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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	SCM Scopia Capital Management New York	$95.8M	+$40M	1	8.74%	Increased
302	United Capital Financial Advisors Irving, Texas	$95.5M	-$3.46M	5	0.46%	Reduced
303	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$95.4M	-$6.55M	3	0.31%	Reduced
304	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$95M	-$3.78M	3	2.47%	Reduced
305	AE Wealth Management Topeka, Kansas	$90.7M	+$15.1M	7	0.62%	Increased
306	M&T Bank Buffalo, New York	$90.7M	+$9.09M	9	0.4%	Increased
307	SC Shellback Capital Boston, Massachusetts	$90.4M	-$40.5M	3	11.97%	Reduced
308	Schonfeld Strategic Advisors New York	$90M	-$10.9M	19	0.81%	Reduced
309	ALPS Advisors Denver, Colorado	$89.9M	-$10.9M	7	0.98%	Reduced
310	Huntington National Bank Columbus, Ohio	$89.2M	+$4.63M	12	0.83%	Increased
311	PML Prime Movers Lab Jackson, Wyoming	$89M	+$70.9M	1	24.81%	New
312	Hood River Capital Management Palm Beach Gardens, Florida	$86.9M	+$8.54M	1	2.89%	Increased
313	Fuller & Thaler Asset Management San Mateo, California	$86.9M	-$7.08M	2	0.52%	Reduced
314	SAM Securian Asset Management St Paul, Minnesota	$85.9M	+$955K	8	1.68%	Increased
315	Oppenheimer & Co New York	$85.4M	-$1.32M	10	1.54%	Reduced
316	OCM Ogborne Capital Management San Francisco, California	$84.9M	-$19.9M	1	85.27%	Reduced
317	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$84.6M	$0	1	1.72%	Maintained
318	Quadrature Capital London, United Kingdom	$83.9M	+$910K	7	3.37%	Increased
319	BCH Berkshire Capital Holdings San Jose, California	$83.5M	-$280K	1	17.06%	Reduced
320	Kornitzer Capital Management Shawnee Mission, Kansas	$83M	+$1.94M	5	1.37%	Increased
321	GIM Growth Interface Management Orlando, Florida	$83M	-$84.6M	1	21.09%	Reduced
322	Pacer Advisors Malvern, Pennsylvania	$82.7M	-$335K	4	0.68%	Reduced
323	Parallax Volatility Advisers San Francisco, California	$82.5M	-$247M	5	0.04%	Reduced
324	Walleye Trading New York	$81.6M	+$5.65M	11	0.26%	Increased
325	Fifth Third Bancorp Cincinnati, Ohio	$81.2M	+$2.1M	14	0.33%	Increased