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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	HSBC Holdings London, United Kingdom	$44M	-$14.9M	12	0.08%	Reduced
202	RHJA Rice Hall James & Associates San Diego, California	$43.5M	+$3.65M	4	1.4%	Increased
203	Anchor Capital Advisors Boston, Massachusetts	$43.3M	+$23.2M	3	0.91%	Increased
204	NC Nightview Capital Austin, Texas	$42.9M	+$10.9M	1	15.42%	Increased
205	TD Asset Management Toronto, Ontario, Canada	$42.8M	-$22M	4	0.07%	Reduced
206	Segall Bryant & Hamill Chicago, Illinois	$42.8M	-$1.94M	7	0.66%	Reduced
207	Handelsbanken Fonder Stockholm, Sweden	$42.6M	-$26.9M	3	0.83%	Reduced
208	ALPS Advisors Denver, Colorado	$42.6M	-$4.37M	8	0.3%	Reduced
209	Jacobs Levy Equity Management Florham Park, New Jersey	$42.5M	+$1.89M	8	0.61%	Increased
210	TC Tairen Capital Hong Kong	$42.3M	+$45.5M	1	4.73%	New
211	First Eagle Investment Management New York	$42M	-$4.16M	2	0.11%	Reduced
212	AAM ACK Asset Management Greenwich, Connecticut	$42M	-$5.56M	3	11.6%	Reduced
213	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$41.8M	-$1.21M	2	0.11%	Reduced
214	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$41.6M	-$4.58M	1	0.82%	Reduced
215	Clark Capital Management Group Philadelphia, Pennsylvania	$41M	+$14.6M	2	0.98%	Increased
216	Chevy Chase Trust Bethesda, Maryland	$40.9M	-$2.07M	4	0.17%	Reduced
217	PCM Polaris Capital Management Boston, Massachusetts	$40.9M	-$709K	1	1.7%	Reduced
218	CRCP Copper Rock Capital Partners Boston, Massachusetts	$40.3M	+$13.9M	2	2.92%	Increased
219	AGF Investments Inc Toronto, Ontario, Canada	$40.1M	-$1.15M	2	0.45%	Reduced
220	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$40.1M	-$2.71M	14	0.21%	Reduced
221	Discovery Capital Management South Norwalk, Connecticut	$40M	+$43.1M	1	4.17%	New
222	MUFG Securities EMEA London, United Kingdom	$39.5M	+$8.25M	4	0.46%	Increased
223	VVP Vulcan Value Partners Birmingham, Alabama	$39.1M	-$3.12M	1	0.34%	Reduced
224	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$38.4M	+$1.58M	1	0.15%	Increased
225	Marshall Wace London, United Kingdom	$38.2M	+$26.1M	12	0.36%	Increased