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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	FA Friess Associates Greenville, Delaware	$41.9M	-$3.17M	2	3.15%	Reduced
202	Citigroup New York	$41.6M	-$10.3M	18	0.04%	Reduced
203	PM Pembroke Management Montreal, Quebec, Canada	$41.4M	+$3.71M	1	3.63%	Increased
204	Mondrian Investment Partners London, United Kingdom	$40.6M	$0	1	0.57%	Maintained
205	Kornitzer Capital Management Shawnee Mission, Kansas	$40.4M	-$54.5M	3	0.43%	Reduced
206	Capital Fund Management (CFM) Paris, France	$40.2M	+$18.6M	3	0.5%	Increased
207	RIG Roosevelt Investment Group New York	$39.8M	+$7.46M	1	1.8%	Increased
208	Samlyn Capital New York	$39.3M	+$10.8M	1	0.98%	Increased
209	Retirement Systems of Alabama Montgomery, Alabama	$39.3M	+$26.8K	3	0.23%	Increased
210	CIM Corbyn Investment Management Lutherville, Maryland	$39.1M	$0	2	6.97%	Maintained
211	NCGI Next Century Growth Investors Plymouth, Minnesota	$39.1M	-$12.4M	1	1.08%	Reduced
212	Credit Agricole Montrouge Cedex, France	$38.6M	-$17.5M	5	0.16%	Reduced
213	Hamlin Capital Management New York	$38.5M	+$92.3K	1	2.62%	Increased
214	MLICM Metropolitan Life Insurance Company (MetLife) New York	$37.8M	-$229K	13	0.27%	Reduced
215	Capital International Los Angeles, California	$37.6M	-$982K	2	2.3%	Reduced
216	Commerzbank Aktiengesellschaft Frankfurt, Germany	$37.2M	+$5.95M	6	0.18%	Increased
217	Northern Trust Company of Connecticut Stamford, Connecticut	$37M	+$687K	10	0.23%	Increased
218	Hardman Johnston Global Advisors Stamford, Connecticut	$35.9M	-$789K	1	2.36%	Reduced
219	Kennedy Capital Management St Louis, Missouri	$35.4M	-$2.58M	6	0.65%	Reduced
220	Capital International Sarl Los Angeles, California	$35.4M	-$1.54M	1	1.9%	Reduced
221	Two Sigma Advisers New York	$35.3M	-$15.9M	10	0.34%	Reduced
222	Emerald Advisers Leola, Pennsylvania	$34.7M	+$5.98M	4	1.88%	Increased
223	Driehaus Capital Management Chicago, Illinois	$34.1M	+$1.94M	6	1.23%	Increased
224	Ferguson Wellman Capital Management Portland, Oregon	$33.9M	+$6.04M	2	1.53%	Increased
225	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$33.8M	-$1.24M	4	0.1%	Reduced