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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	$38.4M	-$4.57M	6	0.23%	Reduced
202	Davis Selected Advisers Tucson, Arizona	$38M	-$16.8M	1	0.16%	Reduced
203	SG Americas Securities New York	$37.7M	-$45.2M	12	0.33%	Reduced
204	NSCM New South Capital Management Memphis, Tennessee	$37.5M	-$825K	1	0.87%	Reduced
205	Calamos Advisors Naperville, Illinois	$37.2M	-$6.92M	2	0.29%	Reduced
206	Fidelity International Hamilton, Bermuda	$37M	-$3.63M	2	0.1%	Reduced
207	LSCM Light Street Capital Management Palo Alto, California	$36.7M	-$8.38M	1	2.95%	Reduced
208	Nordea Investment Management Stockholm, Sweden	$36.6M	+$15.6M	4	0.1%	Increased
209	PIA Piedmont Investment Advisors Durham, North Carolina	$36.6M	-$7.22M	2	0.76%	Reduced
210	FQ First Quadrant Glendale, California	$36.4M	+$10.9M	2	0.72%	Increased
211	Korea Investment Corp Seoul, South Korea	$36.2M	-$18.5M	2	0.18%	Reduced
212	JCM Janney Capital Management Pittsburgh, Pennsylvania	$35.4M	-$1.4M	1	1.63%	Reduced
213	State of Tennessee, Department of Treasury Nashville, Tennessee	$35.2M	+$8.31M	6	0.17%	Increased
214	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$35M	+$11.3M	1	2.05%	Increased
215	Haverford Trust Company Radnor, Pennsylvania	$34.9M	+$639K	1	0.8%	Increased
216	LPC Lion Point Capital New York	$34.4M	+$10.3M	2	5.02%	Increased
217	Two Sigma Investments New York	$34.3M	-$83.3M	10	0.12%	Reduced
218	Nomura Holdings Tokyo, Japan	$33.8M	+$11.2M	5	0.09%	Increased
219	Zurich Cantonal Bank Zurich, Switzerland	$33.1M	+$43.2K	15	0.33%	Increased
220	BA Boston Advisors Boston, Massachusetts	$32.9M	+$141K	2	0.78%	Increased
221	Kennedy Capital Management St Louis, Missouri	$32.8M	+$15.6M	4	0.57%	Increased
222	Impax Asset Management (UK) London, United Kingdom	$32.4M	-$2.78M	2	1.34%	Reduced
223	FP Foundry Partners Minneapolis, Minnesota	$32.1M	+$3.57M	3	1.34%	Increased
224	PointState Capital New York	$32.1M	+$30.7M	1	0.33%	New
225	Gabelli Funds Rye, New York	$32.1M	-$2.68M	5	0.19%	Reduced