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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	Mariner Overland Park, Kansas	$21.8M	-$614K	3	0.22%	Reduced
352	Cubist Systematic Strategies Stamford, Connecticut	$21.7M	-$6.07M	15	0.38%	Reduced
353	PineBridge Investments New York	$21.7M	+$8.25M	4	0.42%	Increased
354	GAMCO Investors Greenwich, Connecticut	$21.1M	+$4.2M	6	0.24%	Increased
355	Copeland Capital Management Conshohocken, Pennsylvania	$21M	+$3.64M	1	1.08%	Increased
356	State of Alaska Department of Revenue Juneau, Alaska	$20.9M	+$3.7K	12	0.27%	Increased
357	GW&K Investment Management Boston, Massachusetts	$20.8M	-$814K	1	0.29%	Reduced
358	Ferguson Wellman Capital Management Portland, Oregon	$20.6M	+$346K	3	0.63%	Increased
359	Capital Advisors Inc Tulsa, Oklahoma	$20.5M	-$2.89M	2	0.85%	Reduced
360	Xponance Philadelphia, Pennsylvania	$20.4M	+$16M	8	0.53%	New
361	AQR Arbitrage Greenwich, Connecticut	$20.3M	+$2.82M	3	0.9%	Increased
362	WCM Investment Management Laguna Beach, California	$20.2M	+$257K	1	0.08%	Increased
363	NI Nuance Investments Kansas City, Missouri	$20.1M	-$16.6M	1	0.52%	Reduced
364	Cornerstone Investment Partners Atlanta, Georgia	$19.9M	-$5.86M	2	1.41%	Reduced
365	Squarepoint New York	$19.9M	-$2.06M	17	0.32%	Reduced
366	GD Grandfield & Dodd New York	$19.9M	+$176K	3	1.92%	Increased
367	Atreides Management Boston, Massachusetts	$19.8M	-$21.1M	1	2.8%	Reduced
368	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$19.6M	$0	1	0.81%	Maintained
369	Marshall Wace North America New York	$19.6M	+$14.2M	7	0.13%	Increased
370	Cullen/Frost Bankers San Antonio, Texas	$19.6M	+$250K	7	0.52%	Increased
371	GS Gagnon Securities New York	$19.5M	-$2.04M	1	4.72%	Reduced
372	ACM Axel Capital Management New York	$19.4M	+$3.25M	1	14.63%	Increased
373	GAM GVO Asset Management Zug, Switzerland	$19.4M	+$14.6M	1	8%	New
374	BP Bandera Partners New York	$19.4M	-$403K	1	13.47%	Reduced
375	ACM Argent Capital Management St Louis, Missouri	$19.4M	-$1.26M	1	0.81%	Reduced