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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
376	Associated Banc-Corp Green Bay, Wisconsin	$15.1M	+$31.1K	2	0.81%	Increased
377	Ladenburg Thalmann Financial Services Miami, Florida	$15M	+$2.25M	22	0.14%	Increased
378	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$15M	+$740K	8	0.18%	Increased
379	FQ First Quadrant Glendale, California	$14.9M	-$3.16M	4	0.28%	Reduced
380	Jane Street New York	$14.8M	-$16.4M	10	0.04%	Reduced
381	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.7M	+$9.43M	6	0.2%	Increased
382	Cambiar Investors Denver, Colorado	$14.7M	-$2.94M	2	0.23%	Reduced
383	GL Governors Lane New York	$14.6M	+$14.6M	1	0.53%	New
384	DIA Denver Investment Advisors Denver, Colorado	$14.6M	-$142K	3	0.73%	Reduced
385	SCM Suffolk Capital Management New York	$14.4M	-$4.53K	2	1.87%	Reduced
386	Mirae Asset Global Investments Seoul, South Korea	$14.4M	+$87.2K	3	0.19%	Increased
387	Amalgamated Bank New York	$14.3M	+$1.25M	8	0.39%	Increased
388	Zurich Insurance Group Zurich, Switzerland	$14.2M	+$541K	4	0.33%	Increased
389	Schonfeld Strategic Advisors New York	$14.1M	+$1.64M	4	1.16%	Increased
390	Emerald Advisers Leola, Pennsylvania	$14M	-$7.16M	2	0.54%	Reduced
391	QF QVT Financial New York	$14M	-$6.38M	1	0.79%	Reduced
392	Driehaus Capital Management Chicago, Illinois	$14M	+$4.76M	6	0.53%	Increased
393	State of Alaska Department of Revenue Juneau, Alaska	$13.9M	+$7.4M	9	0.33%	Increased
394	Crossmark Global Holdings Houston, Texas	$13.8M	-$198K	10	0.33%	Reduced
395	SCM SKBA Capital Management San Francisco, California	$13.7M	+$536K	1	1.91%	Increased
396	MCIM Meadow Creek Investment Management Atlanta, Georgia	$13.7M	+$300K	9	0.3%	Increased
397	TIP Torray Investment Partners Bethesda, Maryland	$13.6M	-$418K	1	1.35%	Reduced
398	LNB Ledyard National Bank	$13.6M	+$3.74M	5	1.65%	Increased
399	Meyer Handelman Company Rye Brook, New York	$13.6M	-$412K	2	0.65%	Reduced
400	DCM Dupont Capital Management Wilmington, Delaware	$13.6M	+$2.35M	4	0.31%	Increased