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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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$54.1M -$15.2M 5 1.08% Reduced
352
MML Investors Services
MML Investors Services
Massachusetts
$54.1M +$6.03M 9 0.41% Increased
353
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$53.8M -$26.1M 11 0.52% Reduced
354
Verition Fund Management
Verition Fund Management
Connecticut
$53.7M +$20.9M 12 1.06% Increased
355
USS Investment Management
USS Investment Management
United Kingdom
$53.5M -$11.9M 2 0.53% Reduced
356
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$53.3M +$1.32M 11 1.72% Increased
357
UMB Bank
UMB Bank
Missouri
$53.2M -$752K 9 0.83% Reduced
358
Tredje AP-fonden
Tredje AP-fonden
Sweden
$53M +$225K 1 1.33% Increased
359
CAM
ClariVest Asset Management
California
$52.5M +$6.56M 2 2.29% Increased
360
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$52.5M +$13.5M 4 0.74% Increased
361
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$52M +$3.7M 3 1.75% Increased
362
KPF
K2 Principal Fund
Ontario, Canada
$52M +$63.2M 1 5.74% New
363
CIP
Champlain Investment Partners
Vermont
$51.7M -$2.3M 1 0.33% Reduced
364
SC
Shellback Capital
Massachusetts
$51.3M -$25.9M 3 8.92% Reduced
365
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$51.2M -$4.38M 1 2.14% Reduced
366
PAMI
Perseverance Asset Management International
Cayman Islands
$51.2M +$61.4M 2 21.13% Increased
367
Wealthfront Advisers
Wealthfront Advisers
California
$51M +$9.01M 5 0.26% Increased
368
Squarepoint
Squarepoint
New York
$50.6M -$68.6M 17 0.28% Reduced
369
William Blair Investment Management
William Blair Investment Management
Illinois
$49.6M -$1.87M 1 0.18% Reduced
370
SAM
Shell Asset Management
Netherlands
$49.1M +$569K 10 1.45% Increased
371
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$48.6M +$13.6M 20 0.89% Increased
372
LSV Asset Management
LSV Asset Management
Illinois
$48.6M -$1.24M 5 0.11% Reduced
373
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$48.4M +$24.4M 2 1.12% Increased
374
Alyeska Investment Group
Alyeska Investment Group
Illinois
$48.2M +$19.4M 3 0.55% Increased
375
WAM
WT Asset Management
Hong Kong
$48.2M +$58.6M 1 27.47% New
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