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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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$110M -$46M 16 0.71% Reduced
327
LA
Legacy Advisors
Pennsylvania
$110M -$16.8M 4 13.37% Reduced
328
Walleye Trading
Walleye Trading
New York
$110M -$28.3M 10 0.26% Reduced
329
ING Group
ING Group
Netherlands
$110M +$28.1M 5 0.65% Increased
330
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$107M -$90.2K 4 0.48% Reduced
331
Verition Fund Management
Verition Fund Management
Connecticut
$107M +$21.6M 18 0.58% Increased
332
UBV
United Bank (Virginia)
Virginia
$106M -$3.79M 2 13.2% Reduced
333
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$106M +$2.19M 3 5.1% Increased
334
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$105M +$2.13M 2 0.32% Increased
335
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$104M +$2.22M 22 0.19% Increased
336
GC
GMT Capital
Georgia
$104M -$37.5M 2 3.83% Reduced
337
CIP
Champlain Investment Partners
Vermont
$104M +$950K 1 0.64% Increased
338
Munro Partners
Munro Partners
Australia
$103M +$90.1M 3 3.82% Increased
339
GTS Securities
GTS Securities
Florida
$101M +$71M 8 0.21% Increased
340
KeyBank National Association
KeyBank National Association
Ohio
$101M -$593K 7 0.41% Reduced
341
INTECH Investment Management
INTECH Investment Management
Florida
$100M -$72M 12 1.25% Reduced
342
Capstone Investment Advisors
Capstone Investment Advisors
New York
$100M -$43.7M 10 0.31% Reduced
343
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$99.9M +$1.05M 2 8.5% Increased
344
William Blair & Company
William Blair & Company
Illinois
$99M +$3.06M 10 0.31% Increased
345
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$98.9M +$12.1M 5 1.17% Increased
346
JLBC
J.L. Bainbridge & Co
Florida
$98.8M -$145K 4 9.79% Reduced
347
MML Investors Services
MML Investors Services
Massachusetts
$96.9M +$8.88M 14 0.39% Increased
348
FCI
Financial Counselors Inc
Kansas
$94.3M -$1.52M 3 1.52% Reduced
349
Homestead Advisers
Homestead Advisers
Virginia
$93.9M -$13.9M 1 2.32% Reduced
350
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$91.3M -$9.42M 15 0.29% Reduced
12 13
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