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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
226	AFG American Financial Group Cincinnati, Ohio	$32.6M	$0	1	3.09%	Maintained
227	UBV United Bank (Virginia) Vienna, Virginia	$32.5M	$0	1	7.51%	Maintained
228	Federated Hermes Pittsburgh, Pennsylvania	$32.2M	-$19.9M	13	0.09%	Reduced
229	Adage Capital Partners Boston, Massachusetts	$32M	-$79M	3	0.07%	Reduced
230	HBK Investments Dallas, Texas	$31.8M	+$21.6M	7	0.22%	Increased
231	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$31.7M	+$462K	2	3.58%	Increased
232	PWAM Park West Asset Management San Francisco, California	$31.4M	+$31.1M	1	1.4%	New
233	LPC Lion Point Capital New York	$31.2M	$0	1	2.87%	Maintained
234	Marshall Wace North America New York	$31.1M	-$22.9M	9	0.16%	Reduced
235	IIM Ivory Investment Management New York	$30.8M	+$33.2M	1	1.86%	New
236	South Texas Money Management San Antonio, Texas	$30.7M	-$636K	1	1.41%	Reduced
237	PEAK6 Group Chicago, Illinois	$30.6M	+$34.3M	7	0.13%	Increased
238	Gabelli Funds Rye, New York	$30.4M	-$49.6K	4	0.18%	Reduced
239	Swiss Life Asset Management Zurich,	$30.4M	+$26.8M	1	0.53%	Increased
240	HA Heartland Advisors Milwaukee, Wisconsin	$30.2M	+$1.01M	4	2.03%	Increased
241	ORIO Old Republic International (ORI) Chicago, Illinois	$30.2M	$0	1	0.97%	Maintained
242	AL AJO LP Philadelphia, Pennsylvania	$30M	-$101M	2	0.14%	Reduced
243	Fidelity International Hamilton, Bermuda	$30M	+$12.6M	3	0.08%	Increased
244	ACM Argent Capital Management St Louis, Missouri	$29.9M	-$460K	4	1.09%	Reduced
245	Simplex Trading Chicago, Illinois	$29.8M	+$35M	14	1.31%	Increased
246	Gotham Asset Management New York	$29.8M	-$22.3M	5	0.42%	Reduced
247	Teacher Retirement System of Texas Austin, Texas	$29.3M	-$2.33M	10	0.2%	Reduced
248	TCW Group Los Angeles, California	$29.3M	+$4.43M	1	0.24%	Increased
249	Obermeyer Wealth Partners Aspen, Colorado	$29.1M	-$452K	1	2.64%	Reduced
250	WIC Willis Investment Counsel Gainesville, Georgia	$29.1M	+$2.28M	2	2.25%	Increased