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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	Cubist Systematic Strategies Stamford, Connecticut	$36.7M	-$8.91M	18	0.41%	Reduced
402	E Ergoteles New York	$36.6M	-$10.4M	9	0.84%	Reduced
403	WorldQuant Millennium Advisors New York	$36.5M	-$2.83M	1	0.81%	Reduced
404	UBS O'Connor Chicago, Illinois	$36.5M	+$1.91M	6	0.33%	Increased
405	ICOM Investment Counselors of Maryland Baltimore, Maryland	$36.1M	+$2.88M	2	0.83%	Increased
406	Erste Asset Management Vienna, Austria	$36M	+$2.29M	4	0.72%	Increased
407	SFM Stack Financial Management Whitefish, Montana	$35.9M	+$109K	1	3.08%	Increased
408	Adams Diversified Equity Fund Baltimore, Maryland	$35.9M	+$11.6M	2	1.41%	Increased
409	Brandywine Global Investment Management Philadelphia, Pennsylvania	$35.8M	-$5.8M	5	0.27%	Reduced
410	Steward Partners Investment Advisory New York	$35.8M	-$1.95M	18	0.61%	Reduced
411	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$35.7M	+$3.51M	14	0.07%	Increased
412	Point72 Asset Management Stamford, Connecticut	$35.3M	+$22.4M	4	0.16%	Increased
413	AAM ACK Asset Management Greenwich, Connecticut	$35.3M	+$6.66M	2	12.99%	Increased
414	ZCM Ziegler Capital Management Chicago, Illinois	$35.1M	-$13.2M	5	1.18%	Reduced
415	CAM ClariVest Asset Management San Diego, California	$35.1M	-$3.5M	7	1.17%	Reduced
416	IMC Chicago Chicago, Illinois	$35M	+$32M	2	0.04%	Increased
417	Ameritas Investment Partners Lincoln, Nebraska	$35M	-$1.09M	22	1.25%	Reduced
418	Kentucky Retirement Systems Frankfort, Kentucky	$34.7M	-$3.26M	3	1.64%	Reduced
419	First National Bank of Omaha Omaha, Nebraska	$34.7M	$0	6	1.81%	Maintained
420	BC Burleson & Co Petaluma, California	$34.5M	-$4.87M	3	5.04%	Reduced
421	Hudson Bay Capital Management Stamford, Connecticut	$34.5M	-$287M	6	0.42%	Reduced
422	Manning & Napier Group Fairport, New York	$34.2M	+$7.36M	2	0.28%	Increased
423	Bragg Financial Advisors Charlotte, North Carolina	$34.2M	-$381K	5	2.18%	Reduced
424	MFP Michael F. Price	$33.7M	$0	1	3.7%	Maintained
425	SAM Shell Asset Management The Hague, Netherlands	$33.6M	-$9.24M	11	0.65%	Reduced