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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	Schonfeld Strategic Advisors New York	$153M	+$44.4M	13	1.02%	Increased
227	Great Lakes Advisors Chicago, Illinois	$153M	+$2.67M	7	1.3%	Increased
228	CIM Contrarius Investment Management St. Helier, Jersey	$152M	+$70.1M	1	8.78%	Increased
229	Gateway Investment Advisers Cincinnati, Ohio	$152M	-$13.7M	3	1.73%	Reduced
230	Xponance Philadelphia, Pennsylvania	$150M	+$4.69M	11	1.57%	Increased
231	Regions Financial Corp Birmingham, Alabama	$150M	-$18.2M	5	1.14%	Reduced
232	Westwood Holdings Group Dallas, Texas	$150M	-$17.5M	5	1.18%	Reduced
233	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$150M	-$158M	12	0.51%	Reduced
234	ECP ControlCo Summit, New Jersey	$150M	$0	1	41.3%	Maintained
235	Bank of Nova Scotia Toronto, Ontario, Canada	$150M	+$74.3M	5	0.3%	Increased
236	GC GMT Capital Atlanta, Georgia	$148M	-$29.2M	2	5.85%	Reduced
237	Employees Retirement System of Texas Austin, Texas	$148M	-$38.6M	2	1.62%	Reduced
238	CIBC Asset Management Toronto, Ontario, Canada	$148M	-$5.43M	7	0.51%	Reduced
239	Johnson Investment Counsel Cincinnati, Ohio	$147M	-$16M	7	1.6%	Reduced
240	Public Employees Retirement Association of Colorado Denver, Colorado	$146M	-$185M	11	0.63%	Reduced
241	US Bancorp Minneapolis, Minnesota	$145M	-$5.78M	23	0.2%	Reduced
242	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$145M	-$7.25M	7	0.71%	Reduced
243	Guggenheim Capital Chicago, Illinois	$145M	-$7.24M	9	1.02%	Reduced
244	Cerity Partners New York	$145M	+$61.6M	14	0.38%	Increased
245	Westfield Capital Management Boston, Massachusetts	$145M	-$31.1M	2	0.76%	Reduced
246	Cambridge Investment Research Advisors Fairfield, Iowa	$144M	+$411K	16	0.55%	Increased
247	Walleye Capital New York	$143M	+$140M	12	0.26%	Increased
248	AAM ACK Asset Management Greenwich, Connecticut	$140M	+$13.4M	2	16.26%	Increased
249	Ceredex Value Advisors Orlando, Florida	$136M	+$53.8M	5	2.37%	Increased
250	Squarepoint New York	$135M	+$11.4M	15	0.23%	Increased