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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
501	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$105M	+$557K	10	0.81%	Increased
502	Illinois Municipal Retirement Fund Oak Brook, Illinois	$105M	+$11.8M	13	1.34%	Increased
503	SCM Silvant Capital Management Atlanta, Georgia	$104M	+$4.51M	4	3.61%	Increased
504	Davis Selected Advisers Tucson, Arizona	$104M	+$4.64M	1	0.48%	Increased
505	Crossmark Global Holdings Houston, Texas	$104M	+$6.79M	14	1.54%	Increased
506	Blackstone Inc New York	$103M	-$45.4M	7	0.33%	Reduced
507	SBI Securities Tokyo, Japan	$103M	-$1.75M	33	2.83%	Reduced
508	Third Point New York	$103M	-$164M	1	4.94%	Reduced
509	SAM Scopus Asset Management New York	$102M	-$12.9M	10	1.77%	Reduced
510	AEGON Asset Management (UK) Edinburgh, United Kingdom	$102M	-$19.9M	2	1.35%	Reduced
511	Slate Path Capital New York	$102M	-$2.03M	1	1.51%	Reduced
512	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$102M	-$39.8M	5	1.06%	Reduced
513	Gulf International Bank (UK) London, United Kingdom	$100M	+$37.1M	4	2.25%	Increased
514	RBDF Robert B. Daugherty Foundation Omaha, Nebraska	$100M	$0	1	100%	Maintained
515	ZP Zimmer Partners New York	$99.7M	-$25.6M	4	2.4%	Reduced
516	AHC Adell Harriman & Carpenter Houston, Texas	$99.6M	+$1.4M	4	6.07%	Increased
517	Banco Santander Madrid, Spain	$98.7M	-$97.8M	5	0.8%	Reduced
518	Fort Washington Investment Advisors Cincinnati, Ohio	$98.1M	-$21M	4	0.54%	Reduced
519	Meitav Investment House Bene-Beraq, Israel	$97M	-$32.5M	5	1.06%	Reduced
520	Frontier Capital Management Boston, Massachusetts	$96.9M	-$22.4M	5	1%	Reduced
521	Ancora Advisors Cleveland, Ohio	$96.4M	-$6.55M	17	2.05%	Reduced
522	Pinnacle Associates New York	$95.3M	+$5.05M	11	1.22%	Increased
523	Whittier Trust South Pasadena, California	$94.9M	+$18.6M	8	1.07%	Increased
524	BCM Bornite Capital Management New York	$94.5M	+$12.3M	2	15.9%	Increased
525	NRS Neville Rodie & Shaw New York	$94.5M	-$5.99M	5	6.86%	Reduced