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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
401	Employees Retirement System of Texas Austin, Texas	$14M	+$5.9M	6	0.19%	Increased
402	OAM Oxford Asset Management Oxford, United Kingdom	$13.8M	+$1.66M	11	0.26%	Increased
403	Squarepoint New York	$13.7M	-$4.15M	7	0.18%	Reduced
404	MetLife Investment Management Whippany, New Jersey	$13.7M	+$63K	10	0.16%	Increased
405	DIA Dean Investment Associates Beavercreek, Ohio	$13.7M	+$5.22M	4	2.02%	Increased
406	WBC Westpac Banking Corp Sydney, Australia	$13.6M	-$2.72M	1	0.26%	Reduced
407	TAM THB Asset Management Norwalk, Connecticut	$13.6M	-$3.41M	2	1.66%	Reduced
408	Candriam SCA Strassen, Luxembourg, Luxembourg	$13.6M	-$5.65M	1	0.21%	Reduced
409	HA Halsey Associates New Haven, Connecticut	$13.5M	-$553K	1	2.63%	Reduced
410	VHMC Value Holdings Management Company Hampton Bays, New York	$13.5M	+$1.27M	2	4.35%	Increased
411	Cubist Systematic Strategies Stamford, Connecticut	$13.4M	+$5.2M	10	0.67%	Increased
412	Polar Asset Management Partners Toronto, Ontario, Canada	$13.4M	-$2.1M	2	0.24%	Reduced
413	SCM Suffolk Capital Management New York	$13.4M	-$285K	2	1.91%	Reduced
414	Mirae Asset Global Investments Seoul, South Korea	$13.4M	-$1.1M	3	0.18%	Reduced
415	WI Wafra Inc New York	$13.3M	-$2.88M	1	0.5%	Reduced
416	Tocqueville Asset Management New York	$13.3M	-$286K	4	0.17%	Reduced
417	Ladenburg Thalmann Financial Services Miami, Florida	$13.3M	$0	21	0.12%	Maintained
418	JC JBF Capital Aspen, Colorado	$13.2M	+$11.7M	1	1.99%	New
419	State of Michigan Retirement System Lansing, Michigan	$13M	+$1.57M	6	0.1%	Increased
420	Meyer Handelman Company Rye Brook, New York	$12.9M	+$1.6M	3	0.66%	Increased
421	Envestnet Asset Management Chicago, Illinois	$12.9M	+$2.24M	12	0.03%	Increased
422	SCM SKBA Capital Management San Francisco, California	$12.9M	-$139K	1	1.74%	Reduced
423	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	-$17.6K	1	1.35%	Reduced
424	LNB Ledyard National Bank	$12.8M	+$273K	4	1.54%	Increased
425	William Blair & Company Chicago, Illinois	$12.7M	+$2.8M	5	0.09%	Increased