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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
401	CAPTRUST Financial Advisors Raleigh, North Carolina	$163M	+$6.93M	21	0.31%	Increased
402	PHC Panoramic Hills Capital Road Town,	$162M	+$160M	1	29.17%	New
403	Elo Mutual Pension Insurance Espoo, Finland	$161M	-$23.2M	5	2.47%	Reduced
404	William Blair Investment Management Chicago, Illinois	$160M	-$88.5M	2	0.45%	Reduced
405	Midwest Trust Overland Park, Kansas	$160M	+$378K	5	2%	Increased
406	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$159M	+$610K	16	2.74%	Increased
407	Lyrical Asset Management New York	$159M	-$6.63M	1	2.08%	Reduced
408	CloudAlpha Capital Management Hong Kong	$159M	-$10.9M	1	7.49%	Reduced
409	Alpha Cubed Investments Irvine, California	$158M	+$2.38M	4	5.42%	Increased
410	Zacks Investment Management Chicago, Illinois	$154M	+$4.4M	9	1.21%	Increased
411	Prudential plc London, England, United Kingdom	$152M	-$3.76M	7	1.21%	Reduced
412	Glenmede Trust Philadelphia, Pennsylvania	$152M	+$153M	10	0.72%	New
413	AV Aspiring Ventures Cincinnati, Ohio	$151M	+$3.87M	2	51.41%	Increased
414	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$150M	+$7.3M	7	1.32%	Increased
415	GW&K Investment Management Boston, Massachusetts	$150M	-$20.7M	9	1.29%	Reduced
416	Groupe la Francaise Paris, France	$149M	-$30.7M	5	2.09%	Reduced
417	Caption Management Oklahoma City, Oklahoma	$149M	-$16.1M	5	1.02%	Reduced
418	Kennedy Capital Management St Louis, Missouri	$149M	+$5.35M	8	3.15%	Increased
419	RFS Richardson Financial Services Medway, Massachusetts	$146M	+$145M	7	47.28%	Increased
420	Voleon Capital Management Berkeley, California	$145M	+$15.2M	9	3.13%	Increased
421	Davenport & Co Richmond, Virginia	$144M	+$501K	8	0.77%	Increased
422	Fjarde Ap-fonden Stockholm, Sweden	$143M	+$4.19M	6	1.2%	Increased
423	Capital International Los Angeles, California	$143M	-$9.07M	2	5.04%	Reduced
424	Blackstone Inc New York	$141M	+$72.6M	2	0.45%	Increased
425	Ethic Inc New York	$140M	+$7.75M	11	2.16%	Increased