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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$79.8M -$11.1M 16 0.41% Reduced
277
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$78.2M -$4.72M 2 2.01% Reduced
278
Group One Trading
Group One Trading
Illinois
$77.9M -$113M 16 0.18% Reduced
279
SCM
Scopia Capital Management
New York
$77.3M -$30.9M 1 7.06% Reduced
280
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$77M -$241K 12 0.96% Reduced
281
Squarepoint
Squarepoint
New York
$76.2M +$72.4M 18 0.3% Increased
282
IP
Interval Partners
New York
$76.2M +$12.4M 3 4.53% Increased
283
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$75.2M +$51.7M 4 1.07% Increased
284
Utah Retirement Systems
Utah Retirement Systems
Utah
$74.8M +$694K 8 1.19% Increased
285
Pzena Investment Management
Pzena Investment Management
New York
$74.5M -$2.15M 1 0.33% Reduced
286
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$73.8M +$563K 3 4.8% Increased
287
HCC
Hill City Capital
Massachusetts
$73.2M +$31.5M 2 12.75% Increased
288
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$73M +$4.75M 4 1.29% Increased
289
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$72.6M -$13.4M 3 0.27% Reduced
290
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$72.5M +$1.57M 2 1.66% Increased
291
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.5M -$305M 10 0.2% Reduced
292
Tredje AP-fonden
Tredje AP-fonden
Sweden
$71.4M -$6.22M 4 1.22% Reduced
293
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$71.2M +$56.6M 2 1.04% Increased
294
Belvedere Trading
Belvedere Trading
Illinois
$71.1M +$88.1M 6 0.19% Increased
295
UBV
United Bank (Virginia)
Virginia
$70.9M $0 1 9.94% Maintained
296
Glenmede Trust
Glenmede Trust
Pennsylvania
$70.7M -$18.7M 9 0.41% Reduced
297
Oppenheimer & Co
Oppenheimer & Co
New York
$70.6M -$91.5K 11 1.61% Reduced
298
SCM
Sandler Capital Management
New York
$69.2M -$25.3M 2 7.09% Reduced
299
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$68.3M -$2.73M 3 1.35% Reduced
300
Rafferty Asset Management
Rafferty Asset Management
New York
$67.7M +$67.3M 4 0.57% Increased
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