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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
201	ING Group Amsterdam, Netherlands	$34.9M	+$36.4M	2	0.18%	New
202	SEI Trust Company Oaks, Pennsylvania	$34.4M	+$33.6M	7	0.42%	New
203	Hamlin Capital Management New York	$34.1M	+$32.7M	1	2.78%	New
204	Suntrust Banks Atlanta, Georgia	$33.8M	+$34.1M	7	0.15%	New
205	Retirement Systems of Alabama Montgomery, Alabama	$33.4M	+$32.6M	3	0.22%	New
206	Emerald Advisers Leola, Pennsylvania	$33.4M	+$34.8M	3	2.04%	New
207	CIM Corbyn Investment Management Lutherville, Maryland	$33.3M	+$33M	2	6.62%	New
208	CCM Cadian Capital Management New York	$33.1M	+$34.7M	1	1.01%	New
209	DCCA D.C. Capital Advisors New York	$32.9M	+$31.5M	1	15.69%	New
210	F.L. Putnam Investment Management Lynnfield, Massachusetts	$32.8M	+$31M	4	4.69%	New
211	DS Dudley & Shanley Palm Beach, Florida	$32.7M	+$33M	2	7.63%	New
212	Fidelity International Hamilton, Bermuda	$32.5M	+$31M	3	0.18%	New
213	ACM Andor Capital Management Rye Brook, New York	$32.2M	+$22.6M	1	4.73%	New
214	MLICM Metropolitan Life Insurance Company (MetLife) New York	$32.2M	+$31.3M	13	0.26%	New
215	AIG American International Group New York	$31.9M	+$31.1M	16	0.19%	New
216	Westwood Holdings Group Dallas, Texas	$31.7M	+$33.9M	2	0.28%	New
217	Baird Milwaukee, Wisconsin	$31.6M	+$30.3M	8	0.63%	New
218	Chevy Chase Trust Bethesda, Maryland	$31.4M	+$30.8M	4	0.27%	New
219	MSA Mason Street Advisors Milwaukee, Wisconsin	$31.4M	+$31.8M	8	0.35%	New
220	AQR Capital Management Greenwich, Connecticut	$31.3M	+$31.5M	9	0.11%	New
221	PIM Partner Investment Management San Francisco, California	$31.1M	+$29.8M	1	7.05%	New
222	Hardman Johnston Global Advisors Stamford, Connecticut	$30.9M	+$31.6M	1	2.12%	New
223	KAM Keeley Asset Management Chicago, Illinois	$30.4M	+$31.2M	4	0.6%	New
224	British Columbia Investment Management Victoria, British Columbia, Canada	$30.2M	+$29.4M	3	0.25%	New
225	Marsico Capital Management Denver, Colorado	$29.9M	+$20.9M	1	0.19%	New