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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	Moore Capital Management New York	$18.4M	+$13M	4	0.6%	Increased
377	Daiwa Securities Group Tokyo, Japan	$18.2M	-$4.62M	4	0.15%	Reduced
378	JIR James Investment Research Alpha, Ohio	$18M	+$6.13M	3	1.25%	Increased
379	NAH Neumann Advisory (HK) Central, Hong Kong	$18M	$0	1	9.06%	Maintained
380	Artisan Partners Milwaukee, Wisconsin	$17.8M	+$17.8M	1	0.03%	New
381	Manning & Napier Group Fairport, New York	$17.7M	+$1.81M	1	0.19%	Increased
382	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$17.6M	-$46.3K	2	1.48%	Reduced
383	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$17.5M	-$2.62M	11	0.19%	Reduced
384	MAM Mark Asset Management New York	$17.4M	+$13.6M	1	2.91%	New
385	Mariner Independent Advisor Network Overland Park, Kansas	$17.4M	+$8.02M	1	1.26%	Increased
386	GGI Godsey & Gibb Inc Richmond, Virginia	$17.4M	+$46.4K	1	2.44%	Increased
387	GAMCO Investors Greenwich, Connecticut	$17.3M	-$814K	5	0.14%	Reduced
388	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$17.2M	-$1.57M	5	0.11%	Reduced
389	LHC Lodge Hill Capital New York	$16.9M	+$17.4M	1	4.53%	New
390	Advisors Asset Management Monument, Colorado	$16.8M	+$906K	12	0.29%	Increased
391	Amalgamated Bank New York	$16.8M	+$801K	9	0.31%	Increased
392	BlueCrest Capital Management St Helier, Jersey	$16.7M	+$13.9M	4	1.08%	Increased
393	KTA Keeley-Teton Advisors Chicago, Illinois	$16.7M	-$330K	4	1.76%	Reduced
394	Mercer Global Advisors Denver, Colorado	$16.6M	+$420K	5	0.33%	Increased
395	SSA South Street Advisors New York	$16.6M	+$623K	2	4.29%	Increased
396	Sit Investment Associates Minneapolis, Minnesota	$16.5M	-$2.69M	2	0.47%	Reduced
397	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$16.5M	-$208K	12	0.23%	Reduced
398	OCM Olstein Capital Management Purchase, New York	$16.5M	-$3.22M	2	2.56%	Reduced
399	Marshall Wace London, United Kingdom	$16.4M	-$11.8M	10	0.11%	Reduced
400	BCM Brightlight Capital Management Westport, Connecticut	$16.4M	+$16.4M	1	12.4%	New