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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
126	Wedge Capital Management Charlotte, North Carolina	$83.1M	-$10.4M	3	0.88%	Reduced
127	First Trust Advisors Wheaton, Illinois	$82.8M	+$16M	13	0.4%	Increased
128	ACM Atlanta Capital Management Atlanta, Georgia	$82.8M	+$45.3M	1	0.54%	Increased
129	SM Stratton Management King Of Prussia, Pennsylvania	$82.7M	-$341K	4	3.93%	Reduced
130	ACM Argent Capital Management St Louis, Missouri	$81.1M	-$1.51M	2	4.56%	Reduced
131	State of Wisconsin Investment Board Madison, Wisconsin	$80.4M	-$2.21M	5	0.31%	Reduced
132	State of Michigan Retirement System Lansing, Michigan	$78.5M	+$50.1M	4	0.6%	Increased
133	1919 Investment Counsel Baltimore, Maryland	$77.9M	+$4.45M	5	1.63%	Increased
134	Glenmede Trust Philadelphia, Pennsylvania	$76.2M	+$13.6M	10	0.78%	Increased
135	BRC Blue Ridge Capital New York	$75.2M	$0	1	0.77%	Maintained
136	Waddell & Reed Financial Overland Park, Kansas	$75.2M	+$9.66M	3	0.12%	Increased
137	BAMCO Inc New York	$74.4M	-$76.6K	2	0.31%	Reduced
138	Two Sigma Investments New York	$73.9M	-$6.63M	14	0.41%	Reduced
139	Swiss National Bank Zurich, Switzerland	$73.4M	-$752K	13	0.29%	Reduced
140	JC Jetstream Capital Brentwood, Tennessee	$73.1M	+$65.5M	2	2.02%	New
141	BlackRock Japan Tokyo, Japan	$72.2M	-$28.5K	5	0.32%	Reduced
142	SCM Snow Capital Management Sewickley, Pennsylvania	$70M	-$6.23M	1	2.84%	Reduced
143	Axa Paris, France	$68.6M	+$2.32M	6	0.31%	Increased
144	CAIMH Central Asset Investments & Management Holdings Hong Kong	$68.1M	-$18.9M	2	43.25%	Reduced
145	Federated Hermes Pittsburgh, Pennsylvania	$68M	+$4.76M	8	0.24%	Increased
146	Great Lakes Advisors Chicago, Illinois	$67.9M	-$1.97M	1	3.08%	Reduced
147	SEI Trust Company Oaks, Pennsylvania	$67.3M	+$10.3M	7	0.64%	Increased
148	Chartwell Investment Partners Berywn, Pennsylvania	$67M	+$12M	1	1.37%	Increased
149	NAP New Amsterdam Partners New York	$67M	-$5.09M	3	4.44%	Reduced
150	Barclays London, United Kingdom	$66.5M	+$21.5M	18	0.07%	Increased