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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
UBV
United Bank (Virginia)
Virginia
$94.7M $0 1 12.44% Maintained
302
Oppenheimer & Co
Oppenheimer & Co
New York
$94.3M +$1.32M 15 1.95% Increased
303
Glenmede Trust
Glenmede Trust
Pennsylvania
$91.8M -$2.3M 8 0.53% Reduced
304
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$91.7M -$1.63M 3 0.48% Reduced
305
Cresset Asset Management
Cresset Asset Management
Illinois
$90.1M +$40.4M 10 0.35% Increased
306
Third Point
Third Point
New York
$89.9M $0 1 1.36% Maintained
307
FCI
Financial Counselors Inc
Kansas
$89.6M +$1.23M 2 1.79% Increased
308
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$89.4M +$4.46M 4 1.39% Increased
309
Point72 Asset Management
Point72 Asset Management
Connecticut
$88.1M -$78.3M 13 0.26% Reduced
310
Capital International Investors
Capital International Investors
California
$87.3M -$8.95M 2 0.02% Reduced
311
Trillium Asset Management
Trillium Asset Management
Massachusetts
$86.8M -$5.15M 4 2.62% Reduced
312
IP
Interval Partners
New York
$86.7M +$12.4M 1 2.61% Increased
313
Kestra Advisory Services
Kestra Advisory Services
Texas
$85.8M +$6.99M 10 0.84% Increased
314
MML Investors Services
MML Investors Services
Massachusetts
$85.1M +$7.09M 11 0.47% Increased
315
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$84.4M +$14.4M 10 0.66% Increased
316
Tidal Investments
Tidal Investments
Wisconsin
$84.2M +$6.44M 16 2.56% Increased
317
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$84.1M +$69.9M 1 4.51% Increased
318
Whittier Trust
Whittier Trust
California
$83.6M +$1.72M 12 1.49% Increased
319
CIP
Champlain Investment Partners
Vermont
$83.3M -$75.6K 1 0.54% Reduced
320
AE Wealth Management
AE Wealth Management
Kansas
$83.2M +$7.34M 9 0.5% Increased
321
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$82.3M -$11.4M 4 5.4% Reduced
322
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$82M +$31.2M 16 0.82% Increased
323
Huntington National Bank
Huntington National Bank
Ohio
$81.3M -$573K 17 0.82% Reduced
324
Zacks Investment Management
Zacks Investment Management
Illinois
$81.2M -$3.22M 7 1.05% Reduced
325
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$81M -$1.28M 13 1.12% Reduced
11 12
13
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