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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	Marshall Wace North America New York	$75.1M	-$64.4M	2	0.32%	Reduced
302	VanEck Associates New York	$74.9M	+$9.38M	8	0.19%	Increased
303	Mercer Global Advisors Denver, Colorado	$74.3M	+$5.11M	9	0.52%	Increased
304	Oppenheimer & Co New York	$74M	-$6.35M	12	1.38%	Reduced
305	Kornitzer Capital Management Shawnee Mission, Kansas	$71.9M	+$21.3M	6	1.1%	Increased
306	Hood River Capital Management Palm Beach Gardens, Florida	$71.5M	+$16.8M	1	2.21%	Increased
307	TW Transform Wealth Greenwood Village, Colorado	$71.3M	+$64.1M	3	8.18%	Increased
308	Cetera Advisors Denver, Colorado	$70.7M	+$45.5M	3	1.38%	Increased
309	Gabelli Funds Rye, New York	$69.7M	+$2.19M	11	0.46%	Increased
310	M&T Bank Buffalo, New York	$69.5M	+$1.18M	9	0.31%	Increased
311	BCH Berkshire Capital Holdings San Jose, California	$69.4M	+$19.4M	1	9.32%	Increased
312	Norinchukin Bank Tokyo, Japan	$69.2M	+$6M	3	0.96%	Increased
313	Profund Advisors Bethesda, Maryland	$69.2M	+$6.44M	10	2.33%	Increased
314	IP Interval Partners New York	$68.9M	+$656K	2	2.79%	Increased
315	Marshall Wace London, United Kingdom	$68.6M	+$5.01M	12	0.29%	Increased
316	Trillium Asset Management Boston, Massachusetts	$68.4M	+$1.75M	3	1.81%	Increased
317	SAM Scopus Asset Management New York	$68M	-$7.06M	6	1.15%	Reduced
318	Folketrygdfondet Oslo Norway, Norway	$67.7M	+$6.51M	1	1.7%	Increased
319	Voloridge Investment Management Jupiter, Florida	$67.7M	-$38.5M	11	0.44%	Reduced
320	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$67.2M	+$53M	1	1.4%	Increased
321	CCP Clough Capital Partners Boston, Massachusetts	$66.1M	+$60.2M	1	4.01%	New
322	CIP Champlain Investment Partners Burlington, Vermont	$66M	+$821K	1	0.32%	Increased
323	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$66M	+$10.8M	2	1.04%	Increased
324	HCS Himension Capital (Singapore) Singapore	$66M	+$15.5M	1	5.14%	Increased
325	WBC Westpac Banking Corp Sydney, Australia	$65.9M	-$4.52M	2	0.7%	Reduced