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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
M&T Bank
M&T Bank
New York
$98.9M +$1.19M 10 0.44% Increased
277
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$97.9M $0 1 0.75% Maintained
278
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$97.4M +$7.94M 14 0.57% Increased
279
CIBC World Market
CIBC World Market
Ontario, Canada
$96.2M +$650K 6 0.37% Increased
280
Brown Advisory
Brown Advisory
Maryland
$95.9M +$7.32M 6 0.19% Increased
281
Clear Street
Clear Street
New York
$94.2M -$148M 2 2.19% Reduced
282
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$92.8M +$37.7M 18 0.78% Increased
283
Artemis Investment Management
Artemis Investment Management
United Kingdom
$92M +$725K 2 1.05% Increased
284
Gabelli Funds
Gabelli Funds
New York
$91.5M +$27.6M 12 0.75% Increased
285
GF
Greenhouse Funds
Maryland
$91.1M +$3.94M 2 10.4% Increased
286
Shelton Capital Management
Shelton Capital Management
Colorado
$90.5M -$2.16M 10 4.3% Reduced
287
Czech National Bank
Czech National Bank
Czech Republic
$90.4M +$95.2M 3 2.58% New
288
Personal Capital Advisors
Personal Capital Advisors
California
$90.4M +$8.99M 1 0.49% Increased
289
WBC
Westpac Banking Corp
Australia
$89.5M +$2.88M 4 1.36% Increased
290
EARNEST Partners
EARNEST Partners
Georgia
$89.4M -$940K 9 0.6% Reduced
291
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$87.6M +$57.3M 2 4.51% Increased
292
HCM
Hitchwood Capital Management
New York
$87.5M $0 1 18.2% Maintained
293
AWA
Artemis Wealth Advisors
New York
$87.5M +$25.1M 1 22.94% Increased
294
Glenmede Trust
Glenmede Trust
Pennsylvania
$87.4M -$1.28M 10 0.55% Reduced
295
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$86.7M +$3.37M 11 2.54% Increased
296
SCM
Scopia Capital Management
New York
$86.6M +$8.01M 1 7.93% Increased
297
Hood River Capital Management
Hood River Capital Management
Florida
$86.4M +$20M 2 3.3% Increased
298
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$86M +$84.6M 1 0.07% New
299
SCM
Sandler Capital Management
New York
$85.8M +$6.49M 2 11.98% Increased
300
Cantor Fitzgerald
Cantor Fitzgerald
New York
$85.2M +$35.6M 4 1.86% Increased
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