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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	Gulf International Bank (UK) London, United Kingdom	$118M	+$1.64M	2	1.5%	Increased
227	Natixis Advisors Boston, Massachusetts	$117M	-$11.4M	7	0.55%	Reduced
228	BRF B. Riley Financial Los Angeles, California	$117M	$0	1	15.46%	Maintained
229	WAM WT Asset Management Hong Kong	$117M	+$112M	1	19.86%	New
230	Utah Retirement Systems Salt Lake City, Utah	$117M	+$730K	7	1.51%	Increased
231	Axiom Investors Greenwich, Connecticut	$117M	-$214K	1	1.88%	Reduced
232	GIM Growth Interface Management Orlando, Florida	$116M	+$27.2M	1	11.77%	Increased
233	Crawford Investment Counsel Atlanta, Georgia	$116M	-$7.73M	5	2.34%	Reduced
234	SCM Suvretta Capital Management New York	$115M	+$13.2M	1	1.72%	Increased
235	State of Alaska Department of Revenue Juneau, Alaska	$114M	-$319K	12	1.16%	Reduced
236	PineBridge Investments New York	$114M	+$8.89M	4	1.32%	Increased
237	EIM Elephas Investment Management Hong Kong	$114M	-$81.5M	1	31.08%	Reduced
238	US Bancorp Minneapolis, Minnesota	$113M	-$579K	22	0.21%	Reduced
239	Voloridge Investment Management Jupiter, Florida	$112M	+$69M	11	0.77%	Increased
240	ORIO Old Republic International (ORI) Chicago, Illinois	$109M	$0	2	2.12%	Maintained
241	Clark Capital Management Group Philadelphia, Pennsylvania	$109M	+$6.85M	2	1.53%	Increased
242	CIBC Asset Management Toronto, Ontario, Canada	$108M	+$3.19M	7	0.44%	Increased
243	British Columbia Investment Management Victoria, British Columbia, Canada	$108M	+$12.7M	2	0.66%	Increased
244	Janney Montgomery Scott Philadelphia, Pennsylvania	$106M	+$754K	12	0.47%	Increased
245	Rockefeller Capital Management New York	$106M	+$3.55M	17	0.6%	Increased
246	M&G Investment Management London, United Kingdom	$106M	+$98M	5	0.26%	Increased
247	Regions Financial Corp Birmingham, Alabama	$106M	-$3.49M	4	0.91%	Reduced
248	Mutual of America Capital Management New York	$105M	+$156K	10	1.03%	Increased
249	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$104M	-$48.1M	1	7.38%	Reduced
250	WC Wexford Capital West Palm Beach, Florida	$104M	-$907K	3	15.64%	Reduced