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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
276	Mariner Overland Park, Kansas	$75.9M	+$21.3M	2	0.47%	Increased
277	Rokos Capital Management (UK) London, United Kingdom	$75.4M	+$66.1M	1	1.5%	Increased
278	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$75M	+$321K	11	1.82%	Increased
279	Guinness Asset Management London, United Kingdom	$75M	+$11.6M	3	4.13%	Increased
280	AssetMark Inc Concord, California	$74.8M	-$925K	9	0.35%	Reduced
281	HCM Hitchwood Capital Management New York	$74.8M	$0	1	1.37%	Maintained
282	Private Advisor Group Morristown, New Jersey	$74.8M	-$9.73M	6	0.65%	Reduced
283	VanEck Associates New York	$74.8M	-$32.4M	7	0.18%	Reduced
284	Squarepoint New York	$74.5M	+$6.85M	10	0.28%	Increased
285	Swiss Life Asset Management Zurich,	$73.8M	-$3.08M	2	0.75%	Reduced
286	SAM Scopus Asset Management New York	$72.9M	-$2.5M	5	0.95%	Reduced
287	Oppenheimer & Co New York	$72.8M	-$2.91M	10	1.31%	Reduced
288	Personal Capital Advisors Redwood City, California	$72.8M	+$53.5M	1	0.38%	Increased
289	Nissay Asset Management Tokyo, Japan	$71.5M	+$1.17M	2	0.63%	Increased
290	Jacobs Levy Equity Management Florham Park, New Jersey	$71M	+$4.01M	6	0.48%	Increased
291	SSM Sound Shore Management Greenwich, Connecticut	$70.6M	-$2.32M	1	1.96%	Reduced
292	Pzena Investment Management New York	$70.1M	-$30.3M	1	0.27%	Reduced
293	Gabelli Funds Rye, New York	$69.3M	+$4.57M	11	0.44%	Increased
294	IFM Investors Melbourne, Australia	$69.3M	+$12.4M	1	1.42%	Increased
295	Hood River Capital Management Palm Beach Gardens, Florida	$69.1M	-$7.77M	1	2.06%	Reduced
296	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$68M	+$13M	1	0.73%	Increased
297	IP Interval Partners New York	$66.1M	-$25.2M	3	2.73%	Reduced
298	Tower Research Capital (TRC) New York	$64.9M	-$41.1M	29	1.69%	Reduced
299	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$64.9M	-$42M	1	1.1%	Reduced
300	M&T Bank Buffalo, New York	$64.6M	-$6.34M	11	0.28%	Reduced