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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
276	Ruffer LLP London, United Kingdom	$17M	-$10.1M	1	0.75%	Reduced
277	WIC Willis Investment Counsel Gainesville, Georgia	$17M	+$3.96M	2	1.55%	Increased
278	Balyasny Asset Management Chicago, Illinois	$16.9M	-$52M	3	0.12%	Reduced
279	BA Boston Advisors Boston, Massachusetts	$16.8M	+$15.8M	1	0.39%	Increased
280	BCM Billings Capital Management Arlington, Virginia	$16.5M	+$16.9M	1	17.77%	New
281	BCM Beddow Capital Management Jackson, Wyoming	$16.5M	-$687K	2	7.27%	Reduced
282	RCM Riverhead Capital Management Wilmington, Delaware	$16.3M	+$5.83M	8	0.24%	Increased
283	Natixis Advisors Boston, Massachusetts	$16.2M	+$322K	4	0.27%	Increased
284	ProShare Advisors Bethesda, Maryland	$16.2M	+$1.76M	6	0.2%	Increased
285	CAM Capstone Asset Management Houston, Texas	$16.1M	+$2.63M	9	0.46%	Increased
286	First Eagle Investment Management New York	$16.1M	+$23.6K	2	0.04%	Increased
287	Asset Management One Tokyo, Japan	$16M	-$3.35M	6	0.24%	Reduced
288	Arizona State Retirement System Phoenix, Arizona	$15.9M	+$2.12M	7	0.21%	Increased
289	M&T Bank Buffalo, New York	$15.9M	+$3.34M	6	0.11%	Increased
290	PGGM Investments Zeist, Netherlands	$15.9M	-$650K	1	0.08%	Reduced
291	Edge Asset Management Seattle, Washington	$15.7M	+$15.9M	1	0.15%	New
292	CCI Columbus Circle Investors	$15.7M	+$12.5M	1	0.13%	New
293	HA Heartland Advisors Milwaukee, Wisconsin	$15.6M	+$723K	2	0.62%	Increased
294	Envestnet Asset Management Chicago, Illinois	$15.5M	-$1.09M	9	0.07%	Reduced
295	Fred Alger Management New York	$15.4M	-$31.8M	2	0.08%	Reduced
296	Cullen/Frost Bankers San Antonio, Texas	$15.4M	-$2.02M	1	0.58%	Reduced
297	Gulf International Bank (UK) London, United Kingdom	$15.4M	+$587K	3	0.27%	Increased
298	MLICM Metropolitan Life Insurance Company (MetLife) New York	$15.3M	+$4.48M	12	0.12%	Increased
299	HCCM Herring Creek Capital Management Stamford, Connecticut	$15.3M	+$1.15M	1	4.11%	Increased
300	OAM Oxford Asset Management Oxford, United Kingdom	$15.3M	-$7.44M	3	0.36%	Reduced