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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	Alyeska Investment Group Chicago, Illinois	$79.8M	-$53.7M	6	0.59%	Reduced
327	Jupiter Asset Management London, United Kingdom	$79.5M	+$21.4M	2	0.87%	Increased
328	AE Wealth Management Topeka, Kansas	$79.1M	-$2.09M	8	0.48%	Reduced
329	T. Rowe Price Investment Management Baltimore, Maryland	$79M	-$14.6M	1	0.05%	Reduced
330	Cerity Partners New York	$78.9M	+$7.39M	11	0.31%	Increased
331	NC Nightview Capital Austin, Texas	$78.4M	-$31M	1	35.11%	Reduced
332	Jacobs Levy Equity Management Florham Park, New Jersey	$78.2M	+$23M	6	0.45%	Increased
333	Anchor Capital Advisors Boston, Massachusetts	$78.1M	-$23M	2	2.03%	Reduced
334	Axiom Investors Greenwich, Connecticut	$77.6M	-$6.06M	2	1.16%	Reduced
335	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$77.2M	+$4.6M	1	0.98%	Increased
336	Copeland Capital Management Conshohocken, Pennsylvania	$77.1M	-$8.11M	1	1.59%	Reduced
337	ExodusPoint Capital Management New York	$76.9M	-$42.1M	15	0.62%	Reduced
338	Balyasny Asset Management Chicago, Illinois	$76.5M	-$57M	11	0.17%	Reduced
339	KeyBank National Association Cleveland, Ohio	$76.2M	-$1.47M	4	0.35%	Reduced
340	SCGE Management Menlo Park, California	$75.9M	$0	1	1.79%	Maintained
341	Capital International Los Angeles, California	$75.2M	-$1.79M	1	4.21%	Reduced
342	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$74.4M	-$644K	12	0.1%	Reduced
343	Capital Fund Management (CFM) Paris, France	$74.1M	+$31.7M	6	0.3%	Increased
344	HCS Himension Capital (Singapore) Singapore	$72.9M	+$9.56M	1	6.65%	Increased
345	IP Interval Partners New York	$72.8M	+$14.6M	2	2.63%	Increased
346	SAM Securian Asset Management St Paul, Minnesota	$72.8M	+$25.7K	9	1.87%	Increased
347	Williams Jones Wealth Management New York	$72.6M	+$3.24M	4	1.09%	Increased
348	Nomura Holdings Tokyo, Japan	$72.3M	-$38.9M	3	0.2%	Reduced
349	Homestead Advisers Arlington, Virginia	$71.7M	+$299K	2	1.9%	Increased
350	Kennedy Capital Management St Louis, Missouri	$71.2M	+$15.8M	6	1.66%	Increased