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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	NSCM New South Capital Management Memphis, Tennessee	$172M	-$2.34M	2	4.78%	Reduced
177	Vontobel Holding Zurich, Switzerland	$169M	+$35.3M	9	1.46%	Increased
178	KBC Group Brussels, Belgium	$168M	-$1.97M	12	0.6%	Reduced
179	EARNEST Partners Atlanta, Georgia	$167M	-$135K	9	0.98%	Reduced
180	Nisa Investment Advisors St. Louis, Missouri	$166M	-$6.91M	18	1.04%	Reduced
181	HighTower Advisors Chicago, Illinois	$166M	+$2.1M	11	0.48%	Increased
182	Nomura Asset Management Tokyo, Japan	$165M	+$8.16M	3	0.95%	Increased
183	Silvercrest Asset Management New York	$164M	-$1.96M	4	1.08%	Reduced
184	Zurich Cantonal Bank Zurich, Switzerland	$164M	+$4.72M	16	0.91%	Increased
185	MetLife Investment Management Whippany, New Jersey	$161M	-$5.82M	17	1.41%	Reduced
186	Johnson Investment Counsel Cincinnati, Ohio	$160M	+$4.33M	5	2.22%	Increased
187	Fuller & Thaler Asset Management San Mateo, California	$160M	-$18.7M	5	1.04%	Reduced
188	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$159M	+$3.95M	3	5.1%	Increased
189	State of Michigan Retirement System Lansing, Michigan	$158M	-$3.08M	8	0.93%	Reduced
190	Amalgamated Bank New York	$155M	+$114M	13	1.24%	Increased
191	DnB Asset Management Oslo, Norway	$155M	-$10.6M	4	1.03%	Reduced
192	Capital International Los Angeles, California	$154M	-$2.42M	1	8.49%	Reduced
193	Segall Bryant & Hamill Chicago, Illinois	$154M	-$22.7M	6	1.49%	Reduced
194	Glenmede Trust Philadelphia, Pennsylvania	$153M	+$10.2M	10	0.79%	Increased
195	Oregon Public Employees Retirement Fund Tigard, Oregon	$153M	-$1.58M	12	1.72%	Reduced
196	ECP Electron Capital Partners New York	$151M	+$6.03M	3	7.32%	Increased
197	AWA Artemis Wealth Advisors New York	$150M	+$12.6M	1	21.31%	Increased
198	Blackstone Inc New York	$149M	+$144M	3	0.34%	Increased
199	NAH Neumann Advisory (HK) Central, Hong Kong	$146M	$0	1	23.55%	Maintained
200	Comerica Bank Dallas, Texas	$145M	-$5.79M	14	0.86%	Reduced