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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
176
Comerica Bank
Comerica Bank
Texas
$174M +$56.3M 15 1.1% Increased
177
Vontobel Holding
Vontobel Holding
Switzerland
$173M +$117M 8 1.14% New
178
Capital International
Capital International
California
$172M -$47.5M 1 10.04% Reduced
179
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$169M -$21.3M 2 1.6% Reduced
180
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$168M +$54.4M 16 1.08% Increased
181
Silvercrest Asset Management
Silvercrest Asset Management
New York
$168M -$23.3M 4 1.22% Reduced
182
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$166M -$22.1M 2 2.43% Reduced
183
MetLife Investment Management
MetLife Investment Management
New Jersey
$165M +$93M 16 1.56% Increased
184
NSLI
Nan Shan Life Insurance
Taiwan
$165M +$10.4M 1 3.41% Increased
185
CIBC World Markets
CIBC World Markets
New York
$164M +$6.41M 3 0.83% Increased
186
CRM
Cramer Rosenthal McGlynn
Connecticut
$161M +$5.17M 2 5.06% Increased
187
HighTower Advisors
HighTower Advisors
Illinois
$161M -$6.37M 11 0.67% Reduced
188
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$158M +$96.7M 8 1.08% Increased
189
AWA
Artemis Wealth Advisors
New York
$155M -$15.4M 1 24.73% Reduced
190
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$155M +$3.42M 10 0.93% Increased
191
NAH
Neumann Advisory (HK)
Hong Kong
$152M $0 1 28.7% Maintained
192
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$146M +$18.9M 7 1.63% Increased
193
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$146M -$9.21M 12 1.91% Reduced
194
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$137M -$37.1M 3 3.35% Reduced
195
Prudential plc
Prudential plc
United Kingdom
$137M +$44.5M 2 0.73% Increased
196
Nomura Asset Management
Nomura Asset Management
Japan
$136M -$370K 2 0.92% Reduced
197
BRF
B. Riley Financial
California
$136M +$84.2M 1 22.05% New
198
Glenmede Trust
Glenmede Trust
Pennsylvania
$135M +$11.5M 9 0.74% Increased
199
Federated Hermes
Federated Hermes
Pennsylvania
$134M +$2.89M 14 0.27% Increased
200
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$134M +$97.7M 2 3.08% Increased
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