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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
451	Allstate Corporation Northbrook, Illinois	$126M	+$63.7M	5	1.72%	Increased
452	Citizens Financial Group Providence, Rhode Island	$126M	+$27.4M	7	1.68%	Increased
453	ORIO Old Republic International (ORI) Chicago, Illinois	$126M	$0	2	5.07%	Maintained
454	WIM WIM Investment Management Hong Kong	$125M	$0	1	32.25%	Maintained
455	SBI Securities Tokyo, Japan	$125M	-$62.7M	32	3.21%	Reduced
456	Capitolis Liquid Global Markets New York	$124M	+$429K	1	0.74%	Increased
457	Empowered Funds Havertown, Pennsylvania	$122M	-$1.74M	10	2.08%	Reduced
458	Energy Income Partners Westport, Connecticut	$122M	-$12.4M	2	2.21%	Reduced
459	APG Asset Management Amsterdam, Netherlands	$122M	+$38.7M	4	0.35%	Increased
460	Norinchukin Bank Tokyo, Japan	$121M	+$11M	5	1.41%	Increased
461	TIAA Trust, National Association Charlotte, North Carolina	$121M	+$11.6M	7	0.29%	Increased
462	GIP Granite Investment Partners El Segundo, California	$121M	-$13.9M	8	7.17%	Reduced
463	GAMCO Investors Greenwich, Connecticut	$120M	+$6.36M	13	1.15%	Increased
464	D.A. Davidson & Co Great Falls, Montana	$120M	+$3.14M	12	0.73%	Increased
465	Kestra Private Wealth Services Austin, Texas	$120M	+$6.89M	13	1.49%	Increased
466	EC Elequin Capital New York	$120M	-$85.6M	4	8.9%	Reduced
467	LSV Asset Management Chicago, Illinois	$119M	+$22.8M	6	0.26%	Increased
468	ZP Zimmer Partners New York	$118M	+$19.1M	3	3.12%	Increased
469	KC Kadensa Capital Central, Hong Kong	$117M	+$31M	3	12.18%	Increased
470	Mizuho Securities USA New York	$116M	+$31K	5	1.92%	Increased
471	MAI Capital Management Independence, Ohio	$116M	+$13.3M	27	0.66%	Increased
472	OIMU Osmosis Investment Management UK London, United Kingdom	$114M	+$113M	4	2.88%	New
473	Meitav Investment House Bene-Beraq, Israel	$114M	+$12.3M	5	1.32%	Increased
474	SCM Sirios Capital Management Boston, Massachusetts	$114M	-$9.79M	2	14.19%	Reduced
475	Atreides Management Boston, Massachusetts	$114M	+$2.69M	2	1.39%	Increased