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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
351	Westwood Holdings Group Dallas, Texas	$17M	-$20M	2	0.26%	Reduced
352	ZCM Ziegler Capital Management Chicago, Illinois	$17M	+$20.5M	4	0.45%	New
353	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$17M	+$4.11M	6	0.14%	Increased
354	Squarepoint New York	$16.7M	-$103M	9	0.43%	Reduced
355	Amalgamated Bank New York	$16.7M	-$255K	9	0.41%	Reduced
356	AQR Arbitrage Greenwich, Connecticut	$16.6M	-$21.9M	3	0.56%	Reduced
357	RE RBC Europe London, United Kingdom	$16.6M	+$11.6M	3	1.65%	Increased
358	WC Wexford Capital West Palm Beach, Florida	$16.5M	+$1	1	6.11%	Increased
359	Congress Asset Management Boston, Massachusetts	$16.5M	-$284K	3	0.25%	Reduced
360	Alpha Cubed Investments Irvine, California	$16.4M	-$943K	2	1.98%	Reduced
361	DZ Bank Frankfurt Am Main, Germany	$15.9M	-$10.2M	2	0.05%	Reduced
362	PIA Piedmont Investment Advisors Durham, North Carolina	$15.8M	+$547K	4	0.62%	Increased
363	UBS O'Connor Chicago, Illinois	$15.8M	-$30.8M	1	0.32%	Reduced
364	Trexquant Investment Stamford, Connecticut	$15.6M	+$15.4M	7	1.13%	Increased
365	Synovus Financial Columbus, Georgia	$15.5M	+$6.05M	11	0.22%	Increased
366	Daiwa Securities Group Tokyo, Japan	$15.3M	-$1.86M	5	0.16%	Reduced
367	WCM Investment Management Laguna Beach, California	$15.3M	-$13.2M	1	0.08%	Reduced
368	BCM Brightlight Capital Management Westport, Connecticut	$15.2M	+$2.89M	1	11.73%	Increased
369	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.2M	-$299K	1	1.99%	Reduced
370	Whittier Trust South Pasadena, California	$15.1M	-$594K	7	0.49%	Reduced
371	GD Grandfield & Dodd New York	$15.1M	-$635K	2	1.78%	Reduced
372	Oppenheimer & Co New York	$14.8M	-$1.82M	5	0.45%	Reduced
373	Manning & Napier Group Fairport, New York	$14.8M	+$350K	1	0.18%	Increased
374	Hancock Whitney Gulfport, Mississippi	$14.7M	-$5.03M	6	0.58%	Reduced
375	RHJA Rice Hall James & Associates San Diego, California	$14.7M	-$10M	3	0.82%	Reduced