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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$89.5M	+$23M	8	4.98%	Increased
327	SAM Scopus Asset Management New York	$89M	+$15.7M	6	1.91%	Increased
328	KeyBank National Association Cleveland, Ohio	$87.2M	-$11.9M	8	0.35%	Reduced
329	Norinchukin Bank Tokyo, Japan	$86.2M	-$6.28M	3	1.09%	Reduced
330	Kornitzer Capital Management Shawnee Mission, Kansas	$86.1M	+$6.79M	5	1.28%	Increased
331	TW Transform Wealth Greenwood Village, Colorado	$85.4M	+$60K	3	8.92%	Increased
332	M&T Bank Buffalo, New York	$85.3M	-$291K	11	0.36%	Reduced
333	Oppenheimer & Co New York	$85.2M	-$1.87M	13	1.49%	Reduced
334	SAM Securian Asset Management St Paul, Minnesota	$84.1M	-$200K	8	1.55%	Reduced
335	FFL Future Fund LLC Chicago, Illinois	$84M	+$80M	1	72.42%	New
336	Pacer Advisors Malvern, Pennsylvania	$83.4M	+$602K	9	0.86%	Increased
337	Huntington National Bank Columbus, Ohio	$83.3M	+$7.45M	12	0.76%	Increased
338	Hood River Capital Management Palm Beach Gardens, Florida	$83.1M	+$6.54M	1	2.49%	Increased
339	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$82.9M	-$8.2M	1	1.6%	Reduced
340	VVP Vulcan Value Partners Birmingham, Alabama	$82.7M	+$40.8M	1	0.42%	Increased
341	BCH Berkshire Capital Holdings San Jose, California	$82.2M	-$11.7M	1	10.99%	Reduced
342	Quadrature Capital London, United Kingdom	$81.6M	-$52.4M	4	4.3%	Reduced
343	Point72 Asset Management Stamford, Connecticut	$80.8M	+$59.3M	9	0.32%	Increased
344	SAM Shell Asset Management The Hague, Netherlands	$80.6M	+$19.7M	10	1.65%	Increased
345	Brown Advisory Baltimore, Maryland	$79M	+$11.3M	7	0.1%	Increased
346	Fifth Third Bancorp Cincinnati, Ohio	$78.7M	+$18.3M	15	0.31%	Increased
347	Gabelli Funds Rye, New York	$77.7M	+$990K	11	0.49%	Increased
348	Trillium Asset Management Boston, Massachusetts	$77.4M	+$1.74M	3	1.82%	Increased
349	Maryland State Retirement & Pension System Baltimore, Maryland	$76.3M	+$1.23M	10	2%	Increased
350	FCI Financial Counselors Inc Overland Park, Kansas	$75.8M	+$16.9M	2	1.56%	Increased