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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	Alkeon Capital Management New York	$136M	+$122M	2	0.22%	Increased
277	Belvedere Trading Chicago, Illinois	$136M	-$4.06M	2	0.17%	Reduced
278	Egerton Capital (UK) London, United Kingdom	$135M	+$124M	1	1.36%	New
279	Phoenix Financial Givatayim, Israel	$134M	+$115M	4	2.05%	Increased
280	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$133M	-$159M	2	5.51%	Reduced
281	NAH Neumann Advisory (HK) Central, Hong Kong	$133M	-$2.94M	1	63.48%	Reduced
282	Comerica Bank Dallas, Texas	$132M	+$1.52M	20	0.55%	Increased
283	Fjarde AP-fonden (The Fourth Swedish National Pensionfund) Stockholm, Sweden	$131M	+$121M	5	1.48%	New
284	Gabelli Funds Rye, New York	$131M	+$19.5M	11	0.99%	Increased
285	Utah Retirement Systems Salt Lake City, Utah	$130M	+$1.89M	9	1.54%	Increased
286	Walleye Capital New York	$130M	-$23.4M	16	0.23%	Reduced
287	Mutual of America Capital Management New York	$129M	+$878K	14	1.41%	Increased
288	Merewether Investment Management Dallas, Texas	$128M	+$50.4M	2	6.77%	Increased
289	Factory Mutual Insurance Waltham, Massachusetts	$128M	-$9.84M	3	1.46%	Reduced
290	Baupost Group Boston, Massachusetts	$127M	+$102M	1	3.5%	Increased
291	Mercer Global Advisors Denver, Colorado	$126M	+$55.3M	12	0.34%	Increased
292	Kestra Advisory Services Austin, Texas	$126M	+$15.1M	14	0.7%	Increased
293	Trillium Asset Management Boston, Massachusetts	$125M	+$7.14M	6	3.16%	Increased
294	KBC Group Brussels, Belgium	$125M	-$40.8M	19	0.38%	Reduced
295	Swiss Life Asset Management Zurich,	$125M	+$12.8M	6	1.47%	Increased
296	Kodai Capital Management Chicago, Illinois	$125M	+$58.1M	2	2.37%	Increased
297	Varma Mutual Pension Insurance Co Helsinki, Finland	$124M	-$3.55M	3	1%	Reduced
298	Waverton Investment Management London, United Kingdom	$124M	+$102M	2	2.33%	Increased
299	1832 Asset Management Toronto, Ontario, Canada	$123M	-$139M	4	0.1%	Reduced
300	Cerity Partners New York	$123M	-$26.3M	15	0.32%	Reduced