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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	Nuveen Charlotte, North Carolina	$40.5M	-$16.3M	6	0.25%	Reduced
202	Chevy Chase Trust Bethesda, Maryland	$40.5M	+$1.82M	5	0.26%	Increased
203	Hamlin Capital Management New York	$40.4M	+$4.56M	1	2.42%	Increased
204	LCP Lombardia Capital Partners Pasadena, California	$40.1M	-$11M	2	1.19%	Reduced
205	US Bancorp Minneapolis, Minnesota	$39.8M	-$4.9M	16	0.16%	Reduced
206	GH GAM Holding Zurich, Switzerland	$39.7M	-$1.02M	5	0.58%	Reduced
207	Kornitzer Capital Management Shawnee Mission, Kansas	$39.6M	-$797K	3	0.45%	Reduced
208	Apex Capital Management Dayton, Ohio	$39.6M	-$18.3M	3	1.19%	Reduced
209	CCM Cupps Capital Management Chicago, Illinois	$39M	-$5.4M	2	3.61%	Reduced
210	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$38.9M	+$1.85M	8	0.23%	Increased
211	BCM Brown Capital Management Baltimore, Maryland	$38.3M	+$2.52M	2	0.68%	Increased
212	AQR Capital Management Greenwich, Connecticut	$38.1M	-$50.3M	10	0.1%	Reduced
213	HCM Hahn Capital Management Walnut Creek, California	$37.8M	+$8.7M	1	4.77%	Increased
214	DS Dudley & Shanley Palm Beach, Florida	$37M	-$510K	2	7.74%	Reduced
215	FMA Fiduciary Management Associates Chicago, Illinois	$36M	-$408K	3	2.56%	Reduced
216	Artisan Partners Milwaukee, Wisconsin	$35.5M	+$44.1M	2	0.06%	New
217	Raymond James & Associates St Petersburg, Florida	$35.5M	+$8.99M	7	0.2%	Increased
218	Trillium Asset Management Boston, Massachusetts	$35.5M	-$7.81M	5	3.07%	Reduced
219	MTB Mizuho Trust & Banking Tokyo, Japan	$35.5M	-$2.74M	2	0.13%	Reduced
220	Retirement Systems of Alabama Montgomery, Alabama	$35.1M	+$457K	3	0.2%	Increased
221	Regions Financial Corp Birmingham, Alabama	$34.4M	+$1.11M	7	0.43%	Increased
222	Citigroup New York	$33.9M	+$6.79M	20	0.03%	Increased
223	CIP Champlain Investment Partners Burlington, Vermont	$33.6M	-$959K	1	0.58%	Reduced
224	Janus Henderson Group London,	$33.3M	+$14.8M	2	0.31%	Increased
225	SCM SKBA Capital Management San Francisco, California	$33.3M	+$6.96M	1	2.76%	Increased