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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
251	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.2M	-$1.23M	4	1.75%	Reduced
252	Teacher Retirement System of Texas Austin, Texas	$32.1M	+$10.5M	1	0.27%	Increased
253	FP Foundry Partners Minneapolis, Minnesota	$32M	+$1.32M	5	1.26%	Increased
254	Arizona State Retirement System Phoenix, Arizona	$32M	+$46.7K	11	0.37%	Increased
255	ACI AMP Capital Investors Sydney, Australia	$32M	+$592K	5	0.18%	Increased
256	OAM Oxford Asset Management Oxford, United Kingdom	$31.9M	+$1.51M	10	0.69%	Increased
257	First Eagle Investment Management New York	$31.3M	-$6.58M	2	0.08%	Reduced
258	AEGON Asset Management (UK) Edinburgh, United Kingdom	$31.2M	+$15.9M	1	0.84%	Increased
259	CIBC World Markets New York	$30.9M	+$18.2M	5	0.24%	Increased
260	T TOBAM Paris, France	$30.4M	+$6.62M	1	1.69%	Increased
261	Public Employees Retirement Association of Colorado Denver, Colorado	$30M	+$13.9M	11	0.18%	Increased
262	QS Investors New York	$29.2M	-$214K	9	0.32%	Reduced
263	Putnam Investments Boston, Massachusetts	$29M	+$4.45M	5	0.06%	Increased
264	Aviva London, United Kingdom	$29M	+$2.1M	4	0.2%	Increased
265	SC Sasco Capital Fairfield, Connecticut	$28.8M	+$29.3M	2	2.73%	Increased
266	ECP Elk Creek Partners Denver, Colorado	$28.6M	-$401K	2	2.13%	Reduced
267	Obermeyer Wealth Partners Aspen, Colorado	$28.4M	-$931K	1	2.55%	Reduced
268	NC Nightview Capital Austin, Texas	$28.3M	-$6.16M	1	11.68%	Reduced
269	MetLife Investment Management Whippany, New Jersey	$28.2M	-$30M	15	0.3%	Reduced
270	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$28.2M	+$4.58M	2	0.67%	Increased
271	Paradigm Capital Management Inc Albany, New York	$28.1M	+$1.92M	3	2.57%	Increased
272	KC Kepos Capital New York	$27.4M	+$17.7M	4	2.78%	Increased
273	Korea Investment Corp Seoul, South Korea	$27.1M	-$3.82M	2	0.12%	Reduced
274	ACM Argent Capital Management St Louis, Missouri	$26.7M	-$1.94M	3	1.02%	Reduced
275	Credit Agricole Montrouge Cedex, France	$26.5M	+$13M	4	1.41%	Increased