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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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$171M -$5.59M 16 1.39% Reduced
327
Eventide Asset Management
Eventide Asset Management
Massachusetts
$171M +$1.53M 3 3% Increased
328
Kestra Advisory Services
Kestra Advisory Services
Texas
$171M +$7.44M 15 0.83% Increased
329
IMC Chicago
IMC Chicago
Illinois
$170M +$56.7M 6 0.08% Increased
330
OCAM
Owl Creek Asset Management
New York
$169M +$23.6M 2 7.47% Increased
331
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$169M -$5.13M 15 1.8% Reduced
332
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$167M -$1.42M 4 1.23% Reduced
333
Marsico Capital Management
Marsico Capital Management
Colorado
$166M +$1.87M 1 4.51% Increased
334
Sanctuary Advisors
Sanctuary Advisors
Indiana
$164M +$9.18M 14 1.02% Increased
335
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$163M +$31.6M 6 1.13% Increased
336
Gabelli Funds
Gabelli Funds
New York
$162M +$15.2M 15 1.15% Increased
337
OP Asset Management
OP Asset Management
$161M -$1.63M 10 2.38% Reduced
338
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$161M +$6.37M 29 0.57% Increased
339
Voloridge Investment Management
Voloridge Investment Management
Florida
$160M -$429M 9 0.59% Reduced
340
Frontier Capital Management
Frontier Capital Management
Massachusetts
$160M -$11.9M 6 1.48% Reduced
341
Groupe la Francaise
Groupe la Francaise
France
$159M +$5.5M 5 2.56% Increased
342
First Manhattan
First Manhattan
New York
$158M +$19M 6 0.45% Increased
343
Woodline Partners
Woodline Partners
California
$155M -$1.81M 5 0.82% Reduced
344
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$154M +$17.4M 3 2.58% Increased
345
PEAK6
PEAK6
Illinois
$154M +$124M 6 0.28% Increased
346
Oppenheimer & Co
Oppenheimer & Co
New York
$153M -$5.43M 12 2.02% Reduced
347
AssetMark Inc
AssetMark Inc
California
$153M +$7.28M 17 0.36% Increased
348
Guggenheim Capital
Guggenheim Capital
Illinois
$152M +$18M 8 1.21% Increased
349
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$151M -$13.8M 1 0.69% Reduced
350
Alpha Cubed Investments
Alpha Cubed Investments
California
$151M +$11.5M 4 5.71% Increased
12 13
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