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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
226	State of Tennessee, Department of Treasury Nashville, Tennessee	$53.5M	+$17.6M	12	0.26%	Increased
227	Teacher Retirement System of Texas Austin, Texas	$52.8M	+$5.88M	3	0.43%	Increased
228	Arizona State Retirement System Phoenix, Arizona	$52.4M	+$5.94M	11	0.74%	Increased
229	Comerica Bank Dallas, Texas	$52M	-$452K	14	0.4%	Reduced
230	River Road Asset Management Louisville, Kentucky	$51.5M	+$7.04M	2	0.89%	Increased
231	Mondrian Investment Partners London, United Kingdom	$50.8M	+$313K	2	1.82%	Increased
232	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$50.4M	-$2.55M	3	0.41%	Reduced
233	PGGM Investments Zeist, Netherlands	$50.3M	$0	1	0.29%	Maintained
234	Adage Capital Partners Boston, Massachusetts	$50M	-$66.9M	3	0.13%	Reduced
235	SG Americas Securities New York	$49M	-$68M	19	0.41%	Reduced
236	Vaughan Nelson Investment Management Houston, Texas	$47.9M	+$15.6M	2	0.69%	Increased
237	Gulf International Bank (UK) London, United Kingdom	$47.7M	+$2.51M	2	0.73%	Increased
238	WAM WT Asset Management Hong Kong	$47.6M	-$29.6M	1	11.46%	Reduced
239	VVP Vulcan Value Partners Birmingham, Alabama	$46.8M	+$2.28M	1	0.37%	Increased
240	MAM Mark Asset Management New York	$46.7M	+$1.77M	1	8.82%	Increased
241	Kornitzer Capital Management Shawnee Mission, Kansas	$46.5M	+$18.8M	3	0.94%	Increased
242	NAH Neumann Advisory (HK) Central, Hong Kong	$46.4M	$0	1	15.4%	Maintained
243	Greenwoods Asset Management Grand Cayman, Cayman Islands	$44.9M	+$7.41M	1	1.26%	Increased
244	LCM Lomas Capital Management New York	$44.8M	-$26.3M	1	9.51%	Reduced
245	MUFG Securities EMEA London, United Kingdom	$44.2M	+$9.55M	2	0.39%	Increased
246	TA Trivest Advisors Hong Kong	$43.2M	+$32.5M	1	5.83%	New
247	Factory Mutual Insurance Waltham, Massachusetts	$42.3M	+$667K	1	0.73%	Increased
248	Prudential plc London, England, United Kingdom	$42M	-$4.39M	1	0.2%	Reduced
249	Nomura Asset Management Tokyo, Japan	$40.5M	+$3.53M	3	0.34%	Increased
250	CC Carlson Capital Dallas, Texas	$40.2M	-$47M	2	1.11%	Reduced