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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	WIC Willis Investment Counsel Gainesville, Georgia	$44.1M	+$4.47M	2	2.95%	Increased
202	DekaBank Deutsche Girozentrale Frankfurt, Germany	$43.9M	-$9.67M	6	0.27%	Reduced
203	RHJA Rice Hall James & Associates San Diego, California	$43.3M	-$6.82M	4	1.55%	Reduced
204	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$43.3M	+$9.04M	12	0.23%	Increased
205	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$42.9M	-$6.71M	3	0.08%	Reduced
206	Causeway Capital Management Los Angeles, California	$42.4M	+$2.22M	2	0.51%	Increased
207	IAM Iridian Asset Management Westport, Connecticut	$41.4M	-$46.7M	1	0.65%	Reduced
208	HA HHLR Advisors Grand Cayman, Cayman Islands	$41.3M	-$82M	1	0.57%	Reduced
209	AQR Arbitrage Greenwich, Connecticut	$41M	-$9.9M	4	0.6%	Reduced
210	Channing Capital Management Chicago, Illinois	$40.6M	+$363K	1	1.88%	Increased
211	ALPS Advisors Denver, Colorado	$40.5M	-$4.33M	7	0.32%	Reduced
212	Janney Montgomery Scott Philadelphia, Pennsylvania	$40.1M	-$385K	11	0.29%	Reduced
213	CRCP Copper Rock Capital Partners Boston, Massachusetts	$39.9M	-$11.7M	2	3.57%	Reduced
214	PCM Polaris Capital Management Boston, Massachusetts	$39.9M	+$2.85M	1	1.79%	Increased
215	Gabelli Funds Rye, New York	$39.8M	+$577K	7	0.26%	Increased
216	Chevy Chase Trust Bethesda, Maryland	$39.3M	-$965K	3	0.16%	Reduced
217	Haverford Trust Company Radnor, Pennsylvania	$39.1M	+$502K	2	0.69%	Increased
218	Guggenheim Capital Chicago, Illinois	$39.1M	-$951K	11	0.31%	Reduced
219	Treasurer of the State of North Carolina Raleigh, North Carolina	$38.9M	-$16.8M	7	0.35%	Reduced
220	QS Investors New York	$38.8M	+$10M	10	0.42%	Increased
221	FP Foundry Partners Minneapolis, Minnesota	$38.6M	+$6.43M	5	1.59%	Increased
222	Westwood Holdings Group Dallas, Texas	$38.6M	-$7.36M	3	0.43%	Reduced
223	NC Nitorum Capital New York	$38.5M	+$197K	1	2.24%	Increased
224	Alyeska Investment Group Chicago, Illinois	$38M	-$14.4M	2	0.55%	Reduced
225	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$37.9M	-$1.48M	5	0.26%	Reduced