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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	Cubist Systematic Strategies Stamford, Connecticut	$42.7M	+$5.64M	18	0.55%	Increased
352	SCA Sassicaia Capital Advisers Jericho, New York	$42.6M	+$45.8M	1	24.09%	Increased
353	Brandywine Global Investment Management Philadelphia, Pennsylvania	$42.5M	+$5.05M	6	0.32%	Increased
354	TAM Telemark Asset Management Boston, Massachusetts	$42.3M	+$20.3M	3	3.58%	Increased
355	SAM Shell Asset Management The Hague, Netherlands	$42M	-$12.4M	11	0.84%	Reduced
356	CAPTRUST Financial Advisors Raleigh, North Carolina	$41.8M	+$10.5M	25	0.45%	Increased
357	GF Greenhouse Funds Baltimore, Maryland	$41.7M	+$16.1M	2	4.48%	Increased
358	Cullen Capital Management New York	$41.7M	+$30M	3	0.45%	Increased
359	New Mexico Educational Retirement Board Santa Fe, New Mexico	$41.3M	$0	8	1.64%	Maintained
360	Crossmark Global Holdings Houston, Texas	$41.1M	-$1.65M	10	1.02%	Reduced
361	Zacks Investment Management Chicago, Illinois	$40.6M	+$174K	7	0.72%	Increased
362	QS Investors New York	$40.6M	+$2.9M	5	0.47%	Increased
363	Elo Mutual Pension Insurance Espoo, Finland	$40.5M	+$1.31M	2	1.35%	Increased
364	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$40.2M	-$13.6M	2	0.8%	Reduced
365	CI Investments Inc Toronto, Ontario, Canada	$40.2M	-$23.4M	5	0.17%	Reduced
366	MAM Mark Asset Management New York	$40.2M	-$54M	1	6.02%	Reduced
367	Acadian Asset Management Boston, Massachusetts	$39.6M	+$304K	11	0.15%	Increased
368	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$39.4M	+$5.51M	2	1.8%	Increased
369	Bridgeway Capital Management Houston, Texas	$39.2M	+$1.6M	8	0.73%	Increased
370	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$39.2M	-$21.9M	2	1.05%	Reduced
371	Dai-ichi Life Insurance Company Tokyo, Japan	$38.9M	+$836K	2	0.54%	Increased
372	BC Burleson & Co Petaluma, California	$38.9M	+$7.34M	3	6.33%	Increased
373	WorldQuant Millennium Advisors New York	$38.8M	$0	1	0.82%	Maintained
374	Hennessy Advisors Inc Novato, California	$38.5M	-$6.01M	3	2.24%	Reduced
375	TCM Tao Capital Management San Francisco, California	$38.4M	-$54.6M	1	11.09%	Reduced