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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
326	Vanguard Personalized Indexing Management Oakland, California	$305M	+$11.9M	19	2.5%	Increased
327	Gateway Investment Advisers Cincinnati, Ohio	$305M	+$4.33M	12	3.01%	Increased
328	MFS Mirabella Financial Services London, United Kingdom	$305M	+$11.9M	6	29.13%	Increased
329	Gabelli Funds Rye, New York	$304M	-$8.13M	14	1.94%	Reduced
330	PCM Prime Capital Management Hong Kong	$303M	$0	1	24.18%	Maintained
331	Walleye Capital New York	$302M	+$113M	19	1.08%	Increased
332	Zurich Insurance Group Zurich, Switzerland	$302M	-$36M	4	2.1%	Reduced
333	Capital International Sarl Los Angeles, California	$300M	+$18.7M	2	4.25%	Increased
334	LBP AM Paris, France	$300M	+$77.6M	4	3%	Increased
335	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$299M	+$549K	6	2.06%	Increased
336	Clark Capital Management Group Philadelphia, Pennsylvania	$298M	-$33.1M	7	1.62%	Reduced
337	Zevenbergen Capital Investments Edmonds, Washington	$296M	-$1.62M	2	6.77%	Reduced
338	Rakuten Investment Management Tokyo, Japan	$296M	+$34M	2	0.85%	Increased
339	Merewether Investment Management Dallas, Texas	$296M	-$143M	4	5.57%	Reduced
340	Mirova US Boston, Massachusetts	$294M	-$7.12M	1	3.16%	Reduced
341	Sanctuary Advisors Indianapolis, Indiana	$293M	+$424K	17	1.36%	Increased
342	Bowen Hanes & Co Ponte Vedra Beach, Florida	$293M	$0	4	7.14%	Maintained
343	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$290M	+$14M	28	0.89%	Increased
344	Utah Retirement Systems Salt Lake City, Utah	$286M	-$11.2M	13	2.72%	Reduced
345	OMERS Administration Corp Toronto, Ontario, Canada	$284M	-$14.4M	9	1.7%	Reduced
346	Haverford Trust Company Radnor, Pennsylvania	$283M	+$12.1M	6	2.44%	Increased
347	INTECH Investment Management West Palm Beach, Florida	$282M	-$41.6M	26	2.59%	Reduced
348	Eventide Asset Management Boston, Massachusetts	$282M	-$22.2M	3	3.77%	Reduced
349	Steward Partners Investment Advisory New York	$282M	-$17.7M	32	1.44%	Reduced
350	Natixis Paris, France	$280M	-$217M	7	1.13%	Reduced