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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
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$55.3M -$16M 29 1.41% Reduced
352
UBV
United Bank (Virginia)
Virginia
$55.2M $0 1 7.39% Maintained
353
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$54.8M +$20.2M 17 0.57% Increased
354
TAMH
Taikang Asset Management (HK)
Hong Kong
$54.5M $0 1 11.06% Maintained
355
Temasek Holdings
Temasek Holdings
Singapore
$54M $0 1 0.19% Maintained
356
CA
CastleArk Alternatives
Illinois
$53.8M +$49.6M 3 2.06% Increased
357
Castleark Management
Castleark Management
Illinois
$53.8M -$2.83M 3 2.06% Reduced
358
NPIC
Neumeier Poma Investment Counsel
California
$53.8M +$20.4M 1 3.2% Increased
359
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$53M +$4.44M 23 0.44% Increased
360
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$53M +$27.3M 6 0.71% Increased
361
MAM
Mark Asset Management
New York
$52.4M -$55.8K 1 5.65% Reduced
362
GAMCO Investors
GAMCO Investors
Connecticut
$52.2M +$10.2M 5 0.46% Increased
363
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$51.9M +$1.18M 8 1.81% Increased
364
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$51.7M +$3.56M 16 1.06% Increased
365
Banco Santander
Banco Santander
Spain
$51.7M +$37.3M 2 0.28% Increased
366
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$51.2M +$7.77M 1 15.14% Increased
367
CIBC World Market
CIBC World Market
Ontario, Canada
$50.8M +$21.4M 7 0.17% Increased
368
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$50.5M +$15.8M 18 0.64% Increased
369
BC
Burleson & Co
California
$50.5M +$12.2M 3 7.5% Increased
370
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$50.3M -$3.99M 3 0.12% Reduced
371
Bridgewater Associates
Bridgewater Associates
Connecticut
$50M +$12.6M 1 0.27% Increased
372
Zacks Investment Management
Zacks Investment Management
Illinois
$49.4M +$1.94M 7 0.78% Increased
373
BCC
Bain Capital Credit
Massachusetts
$49M $0 1 8.97% Maintained
374
Cetera Advisor Networks
Cetera Advisor Networks
California
$49M +$7.77M 10 0.66% Increased
375
DVF
Discovery Value Fund
Singapore
$48.6M -$15.2M 2 1.43% Reduced
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