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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	S Siemens Munich, Germany	$193M	$0	1	100%	Maintained
252	Gateway Investment Advisers Cincinnati, Ohio	$192M	+$8.67M	6	2.21%	Increased
253	Bank Julius Baer & Co Zurich, Switzerland	$189M	+$20.3M	7	0.62%	Increased
254	CIP Champlain Investment Partners Burlington, Vermont	$189M	+$33.4M	2	1.37%	Increased
255	Fisher Asset Management Camas, Washington	$185M	+$92.9M	8	0.08%	Increased
256	Cambridge Investment Research Advisors Fairfield, Iowa	$185M	-$2.32M	16	0.62%	Reduced
257	Candriam SCA Strassen, Luxembourg, Luxembourg	$183M	-$2.3M	6	1.14%	Reduced
258	Brown Advisory Baltimore, Maryland	$181M	-$20.5M	10	0.26%	Reduced
259	Nissay Asset Management Tokyo, Japan	$181M	-$51.5M	5	1.18%	Reduced
260	Regions Financial Corp Birmingham, Alabama	$179M	+$1.82M	6	1.33%	Increased
261	Alkeon Capital Management New York	$178M	-$87.3K	1	0.37%	Reduced
262	Employees Retirement System of Texas Austin, Texas	$178M	+$9.9M	2	1.61%	Increased
263	Twin Tree Management Dallas, Texas	$177M	+$158M	7	0.33%	Increased
264	NAH Neumann Advisory (HK) Central, Hong Kong	$175M	$0	1	75.03%	Maintained
265	Ceredex Value Advisors Orlando, Florida	$174M	+$29.6M	6	3.8%	Increased
266	M&T Bank Buffalo, New York	$173M	-$17.9M	11	0.63%	Reduced
267	Williams Jones Wealth Management New York	$173M	+$19.7M	6	2.21%	Increased
268	Pathstone Holdings Englewood, New Jersey	$173M	+$4.16M	18	0.75%	Increased
269	Zurich Insurance Group Zurich, Switzerland	$172M	-$35M	3	1.39%	Reduced
270	Jacobs Levy Equity Management Florham Park, New Jersey	$172M	-$473M	10	0.68%	Reduced
271	Menora Mivtachim Holdings Ramat Gan, Israel	$171M	+$43.8M	1	1.11%	Increased
272	Marex Group London,	$169M	-$83.8M	2	3.23%	Reduced
273	Waverton Investment Management London, United Kingdom	$168M	-$38M	2	2.6%	Reduced
274	IFM Investors Melbourne, Australia	$167M	+$2.26M	4	1.81%	Increased
275	Carmignac Gestion Paris, France	$167M	+$115M	4	2.74%	Increased