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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
CET
Clean Energy Transition
United Kingdom
$182M +$173M 3 21.16% New
227
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$182M +$8.11M 16 0.82% Increased
228
Silvercrest Asset Management
Silvercrest Asset Management
New York
$182M +$4.74M 4 1.15% Increased
229
Calamos Advisors
Calamos Advisors
Illinois
$181M +$14.5M 3 0.68% Increased
230
GIM
Growth Interface Management
Florida
$177M -$2.52M 1 18.56% Reduced
231
NSCM
New South Capital Management
Tennessee
$174M +$4.75M 2 5.78% Increased
232
Utah Retirement Systems
Utah Retirement Systems
Utah
$174M +$2.82M 7 2.15% Increased
233
Epoch Investment Partners
Epoch Investment Partners
New York
$172M +$55M 2 0.87% Increased
234
Xponance
Xponance
Pennsylvania
$171M +$13.9M 9 2.69% Increased
235
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$169M -$4.8M 12 0.62% Reduced
236
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$167M +$1.74M 7 1.54% Increased
237
LPU
Lansdowne Partners (UK)
United Kingdom
$166M -$113M 1 10.08% Reduced
238
Yousif Capital Management
Yousif Capital Management
Michigan
$165M +$158M 14 1.71% New
239
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$164M -$7.37M 12 1.58% Reduced
240
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$162M +$3.83M 12 0.63% Increased
241
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$160M +$8.92M 3 0.8% Increased
242
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$159M -$25.9M 2 2.25% Reduced
243
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$158M -$2.13M 21 2.14% Reduced
244
Boston Trust Walden
Boston Trust Walden
Massachusetts
$158M +$10.4M 4 1.26% Increased
245
TPSF
Texas Permanent School Fund
Texas
$157M -$15.1M 11 1.93% Reduced
246
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$157M -$63.2M 12 1.73% Reduced
247
Mariner
Mariner
Kansas
$157M +$31.2M 7 0.66% Increased
248
Westwood Holdings Group
Westwood Holdings Group
Texas
$156M +$2.71M 3 1.4% Increased
249
Westfield Capital Management
Westfield Capital Management
Massachusetts
$156M +$150M 3 0.93% New
250
US Bancorp
US Bancorp
Minnesota
$152M -$2.43M 24 0.24% Reduced
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