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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
William Blair Investment Management
William Blair Investment Management
Illinois
$41.3M -$2.92M 3 0.15% Reduced
202
KCM
Keywise Capital Management
Cayman Islands
$41M +$99.1K 1 22.42% Increased
203
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$40.9M +$10.3M 2 1.37% Increased
204
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$40.9M +$708K 2 0.14% Increased
205
National Pension Service
National Pension Service
South Korea
$40.3M +$3.25M 1 0.24% Increased
206
Nordea Investment Management
Nordea Investment Management
Sweden
$40.3M +$6.68M 4 0.1% Increased
207
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$39.4M -$784K 1 0.24% Reduced
208
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$39.4M +$3.63M 8 0.84% Increased
209
FFIM
Founders Fund IV Management
California
$39.2M $0 1 100% Maintained
210
GA
Glenhill Advisors
New York
$38.7M -$5.44M 1 2.44% Reduced
211
ACI
AMP Capital Investors
Australia
$38.7M -$2.86M 6 0.23% Reduced
212
Kennedy Capital Management
Kennedy Capital Management
Missouri
$37.8M +$7.71M 4 0.72% Increased
213
KBC Group
KBC Group
Belgium
$37.5M -$6.34M 10 0.36% Reduced
214
FP
Foundry Partners
Minnesota
$37.4M +$5.59M 3 1.53% Increased
215
JCM
Janney Capital Management
Pennsylvania
$36.4M -$713K 2 1.72% Reduced
216
Axa
Axa
France
$36.4M -$17.6M 5 0.17% Reduced
217
Seizert Capital Partners
Seizert Capital Partners
Michigan
$36.3M -$3.43M 1 1.31% Reduced
218
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$36.1M -$523K 1 0.79% Reduced
219
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$35.9M -$1.95M 4 0.32% Reduced
220
BA
Boston Advisors
Massachusetts
$35.2M -$790K 2 0.81% Reduced
221
Fidelity International
Fidelity International
Bermuda
$35M -$3.59M 2 0.1% Reduced
222
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.8M -$12.3M 6 0.14% Reduced
223
AAM
Ardevora Asset Management
United Kingdom
$34.7M +$8.61M 1 1.09% Increased
224
TCM
Tetrem Capital Management
Manitoba, Canada
$34.5M -$11.6M 1 1.51% Reduced
225
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$34.1M +$4.79M 1 1.33% Increased
7 8
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