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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
Australia
$38.3M -$3.31M 6 0.23% Reduced
202
Aviva
Aviva
United Kingdom
$38.2M +$2.92M 2 0.23% Increased
203
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.1M -$4.79M 4 0.36% Reduced
204
Natixis Advisors
Natixis Advisors
Massachusetts
$38M -$2.07M 4 0.46% Reduced
205
PCM
Polaris Capital Management
Massachusetts
$36.9M +$5.68M 1 2.39% Increased
206
ALPS Advisors
ALPS Advisors
Colorado
$36.9M +$4.14M 2 0.27% Increased
207
NSCM
New South Capital Management
Tennessee
$36.6M +$290K 1 0.87% Increased
208
Gotham Asset Management
Gotham Asset Management
New York
$36.2M +$4.62M 7 0.47% Increased
209
YCMGA
York Capital Management Global Advisors
New York
$36.1M +$330K 1 0.97% Increased
210
LSCM
Light Street Capital Management
California
$35.3M +$24.6M 1 4.82% Increased
211
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$34.7M +$19.9M 16 0.02% Increased
212
Trillium Asset Management
Trillium Asset Management
Massachusetts
$34.6M -$13.2M 4 2.28% Reduced
213
BRC
Blue Ridge Capital
New York
$34.5M $0 1 0.43% Maintained
214
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$34M +$22.5M 3 0.13% Increased
215
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$33.4M +$18.4M 2 0.13% Increased
216
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$33.4M -$76.9K 2 1.47% Reduced
217
JIR
James Investment Research
Ohio
$33.4M +$4.73M 4 0.86% Increased
218
JCM
Janney Capital Management
Pennsylvania
$33.3M -$1.05M 1 1.53% Reduced
219
SEI Investments
SEI Investments
Pennsylvania
$32.5M +$772K 13 0.16% Increased
220
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$32.3M -$2.02M 3 0.31% Reduced
221
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$32.2M -$9.1M 7 0.76% Reduced
222
Eagle Asset Management
Eagle Asset Management
Florida
$31.7M +$7.23M 3 0.21% Increased
223
Hancock Whitney
Hancock Whitney
Mississippi
$31.7M -$553K 3 1.18% Reduced
224
HCM
Highline Capital Management
New York
$31.6M +$30.2M 1 0.9% New
225
Gabelli Funds
Gabelli Funds
New York
$31.5M +$261K 5 0.19% Increased
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