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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
201	MSL Mackay Shields LLC New York	$138M	-$49.8M	8	1%	Reduced
202	LPU Lansdowne Partners (UK) London, United Kingdom	$137M	+$44.9M	1	4.45%	Increased
203	Employees Retirement System of Texas Austin, Texas	$137M	+$11.7M	6	1.76%	Increased
204	Holocene Advisors New York	$135M	+$38.3M	2	0.85%	Increased
205	Rothschild & Co Asset Management US Stamford, Connecticut	$135M	-$22.2M	4	1.66%	Reduced
206	Glenmede Trust Philadelphia, Pennsylvania	$135M	-$23.9M	9	0.73%	Reduced
207	AWA Artemis Wealth Advisors New York	$134M	-$14.6M	1	21.01%	Reduced
208	SG Americas Securities New York	$134M	-$620M	18	0.7%	Reduced
209	PGGM Investments Zeist, Netherlands	$132M	+$6.29M	2	0.57%	Increased
210	ClearBridge Investments New York	$131M	+$45.1M	9	0.1%	Increased
211	ECP Electron Capital Partners New York	$130M	+$14.6M	2	9.02%	Increased
212	Ceredex Value Advisors Orlando, Florida	$129M	+$5.42M	3	1.5%	Increased
213	BRF B. Riley Financial Los Angeles, California	$129M	$0	1	14.34%	Maintained
214	Vontobel Holding Zurich, Switzerland	$128M	-$24.7M	9	0.95%	Reduced
215	TPSF Texas Permanent School Fund Austin, Texas	$123M	-$6.75M	12	1.52%	Reduced
216	Natixis Advisors Boston, Massachusetts	$122M	-$4.73M	7	0.64%	Reduced
217	WC Wexford Capital West Palm Beach, Florida	$121M	-$5.59M	3	18.06%	Reduced
218	Crawford Investment Counsel Atlanta, Georgia	$119M	-$2.58M	5	2.69%	Reduced
219	Man Group London, United Kingdom	$119M	+$59.4M	9	0.52%	Increased
220	Candriam SCA Strassen, Luxembourg, Luxembourg	$119M	-$810	3	0.99%	Reduced
221	Federated Hermes Pittsburgh, Pennsylvania	$118M	-$31.8M	14	0.23%	Reduced
222	Första AP-fonden Stockholm, Sweden	$116M	+$8.19M	2	1.62%	Increased
223	Mairs & Power Inc St Paul, Minnesota	$115M	-$11M	3	1.21%	Reduced
224	Axiom Investors Greenwich, Connecticut	$115M	-$8.87M	1	2.08%	Reduced
225	Gulf International Bank (UK) London, United Kingdom	$114M	-$9.95M	2	1.57%	Reduced