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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
301
Marsico Capital Management
Marsico Capital Management
Colorado
$36.7M -$60.8M 1 1.02% Reduced
302
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$36.7M +$694K 1 0.29% Increased
303
TAMH
Taikang Asset Management (HK)
Hong Kong
$36.5M $0 1 5.64% Maintained
304
Achmea Investment Management
Achmea Investment Management
Netherlands
$36.3M -$45.8M 2 1.52% Reduced
305
UBV
United Bank (Virginia)
Virginia
$36.3M $0 1 6.33% Maintained
306
VanEck Associates
VanEck Associates
New York
$36.1M -$9.56M 5 0.11% Reduced
307
SAM
Scopus Asset Management
New York
$35.7M -$60.9M 3 0.69% Reduced
308
Pacer Advisors
Pacer Advisors
Pennsylvania
$35.6M +$2.54M 10 0.76% Increased
309
M&T Bank
M&T Bank
New York
$35.3M -$2.81M 6 0.17% Reduced
310
Trillium Asset Management
Trillium Asset Management
Massachusetts
$34.9M -$3.55M 3 1.47% Reduced
311
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$34M +$26.2K 4 2.86% Increased
312
ACM
Axel Capital Management
New York
$33.8M -$3.98M 1 14.45% Reduced
313
KL
KGH Ltd
Bahamas
$33.5M +$31.6M 3 5.99% New
314
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$33.3M +$13.4M 3 0.1% Increased
315
Castleark Management
Castleark Management
Illinois
$33.1M +$6.89M 3 1.3% Increased
316
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$32.7M -$171M 5 0.09% Reduced
317
CL
CSS LLC
Illinois
$32.7M +$25.2M 1 1.55% Increased
318
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$32.7M -$6.66M 2 0.38% Reduced
319
Lido Advisors
Lido Advisors
California
$32.4M +$2.95M 3 0.83% Increased
320
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.3M +$2.86M 18 0.48% Increased
321
Adage Capital Partners
Adage Capital Partners
Massachusetts
$32.1M -$20.1M 3 0.08% Reduced
322
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.1M -$5.96M 7 0.24% Reduced
323
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$32M +$18M 25 0.35% Increased
324
Ancora Advisors
Ancora Advisors
Ohio
$31.7M +$44.2K 5 1.26% Increased
325
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$31.6M +$13.7M 13 0.63% Increased
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