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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	Fjarde Ap-fonden Stockholm, Sweden	$154M	+$1.74M	2	1.42%	Increased
202	Public Employees Retirement Association of Colorado Denver, Colorado	$154M	+$4.18M	11	0.68%	Increased
203	USS Investment Management London, United Kingdom	$153M	-$166M	2	1.29%	Reduced
204	NSCM New South Capital Management Memphis, Tennessee	$153M	-$11.2M	2	5.3%	Reduced
205	Rothschild & Co Asset Management US Stamford, Connecticut	$152M	-$12.5M	2	1.89%	Reduced
206	TA Trivest Advisors Hong Kong	$152M	+$15.2M	1	17.84%	Increased
207	NC Nightview Capital Austin, Texas	$151M	$0	1	43.69%	Maintained
208	Employees Retirement System of Texas Austin, Texas	$150M	-$3.78M	7	1.74%	Reduced
209	Kovitz Investment Group Partners Chicago, Illinois	$148M	-$1.82M	4	2.94%	Reduced
210	Första AP-fonden Stockholm, Sweden	$148M	+$4.19M	2	1.67%	Increased
211	Blackstone Inc New York	$147M	$0	3	0.33%	Maintained
212	Comerica Bank Dallas, Texas	$145M	-$26M	14	0.88%	Reduced
213	Candriam SCA Strassen, Luxembourg, Luxembourg	$145M	-$1.63M	5	0.98%	Reduced
214	LSV Asset Management Chicago, Illinois	$142M	-$88M	6	0.26%	Reduced
215	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$140M	-$19.9M	2	4.79%	Reduced
216	Caxton Associates (New York) New York	$139M	+$68.2M	2	15.38%	Increased
217	Gulf International Bank (UK) London, United Kingdom	$139M	+$4.57M	2	1.78%	Increased
218	Glenmede Trust Philadelphia, Pennsylvania	$137M	-$16.4M	10	0.71%	Reduced
219	Balyasny Asset Management Chicago, Illinois	$135M	+$88.1M	11	0.56%	Increased
220	TPSF Texas Permanent School Fund Austin, Texas	$134M	-$3.14M	11	1.64%	Reduced
221	Ariel Investments Chicago, Illinois	$133M	+$10.3M	1	1.22%	Increased
222	Westwood Holdings Group Dallas, Texas	$133M	-$11.8M	3	1.44%	Reduced
223	Cambridge Investment Research Advisors Fairfield, Iowa	$132M	-$2.92M	18	0.65%	Reduced
224	GIM Growth Interface Management Orlando, Florida	$132M	-$706K	1	14.51%	Reduced
225	State of Alaska Department of Revenue Juneau, Alaska	$131M	+$3.99M	12	1.32%	Increased