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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	Jain Global New York	$279M	-$836K	11	1.15%	Reduced
302	M&T Bank Buffalo, New York	$278M	-$711K	15	0.91%	Reduced
303	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$276M	+$1.17M	27	2.35%	Increased
304	Troy Asset Management London, United Kingdom	$272M	+$1.16M	1	8.11%	Increased
305	S Siemens Munich, Germany	$272M	$0	1	100%	Maintained
306	Lido Advisors Los Angeles, California	$270M	-$38.8M	10	0.83%	Reduced
307	Regions Financial Corp Birmingham, Alabama	$269M	-$49M	7	1.75%	Reduced
308	Luther King Capital Management (LKCM) Fort Worth, Texas	$269M	+$24M	6	1.16%	Increased
309	Candriam SCA Strassen, Luxembourg, Luxembourg	$269M	+$39.7M	5	1.4%	Increased
310	PCM Prime Capital Management Hong Kong	$268M	$0	1	30.03%	Maintained
311	INTECH Investment Management West Palm Beach, Florida	$265M	-$786K	25	2.61%	Reduced
312	Copeland Capital Management Conshohocken, Pennsylvania	$264M	-$16.1M	5	5.87%	Reduced
313	MFS Mirabella Financial Services London, United Kingdom	$263M	+$50.1M	7	24.91%	Increased
314	Axiom Investors Greenwich, Connecticut	$262M	+$28M	3	2.91%	Increased
315	Kestra Advisory Services Austin, Texas	$260M	+$27M	17	0.98%	Increased
316	Empower Advisory Group Greenwood Village, Colorado	$259M	+$6.83M	3	0.67%	Increased
317	Gateway Investment Advisers Cincinnati, Ohio	$257M	-$38.7M	7	2.87%	Reduced
318	Zevenbergen Capital Investments Edmonds, Washington	$255M	-$66.1M	2	7.32%	Reduced
319	OFI Invest Asset Management Paris, France	$253M	+$129M	4	3.35%	Increased
320	Utah Retirement Systems Salt Lake City, Utah	$253M	-$4.29M	10	2.58%	Reduced
321	First Manhattan New York	$252M	-$2.88M	9	0.7%	Reduced
322	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$250M	+$5.74M	5	2.03%	Increased
323	OMERS Administration Corp Toronto, Ontario, Canada	$248M	+$26.1M	9	1.59%	Increased
324	Employees Provident Fund Board Shah Alam, Malaysia	$247M	+$185M	2	1.87%	Increased
325	Steward Partners Investment Advisory New York	$246M	+$54M	28	1.25%	Increased