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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	USS Investment Management London, United Kingdom	$241M	+$6.29M	5	1.12%	Increased
327	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$240M	+$75M	3	2.08%	Increased
328	Williams Jones Wealth Management New York	$240M	-$308K	7	2.71%	Reduced
329	Luther King Capital Management (LKCM) Fort Worth, Texas	$240M	+$46.6M	4	0.98%	Increased
330	Segall Bryant & Hamill Chicago, Illinois	$239M	+$2.23M	7	3.24%	Increased
331	Employees Retirement System of Texas Austin, Texas	$238M	-$4.11M	5	1.94%	Reduced
332	Kestra Advisory Services Austin, Texas	$237M	+$19.9M	23	0.97%	Increased
333	MFS Mirabella Financial Services London, United Kingdom	$234M	+$2.91M	10	21.75%	Increased
334	CGH Contrarius Group Holdings Hamilton, Bermuda	$233M	-$6.44M	1	11.3%	Reduced
335	Guinness Asset Management London, United Kingdom	$231M	-$10.2M	4	3.75%	Reduced
336	HFF Halter Ferguson Financial Carmel, Indiana	$228M	-$2.07M	1	50.19%	Reduced
337	PineBridge Investments New York	$228M	-$22.8M	7	1.68%	Reduced
338	CI Investments Inc Toronto, Ontario, Canada	$228M	+$120M	9	1%	Increased
339	New York Life Investment Management New York	$225M	-$21.9M	7	1.94%	Reduced
340	Factory Mutual Insurance Waltham, Massachusetts	$224M	-$3.6M	4	2.27%	Reduced
341	Trexquant Investment Stamford, Connecticut	$224M	+$102M	17	1.99%	Increased
342	QRG Capital Management Chicago, Illinois	$223M	+$15.7M	11	2.49%	Increased
343	Bowen Hanes & Co Ponte Vedra Beach, Florida	$223M	+$40.6M	4	5.59%	Increased
344	Voloridge Investment Management Jupiter, Florida	$223M	-$56.5M	11	0.78%	Reduced
345	Clear Street New York	$222M	-$309M	2	0.83%	Reduced
346	Gabelli Funds Rye, New York	$221M	+$16.9M	14	1.5%	Increased
347	Great Lakes Advisors Chicago, Illinois	$218M	-$3.51M	10	1.78%	Reduced
348	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$218M	+$53.1M	24	0.83%	Increased
349	Mutual of America Capital Management New York	$216M	+$193K	16	2.27%	Increased
350	Mairs & Power Inc St Paul, Minnesota	$216M	-$7.43M	3	2.08%	Reduced