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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
301	Asset Management One Tokyo, Japan	$16.7M	-$1.5M	6	0.25%	Reduced
302	AMF Tjänstepension Stockholm, Sweden	$16.4M	$0	1	0.21%	Maintained
303	Ruffer LLP London, United Kingdom	$16.1M	+$6.96M	1	0.73%	Increased
304	WP WMS Partners Towson, Maryland	$16M	+$14.1K	4	2.22%	Increased
305	WIC Willis Investment Counsel Gainesville, Georgia	$16M	-$3.57M	2	1.36%	Reduced
306	Arizona State Retirement System Phoenix, Arizona	$16M	-$1.79M	7	0.22%	Reduced
307	AG Artal Group Luxembourg	$15.9M	+$17M	1	0.33%	New
308	HCM Hoplite Capital Management New York	$15.9M	+$17M	1	0.79%	New
309	BAPIM British Airways Pensions Investment Management London, United Kingdom	$15.8M	+$15.4M	1	0.48%	New
310	Acadian Asset Management Boston, Massachusetts	$15.7M	-$11.2M	7	0.08%	Reduced
311	Cullen/Frost Bankers San Antonio, Texas	$15.6M	-$440K	1	0.58%	Reduced
312	Nomura Holdings Tokyo, Japan	$15.5M	+$4.34M	3	0.05%	Increased
313	QAM Quentec Asset Management New York	$15.5M	+$451K	1	1.93%	Increased
314	DekaBank Deutsche Girozentrale Frankfurt, Germany	$15.5M	+$2.25M	7	0.18%	Increased
315	Suntrust Banks Atlanta, Georgia	$15.4M	+$1.68M	6	0.09%	Increased
316	State of Tennessee, Department of Treasury Nashville, Tennessee	$15.3M	-$12.7M	7	0.08%	Reduced
317	Envestnet Asset Management Chicago, Illinois	$15.3M	+$527K	8	0.06%	Increased
318	Jacobs Levy Equity Management Florham Park, New Jersey	$15.2M	+$13.9M	7	0.31%	Increased
319	CIBC Private Wealth Group Atlanta, Georgia	$15.1M	+$324K	5	0.11%	Increased
320	CC Cadinha & Co Honolulu, Hawaii	$15.1M	-$248K	1	3.23%	Reduced
321	Nisa Investment Advisors St. Louis, Missouri	$14.8M	+$740K	9	0.2%	Increased
322	WBC Westpac Banking Corp Sydney, Australia	$14.5M	+$3.78M	3	0.16%	Increased
323	MC Martin Currie Edinburgh, United Kingdom	$14.5M	-$781K	2	1.4%	Reduced
324	TU TDAM USA Toronto, Ontario, Canada	$14.4M	+$275K	2	0.71%	Increased
325	Gulf International Bank (UK) London, United Kingdom	$14.4M	-$1.2M	2	0.24%	Reduced