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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	AEGON Asset Management (UK) Edinburgh, United Kingdom	$20M	+$21.6M	1	0.57%	New
327	State of Alaska Department of Revenue Juneau, Alaska	$19.8M	-$1.09M	11	0.35%	Reduced
328	BB&T Securities Richmond, Virginia	$19.8M	-$983K	6	0.19%	Reduced
329	AI Atom Investors Austin, Texas	$19.7M	+$7.48M	4	1.67%	Increased
330	Point72 Asset Management Stamford, Connecticut	$19.6M	-$16.5M	5	0.09%	Reduced
331	Castleark Management Chicago, Illinois	$19.3M	-$1.1M	2	0.73%	Reduced
332	WI WBI Investments Red Bank, New Jersey	$19.3M	+$18.3M	2	1.48%	New
333	Weiss Multi-Strategy Advisers New York	$19.3M	+$17.4M	4	0.48%	Increased
334	ABC Anchor Bolt Capital Chicago, Illinois	$19.3M	-$16.5M	2	1.86%	Reduced
335	HA Heartland Advisors Milwaukee, Wisconsin	$19.2M	-$18.6K	3	1.42%	Reduced
336	GHCM Glen Harbor Capital Management San Diego, California	$19.1M	+$4.41M	8	0.41%	Increased
337	Cubist Systematic Strategies Stamford, Connecticut	$19.1M	+$12.1M	15	0.62%	Increased
338	Mackenzie Financial Toronto Ontario, Ontario, Canada	$19.1M	-$31.7M	6	0.05%	Reduced
339	Robeco Schweiz Zurich, Switzerland	$18.9M	+$1.1M	2	0.78%	Increased
340	MLIM Mountain Lake Investment Management Boca Raton, Florida	$18.9M	$0	1	6.92%	Maintained
341	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$18.8M	+$20.3M	1	5.79%	New
342	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$18.8M	+$1.69M	1	1.8%	Increased
343	CIM Corbyn Investment Management Lutherville, Maryland	$18.8M	-$2.39M	3	7.71%	Reduced
344	LCS Levin Capital Strategies New York	$18.6M	-$164M	1	2.09%	Reduced
345	FTCM Fir Tree Capital Management New York	$18.3M	$0	1	1.57%	Maintained
346	Employees Retirement System of Texas Austin, Texas	$18.2M	+$2.56M	7	0.27%	Increased
347	HBK Investments Dallas, Texas	$18.2M	-$2.29M	10	0.18%	Reduced
348	Xact Kapitalforvaltning Stockholm, Sweden	$18.2M	+$392K	8	0.41%	Increased
349	Utah Retirement Systems Salt Lake City, Utah	$18M	+$20K	7	0.36%	Increased
350	QI QV Investors Calgary, Alberta, Canada	$17.9M	+$5.31M	1	0.51%	Increased