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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	CIM Corbyn Investment Management Lutherville, Maryland	$37.1M	+$1.55M	2	6.66%	Increased
202	Baird Milwaukee, Wisconsin	$37.1M	+$1.57M	8	0.69%	Increased
203	PCM Penn Capital Management Philadelphia, Pennsylvania	$36.6M	+$7.87M	4	1.52%	Increased
204	Mondrian Investment Partners London, United Kingdom	$36M	+$34.4M	1	0.53%	New
205	Retirement Systems of Alabama Montgomery, Alabama	$35.5M	+$903K	3	0.23%	Increased
206	SIM Stelliam Investment Management New York	$35.4M	+$7.24M	1	1.69%	Increased
207	CPIM Columbia Partners Investment Management Alexandria, Virginia	$35.2M	+$21.5M	2	1.57%	Increased
208	Capital International Los Angeles, California	$34.9M	-$6.04M	2	2.29%	Reduced
209	Chevy Chase Trust Bethesda, Maryland	$34.9M	+$2.36M	4	0.29%	Increased
210	HSBC Holdings London, United Kingdom	$34.8M	-$6.71M	5	0.1%	Reduced
211	PM Pembroke Management Montreal, Quebec, Canada	$34.8M	+$7.98M	1	3.75%	Increased
212	Hamlin Capital Management New York	$34.7M	-$927K	1	2.6%	Reduced
213	MLICM Metropolitan Life Insurance Company (MetLife) New York	$34.6M	+$215K	13	0.26%	Increased
214	DS Dudley & Shanley Palm Beach, Florida	$34.6M	-$2.36M	2	7.17%	Reduced
215	Kennedy Capital Management St Louis, Missouri	$34.1M	-$6.37M	4	0.66%	Reduced
216	Northern Trust Company of Connecticut Stamford, Connecticut	$33.9M	-$15.6M	10	0.22%	Reduced
217	State of Tennessee, Department of Treasury Nashville, Tennessee	$33.6M	+$32.6M	6	0.2%	New
218	HI Honeywell International Charlotte, North Carolina	$33.6M	-$19.5M	1	0.86%	Reduced
219	Capital International Sarl Los Angeles, California	$33.5M	+$5.23M	1	1.91%	Increased
220	FMA Fiduciary Management Associates Chicago, Illinois	$33.2M	+$11.7M	3	2.4%	Increased
221	HCMT Highland Capital Management (Texas) Dallas, Texas	$33.1M	+$22.7M	3	2.14%	Increased
222	CGM Capital Growth Management Boston, Massachusetts	$32.9M	-$6.68M	1	0.89%	Reduced
223	Victory Capital Management San Antonio, Texas	$32.8M	+$29.8M	5	0.23%	New
224	LM Luminus Management Houston, Texas	$32.7M	+$1.01M	6	2.81%	Increased
225	Gotham Asset Management New York	$32.6M	+$9.6M	6	1.06%	Increased