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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
351	Candriam SCA Strassen, Luxembourg, Luxembourg	$216M	-$34.5M	5	1.08%	Reduced
352	Bank Julius Baer & Co Zurich, Switzerland	$215M	+$16M	8	0.59%	Increased
353	Virginia Retirement Systems Richmond, Virginia	$214M	+$16.7M	15	1.27%	Increased
354	Banco Santander Madrid, Spain	$213M	-$2.89M	4	1.6%	Reduced
355	GF Fund Management Guangzhou, China	$213M	+$37.8M	2	3.64%	Increased
356	Mirova US Boston, Massachusetts	$213M	-$2.81M	1	2.13%	Reduced
357	Eventide Asset Management Boston, Massachusetts	$212M	+$2.47M	3	3.32%	Increased
358	OMERS Administration Corp Toronto, Ontario, Canada	$212M	-$5.37M	10	1.51%	Reduced
359	Alkeon Capital Management New York	$211M	-$87.9M	1	0.33%	Reduced
360	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$211M	+$481K	5	2.81%	Increased
361	AssetMark Inc Concord, California	$210M	+$11.4M	18	0.43%	Increased
362	Guggenheim Capital Chicago, Illinois	$209M	+$16.4M	14	1.5%	Increased
363	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$207M	-$6.43M	17	1.55%	Reduced
364	Walleye Trading New York	$207M	+$154M	13	0.29%	Increased
365	State of Alaska Department of Revenue Juneau, Alaska	$206M	-$8.8M	20	2.19%	Reduced
366	Sequoia Financial Advisors Akron, Ohio	$206M	+$12.9M	13	1.15%	Increased
367	Oregon Public Employees Retirement Fund Tigard, Oregon	$206M	+$2.04M	16	2.62%	Increased
368	LBP AM Paris, France	$206M	+$18.5M	4	2.38%	Increased
369	RK Capital Management (Florida) Weston, Florida	$205M	+$202M	1	5.37%	New
370	CET Clean Energy Transition London, United Kingdom	$205M	-$7.57M	2	17.13%	Reduced
371	Yousif Capital Management Bloomfield Hills, Michigan	$204M	-$7.89M	17	2.24%	Reduced
372	US UNICOM Systems Las Vegas, Nevada	$202M	$0	1	19.72%	Maintained
373	Walleye Capital New York	$202M	-$283M	20	0.62%	Reduced
374	Third Point New York	$201M	+$42M	1	2.76%	Increased
375	Pacer Advisors Malvern, Pennsylvania	$200M	-$27.4M	11	0.51%	Reduced