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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	Stifel Financial St. Louis, Missouri	$471M	+$89.6K	17	0.64%	Increased
127	MN Services Vermogensbeheer The Hague, Netherlands	$470M	-$26.1M	2	3.13%	Reduced
128	Lazard Asset Management New York	$470M	-$25.3M	12	0.54%	Reduced
129	Raymond James Financial Services Advisors St. Petersburg, Florida	$468M	+$21.6M	15	0.88%	Increased
130	State of Tennessee, Department of Treasury Nashville, Tennessee	$458M	-$17.1M	12	1.76%	Reduced
131	Zevenbergen Capital Investments Edmonds, Washington	$450M	-$65M	1	12.11%	Reduced
132	Marshall Wace London, United Kingdom	$449M	+$76.2M	12	0.85%	Increased
133	Artisan Partners Milwaukee, Wisconsin	$441M	+$71.4M	3	0.58%	Increased
134	Envestnet Asset Management Chicago, Illinois	$435M	+$28.4M	20	0.22%	Increased
135	Asset Management One Tokyo, Japan	$434M	-$19.9M	5	1.69%	Reduced
136	Treasurer of the State of North Carolina Raleigh, North Carolina	$427M	+$12.5M	8	2.36%	Increased
137	Axa Paris, France	$418M	-$17.9M	8	1.19%	Reduced
138	JP Morgan Private Wealth Advisors San Francisco, California	$418M	+$27.9M	8	0.9%	Increased
139	Aberdeen Group Edinburgh, United Kingdom	$412M	+$1.87M	6	1.05%	Increased
140	Aviva London, United Kingdom	$401M	-$20.4M	4	2.01%	Reduced
141	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$400M	+$122M	8	1.93%	Increased
142	Hyperion Asset Management Brisbane, Australia	$389M	-$18.4M	1	16.1%	Reduced
143	AIG American International Group New York	$386M	-$1.6M	22	2.12%	Reduced
144	STRS Ohio Columbus, Ohio	$377M	+$27.7M	17	1.38%	Increased
145	Teacher Retirement System of Texas Austin, Texas	$368M	+$5.51M	16	1.88%	Increased
146	SDH Sloy Dahl & Holst Vancouver, Washington	$364M	+$37.3M	1	60.4%	Increased
147	HighTower Advisors Chicago, Illinois	$360M	+$4.4M	15	0.8%	Increased
148	Panagora Asset Management Boston, Massachusetts	$351M	-$2.77M	11	1.91%	Reduced
149	SEI Investments Oaks, Pennsylvania	$351M	+$51.8M	20	0.71%	Increased
150	Osaic Holdings Scottsdale, Arizona	$349M	+$12.1M	33	0.68%	Increased