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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
251
SAM
Scopus Asset Management
New York
$38.4M +$8.32M 2 1.25% Increased
252
FP
Foundry Partners
Minnesota
$38.4M -$5.77M 5 1.44% Reduced
253
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$37.9M +$20.5M 3 0.3% Increased
254
Commerce Bank
Commerce Bank
Missouri
$37.6M +$94K 7 0.36% Increased
255
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$37.1M +$13.9M 2 0.46% Increased
256
Aviva
Aviva
United Kingdom
$37.1M +$831K 3 0.22% Increased
257
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$37M +$28.7M 1 2% New
258
Castleark Management
Castleark Management
Illinois
$36.6M +$21.9M 3 1.46% Increased
259
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36.5M +$772K 1 0.31% Increased
260
UBS O'Connor
UBS O'Connor
Illinois
$36.4M -$5.04M 2 1.03% Reduced
261
PCM
Parsifal Capital Management
Connecticut
$36.4M +$31.4M 1 9.06% New
262
LPL Financial
LPL Financial
California
$36.3M -$608K 11 0.07% Reduced
263
WCM Investment Management
WCM Investment Management
California
$36.3M +$10.3M 2 0.2% Increased
264
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$35.4M +$5.98M 15 0.65% Increased
265
TCW Group
TCW Group
California
$35.4M -$5.65M 2 0.39% Reduced
266
RHJA
Rice Hall James & Associates
California
$35.3M -$10.2M 2 1.19% Reduced
267
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$35.1M +$3.69M 3 2.71% Increased
268
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34.8M -$2.27M 10 0.13% Reduced
269
FMW
Farr Miller & Washington
District of Columbia
$34.6M +$10.6M 1 2.5% Increased
270
Great Lakes Advisors
Great Lakes Advisors
Illinois
$34.4M +$13.2M 5 0.74% Increased
271
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34M +$8.25M 4 0.22% Increased
272
Aberdeen Group
Aberdeen Group
United Kingdom
$33.8M -$1.03M 3 0.08% Reduced
273
SCM
Spyglass Capital Management
California
$33.8M +$15.8M 1 4.34% Increased
274
Marshall Wace North America
Marshall Wace North America
New York
$33.3M +$19.2M 12 0.16% Increased
275
JCM
Janney Capital Management
Pennsylvania
$32.9M -$2.13M 2 1.77% Reduced
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