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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	ACM Argent Capital Management St Louis, Missouri	$44.4M	-$1.07M	1	2.36%	Reduced
202	Two Sigma Advisers New York	$44.4M	+$4.53M	9	0.35%	Increased
203	Hamlin Capital Management New York	$44.2M	+$4.03M	1	2.48%	Increased
204	DnB Asset Management Oslo, Norway	$44.2M	+$43.4M	3	0.93%	New
205	Capital Fund Management (CFM) Paris, France	$41.6M	+$31.3M	7	0.44%	Increased
206	CCM Cupps Capital Management Chicago, Illinois	$41.4M	-$9.16M	2	3.36%	Reduced
207	Aberdeen Asset Management Aberdeen, United Kingdom	$40.7M	+$34.9M	2	0.08%	Increased
208	Retirement Systems of Alabama Montgomery, Alabama	$40.5M	+$88.9K	3	0.23%	Increased
209	SFM Systematic Financial Management Teaneck, New Jersey	$40.5M	+$7.47M	3	0.28%	Increased
210	Korea Investment Corp Seoul, South Korea	$40.4M	+$384K	3	0.34%	Increased
211	FMA Fiduciary Management Associates Chicago, Illinois	$39.8M	+$638K	3	2.64%	Increased
212	Kornitzer Capital Management Shawnee Mission, Kansas	$39.6M	-$3.01M	3	0.42%	Reduced
213	Regions Financial Corp Birmingham, Alabama	$39.6M	-$329K	6	0.48%	Reduced
214	OIM Oceanic Investment Management Douglas, Isle Of Man	$39.4M	+$12.6M	2	9.46%	Increased
215	GH GAM Holding Zurich, Switzerland	$39.3M	+$4.79M	5	0.6%	Increased
216	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$38.8M	+$3.37M	8	0.22%	Increased
217	Mondrian Investment Partners London, United Kingdom	$38.7M	+$3.7M	1	0.54%	Increased
218	Nomura Asset Management Tokyo, Japan	$38.4M	+$6.85M	3	0.71%	Increased
219	BNP Paribas Financial Markets Paris, France	$38.3M	-$2.31B	12	0.04%	Reduced
220	DS Dudley & Shanley Palm Beach, Florida	$38M	+$89.2K	2	7.66%	Increased
221	AAP Ardsley Advisory Partners Stamford, Connecticut	$37.9M	-$23M	6	4.83%	Reduced
222	Capital International Los Angeles, California	$37.7M	-$690K	2	2.33%	Reduced
223	NIMC NWQ Investment Management Company Los Angeles, California	$37.7M	-$15.8K	3	0.38%	Reduced
224	MTB Mizuho Trust & Banking Tokyo, Japan	$37.3M	+$418K	2	0.13%	Increased
225	MLICM Metropolitan Life Insurance Company (MetLife) New York	$37.1M	-$1.44M	11	0.26%	Reduced