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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	Mariner Overland Park, Kansas	$224M	+$35.9M	13	0.9%	Increased
177	Arizona State Retirement System Phoenix, Arizona	$222M	-$1.62M	18	2.3%	Reduced
178	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$221M	-$3.49M	5	1.71%	Reduced
179	Gateway Investment Advisers Cincinnati, Ohio	$220M	-$9.98M	3	2.75%	Reduced
180	Bahl & Gaynor Cincinnati, Ohio	$218M	+$14.1M	3	1.45%	Increased
181	State of Michigan Retirement System Lansing, Michigan	$218M	+$11.6M	8	1.6%	Increased
182	MN Services Vermogensbeheer The Hague, Netherlands	$217M	-$13.9M	3	2.29%	Reduced
183	Assenagon Asset Management Senningerberg, Luxembourg	$211M	-$24.9M	8	0.81%	Reduced
184	Vontobel Holding Zurich, Switzerland	$208M	-$3.03M	13	2.43%	Reduced
185	Johnson Investment Counsel Cincinnati, Ohio	$205M	+$656K	4	3.03%	Increased
186	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$201M	+$96.1M	2	0.58%	Increased
187	OCAM Owl Creek Asset Management New York	$200M	+$3.78M	3	6.58%	Increased
188	Fort Washington Investment Advisors Cincinnati, Ohio	$192M	-$15.3M	4	1.6%	Reduced
189	DnB Asset Management Oslo, Norway	$189M	-$7.56M	4	1.46%	Reduced
190	Varma Mutual Pension Insurance Co Helsinki, Finland	$185M	+$54.2M	2	3.16%	Increased
191	Rockefeller Capital Management New York	$184M	+$26.1M	25	0.95%	Increased
192	Storebrand Asset Management Lysaker, Norway	$183M	+$23.4M	7	1.1%	Increased
193	Första AP-fonden Stockholm, Sweden	$182M	+$15.9M	3	2.23%	Increased
194	British Columbia Investment Management Victoria, British Columbia, Canada	$178M	-$7.1M	3	2.01%	Reduced
195	Nisa Investment Advisors St. Louis, Missouri	$177M	+$7.6M	20	1.51%	Increased
196	Calamos Advisors Naperville, Illinois	$174M	+$6.2M	4	0.8%	Increased
197	Ossiam Paris, France	$173M	+$3.87M	3	5.02%	Increased
198	NSCM New South Capital Management Memphis, Tennessee	$173M	+$28.6M	2	8.37%	Increased
199	NAH Neumann Advisory (HK) Central, Hong Kong	$171M	$0	1	59.99%	Maintained
200	INTECH Investment Management West Palm Beach, Florida	$171M	-$38.1M	3	1.28%	Reduced