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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	Nikko Asset Management Americas New York	$552M	-$89.3M	1	5.35%	Reduced
177	WorldQuant Millennium Advisors New York	$550M	+$96.9M	5	2.38%	Increased
178	STRS Ohio Columbus, Ohio	$549M	-$39.4M	20	2.01%	Reduced
179	Boston Partners Boston, Massachusetts	$548M	+$79.8M	9	0.56%	Increased
180	Swiss Life Asset Management Zurich,	$538M	+$98.1M	13	2.8%	Increased
181	Tidal Investments Milwaukee, Wisconsin	$535M	+$116M	19	1.07%	Increased
182	Resona Asset Management Koto-Ku,tokyo, Japan	$535M	-$32.7M	6	2.53%	Reduced
183	Wealth Enhancement Advisory Services Plymouth, Minnesota	$532M	-$2.08M	20	0.81%	Reduced
184	Acadian Asset Management Boston, Massachusetts	$530M	-$3.96M	14	0.93%	Reduced
185	Clear Street New York	$528M	-$305M	4	1.8%	Reduced
186	Calamos Advisors Naperville, Illinois	$524M	+$15M	8	1.94%	Increased
187	SDH Sloy Dahl & Holst Vancouver, Washington	$524M	+$776K	1	55.5%	Increased
188	MetLife Investment Management Whippany, New Jersey	$524M	-$4.7M	25	2.51%	Reduced
189	Retirement Systems of Alabama Montgomery, Alabama	$522M	-$11.2M	10	1.73%	Reduced
190	Arizona State Retirement System Phoenix, Arizona	$519M	+$1.17M	23	2.77%	Increased
191	SG Americas Securities New York	$518M	+$76M	25	1.75%	Increased
192	GGHC Gilder Gagnon Howe & Co New York	$518M	+$1.24M	4	5.27%	Increased
193	Hyperion Asset Management Brisbane, Australia	$516M	-$83.6M	1	14.38%	Reduced
194	Teacher Retirement System of Texas Austin, Texas	$509M	-$37.1M	20	2.05%	Reduced
195	Lansforsakringar Fondforvaltning Stockholm, Sweden	$491M	+$10.8M	4	2.54%	Increased
196	Ossiam Paris, France	$487M	-$106M	6	6.27%	Reduced
197	Walleye Capital New York	$484M	-$95.7M	20	1.81%	Reduced
198	Fayez Sarofim & Co Houston, Texas	$478M	+$14.8M	4	1.11%	Increased
199	Mackenzie Financial Toronto Ontario, Ontario, Canada	$474M	+$43.9M	17	0.57%	Increased
200	Fuller & Thaler Asset Management San Mateo, California	$469M	+$123M	4	1.6%	Increased