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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	Alpha Cubed Investments Irvine, California	$21.3M	-$382K	2	2.04%	Reduced
402	Schonfeld Strategic Advisors New York	$21.3M	-$73.4M	10	0.41%	Reduced
403	Weiss Multi-Strategy Advisers New York	$21.3M	-$26.3M	5	0.57%	Reduced
404	Peregrine Capital Management Minneapolis, Minnesota	$21.2M	+$3.65M	3	0.56%	Increased
405	Washington Trust Westerly, Rhode Island	$21.2M	-$159K	6	0.78%	Reduced
406	GS Gagnon Securities New York	$21.1M	-$2.11M	1	4.5%	Reduced
407	SFM Stack Financial Management Whitefish, Montana	$21.1M	+$365K	1	2.12%	Increased
408	WorldQuant Millennium Advisors New York	$21M	-$2.19M	1	0.5%	Reduced
409	FCI Financial Counselors Inc Overland Park, Kansas	$20.7M	+$1.35M	2	0.61%	Increased
410	BC Burleson & Co Petaluma, California	$20.6M	-$3.42M	1	3.9%	Reduced
411	River Road Asset Management Louisville, Kentucky	$20.5M	-$29.7M	1	0.34%	Reduced
412	State of Alaska Department of Revenue Juneau, Alaska	$20.4M	-$3.5M	12	0.25%	Reduced
413	CAPTRUST Financial Advisors Raleigh, North Carolina	$20.3M	+$590K	19	0.34%	Increased
414	Twin Tree Management Dallas, Texas	$20.3M	-$6.24M	2	0.08%	Reduced
415	State of Michigan Retirement System Lansing, Michigan	$20.2M	+$11.2M	7	0.16%	Increased
416	Amalgamated Bank New York	$20M	-$446K	7	0.87%	Reduced
417	KPF K2 Principal Fund Toronto, Ontario, Canada	$19.9M	+$3.81M	3	2.97%	Increased
418	Fifth Third Bancorp Cincinnati, Ohio	$19.8M	-$5.25M	11	0.11%	Reduced
419	Mariner Independent Advisor Network Overland Park, Kansas	$19.8M	+$16.4M	1	1.64%	New
420	Zacks Investment Management Chicago, Illinois	$19.7M	-$3.16M	5	0.4%	Reduced
421	CAM ClariVest Asset Management San Diego, California	$19.7M	+$6.83M	11	0.64%	Increased
422	UAM UAS Asset Management New York	$19.6M	-$3.4M	1	6%	Reduced
423	Bridgeway Capital Management Houston, Texas	$19.5M	+$2.68M	8	0.45%	Increased
424	CRCP Copper Rock Capital Partners Boston, Massachusetts	$19.5M	-$14.5M	3	6.58%	Reduced
425	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19.4M	-$198K	1	2.04%	Reduced