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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	ACI AMP Capital Investors Sydney, Australia	$33.7M	-$757K	5	0.23%	Reduced
202	Jupiter Investment Management London, United Kingdom	$33.6M	+$29.4M	2	0.69%	New
203	YCMGA York Capital Management Global Advisors New York	$33.5M	+$30.2M	1	0.73%	New
204	GW&K Investment Management Boston, Massachusetts	$33.5M	+$236K	1	0.74%	Increased
205	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.3M	+$2.03M	1	1.79%	Increased
206	BA Boston Advisors Boston, Massachusetts	$33.2M	+$11.5M	1	0.82%	Increased
207	ArrowMark Colorado Holdings Denver, Colorado	$33M	+$12.4M	2	0.73%	Increased
208	HCM Hodges Capital Management Dallas, Texas	$32.6M	-$13.6M	2	1.51%	Reduced
209	Edmond de Rothschild Asset Management (France) Paris, France	$32.4M	-$1.8M	2	1.41%	Reduced
210	VOYA Investment Management Atlanta, Georgia	$31.5M	-$42.1M	12	0.08%	Reduced
211	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$31.3M	+$79.1K	1	14.32%	Increased
212	Cambiar Investors Denver, Colorado	$30.9M	-$2.3M	1	0.44%	Reduced
213	Moore Capital Management New York	$30.5M	+$6.62M	3	1.23%	Increased
214	Tudor Investment Corp Stamford, Connecticut	$30.1M	+$3.1M	7	0.77%	Increased
215	Teacher Retirement System of Texas Austin, Texas	$30M	+$5.92M	14	0.2%	Increased
216	Janus Henderson Group London,	$30M	-$8.29M	4	0.24%	Reduced
217	Zacks Investment Management Chicago, Illinois	$29.5M	+$3.46M	1	0.93%	Increased
218	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$29M	-$10.6M	4	0.08%	Reduced
219	IP Interval Partners New York	$28.7M	-$25.3M	2	2.48%	Reduced
220	SAM Sentinel Asset Management Montpelier, Vermont	$28.7M	+$362K	2	0.64%	Increased
221	Gabelli Funds Rye, New York	$28.6M	-$387K	5	0.17%	Reduced
222	CIM Corbyn Investment Management Lutherville, Maryland	$28.4M	-$1.74M	3	8.92%	Reduced
223	SEI Investments Oaks, Pennsylvania	$28.3M	-$10M	12	0.18%	Reduced
224	British Columbia Investment Management Victoria, British Columbia, Canada	$28.3M	-$3.5M	3	0.27%	Reduced
225	Haverford Trust Company Radnor, Pennsylvania	$28.2M	-$33.2M	1	0.74%	Reduced