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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	Clear Street New York	$164M	-$46.7M	3	0.67%	Reduced
402	AV Aspiring Ventures Cincinnati, Ohio	$163M	+$42.6M	2	49.57%	Increased
403	Erste Asset Management Vienna, Austria	$163M	+$6.59M	8	1.51%	Increased
404	Midwest Trust Overland Park, Kansas	$162M	+$6.7M	6	2.03%	Increased
405	ASR Vermogensbeheer Utrecht, Netherlands	$161M	+$2.65M	5	1.9%	Increased
406	Glenmede Trust Philadelphia, Pennsylvania	$161M	-$4.18M	12	0.79%	Reduced
407	Elo Mutual Pension Insurance Espoo, Finland	$158M	+$12.4M	5	2.61%	Increased
408	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$155M	+$4.92M	16	2.72%	Increased
409	HRT Financial New York	$154M	-$84.4M	15	0.38%	Reduced
410	Chilton Capital Management Houston, Texas	$152M	-$41.1M	6	5.31%	Reduced
411	Vinva Investment Management Sydney, Australia	$151M	-$6.06M	7	1.87%	Reduced
412	Groupama Asset Management Paris, France	$151M	+$352K	6	2.2%	Increased
413	KeyBank National Association Cleveland, Ohio	$150M	+$6.19M	10	0.55%	Increased
414	Allworth Financial Folsom, California	$150M	+$44.6M	36	0.61%	Increased
415	ABN AMRO Investment Solutions Paris Cedex 008,	$150M	+$44.5M	5	1.95%	Increased
416	Clal Insurance Tel-Aviv, Israel	$150M	+$95.9M	3	0.9%	Increased
417	CAM Contour Asset Management New York	$149M	+$130M	1	4.84%	Increased
418	Kennedy Capital Management St Louis, Missouri	$148M	-$18.3M	9	3.14%	Reduced
419	AE Wealth Management Topeka, Kansas	$148M	+$27.9M	10	0.8%	Increased
420	APG Asset Management Amsterdam, Netherlands	$148M	-$787K	4	0.47%	Reduced
421	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$147M	-$259M	3	3.38%	Reduced
422	Walleye Capital New York	$146M	-$70.7M	17	0.61%	Reduced
423	Ethic Inc New York	$145M	+$3.4M	13	2.27%	Increased
424	UBV United Bank (Virginia) Vienna, Virginia	$144M	-$25.5K	3	18.41%	Reduced
425	Raiffeisen Bank International Vienna, Austria	$143M	-$10.7M	9	2.05%	Reduced