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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	PEAK6 Investments Chicago, Illinois	$75.3M	+$60.5M	5	0.16%	Increased
352	Capricorn Investment Group Palo Alto, California	$74.3M	+$70.8M	1	6.2%	New
353	TAMH Taikang Asset Management (HK) Hong Kong	$74.3M	$0	1	14.79%	Maintained
354	Allstate Corporation Northbrook, Illinois	$74.2M	+$51.3M	3	1.42%	Increased
355	GF Greenhouse Funds Baltimore, Maryland	$74.2M	+$9.55M	2	6.93%	Increased
356	Profund Advisors Bethesda, Maryland	$73.9M	-$18.6M	10	2.42%	Reduced
357	Van Berkom & Associates Montreal, Quebec, Canada	$73.7M	-$4.56M	1	2.18%	Reduced
358	CIP Champlain Investment Partners Burlington, Vermont	$73.7M	-$148K	1	0.33%	Reduced
359	Walleye Trading New York	$73.7M	+$68.3M	8	0.24%	Increased
360	AE Wealth Management Topeka, Kansas	$73.2M	+$12.7M	7	0.51%	Increased
361	CCP Clough Capital Partners Boston, Massachusetts	$72.8M	-$16.4M	1	4.87%	Reduced
362	Great Lakes Advisors Chicago, Illinois	$72.3M	-$7.16M	6	1.1%	Reduced
363	Elo Mutual Pension Insurance Espoo, Finland	$72.1M	+$6.55M	2	1.99%	Increased
364	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$71.9M	+$68.4M	1	3.34%	New
365	LSV Asset Management Chicago, Illinois	$71.6M	-$79.3M	6	0.13%	Reduced
366	CI Investments Inc Toronto, Ontario, Canada	$71.4M	+$22.6M	9	0.25%	Increased
367	CAM ClariVest Asset Management San Diego, California	$70.8M	+$22M	3	2.18%	Increased
368	NPIC Neumeier Poma Investment Counsel Carmel, California	$69.1M	+$9.21M	1	3.85%	Increased
369	CIBC Private Wealth Group Atlanta, Georgia	$69.1M	+$4.38M	4	0.14%	Increased
370	Castleark Management Chicago, Illinois	$68.8M	-$674K	3	2.53%	Reduced
371	Jacobs Levy Equity Management Florham Park, New Jersey	$68.7M	-$3.34M	7	0.46%	Reduced
372	LGT Group Foundation Vaduz, Liechtenstein	$68.4M	+$65.3M	3	1.76%	New
373	VanEck Associates New York	$68.2M	-$11M	10	0.16%	Reduced
374	Homestead Advisers Arlington, Virginia	$68.2M	-$1.71M	3	1.57%	Reduced
375	Woodline Partners San Francisco, California	$67.9M	+$54.5M	5	0.97%	Increased