195	SurgoCap Partners New York	$300M	-$10.9M	1	14.98%	Reduced
196	Lone Pine Capital Greenwich, Connecticut	$295M	-$61.6M	1	2.2%	Reduced
197	Vontobel Holding Zurich, Switzerland	$294M	+$18.2M	15	0.95%	Increased
198	Lord, Abbett & Co Jersey City, New Jersey	$294M	-$38.5M	4	0.94%	Reduced
199	Ossiam Paris, France	$293M	-$7.2M	4	5.66%	Reduced
200	Janney Montgomery Scott Philadelphia, Pennsylvania	$293M	+$4.16M	16	0.82%	Increased