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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
326	CIBC World Market Toronto, Ontario, Canada	$20M	+$57K	6	0.09%	Increased
327	AQR Arbitrage Greenwich, Connecticut	$20M	+$20.2M	2	0.25%	New
328	Natixis Paris, France	$19.8M	-$11.1M	3	0.1%	Reduced
329	Advisors Asset Management Monument, Colorado	$19.6M	+$1.92M	10	0.33%	Increased
330	Xact Kapitalforvaltning Stockholm, Sweden	$19.6M	+$79.4K	9	0.42%	Increased
331	Anchor Capital Advisors Boston, Massachusetts	$19.1M	-$1.74M	2	0.7%	Reduced
332	Wasatch Advisors Salt Lake City, Utah	$19.1M	-$96.6M	2	0.23%	Reduced
333	ECP Elk Creek Partners Denver, Colorado	$19M	+$18.1M	1	1.05%	New
334	Ancora Advisors Cleveland, Ohio	$19M	+$8.18M	3	0.82%	Increased
335	OCM Olstein Capital Management Purchase, New York	$18.9M	+$1.63M	2	2.51%	Increased
336	Summit Partners Public Asset Management Boston, Massachusetts	$18.9M	+$1.52M	1	2.1%	Increased
337	FA Friess Associates Greenville, Delaware	$18.8M	-$10.4M	1	1.48%	Reduced
338	Public Employees Retirement Association of Colorado Denver, Colorado	$18.7M	+$724K	10	0.12%	Increased
339	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.7M	+$2.34M	1	0.87%	Increased
340	Susquehanna International Group Bala Cynwyd, Pennsylvania	$18.7M	-$384M	8	0.01%	Reduced
341	QI QV Investors Calgary, Alberta, Canada	$18.6M	-$2.82M	1	0.43%	Reduced
342	Utah Retirement Systems Salt Lake City, Utah	$18.5M	+$764K	7	0.38%	Increased
343	Korea Investment Corp Seoul, South Korea	$18.4M	+$598K	3	0.08%	Increased
344	Kornitzer Capital Management Shawnee Mission, Kansas	$18.3M	-$76.7K	2	0.31%	Reduced
345	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$17.8M	$0	1	0.61%	Maintained
346	FTCM Fir Tree Capital Management New York	$17.8M	$0	1	0.79%	Maintained
347	RI Redwood Investments Boston, Massachusetts	$17.8M	-$2.6M	1	1.23%	Reduced
348	JIR James Investment Research Alpha, Ohio	$17.6M	-$457K	5	0.68%	Reduced
349	Ferguson Wellman Capital Management Portland, Oregon	$17.4M	+$452K	1	0.61%	Increased
350	Cullen/Frost Bankers San Antonio, Texas	$17.4M	-$1.54M	2	0.54%	Reduced