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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	Cerity Partners New York	$54.4M	-$22.5M	5	0.26%	Reduced
402	Cullen/Frost Bankers San Antonio, Texas	$54M	-$6.28M	6	0.94%	Reduced
403	VSAM Value Star Asset Management Hong Kong	$53.9M	$0	1	19.01%	Maintained
404	JC Joho Capital New York	$53.8M	$0	1	12.1%	Maintained
405	Banco Santander Madrid, Spain	$53.3M	+$7.04M	2	0.76%	Increased
406	GW&K Investment Management Boston, Massachusetts	$53.2M	+$672K	4	0.53%	Increased
407	O'Shaughnessy Asset Management Stamford, Connecticut	$52.9M	+$10.3M	8	0.79%	Increased
408	ECM Engine Capital Management New York	$52.4M	-$3.11M	1	11.66%	Reduced
409	GTS Securities Miami, Florida	$52.4M	+$51.8M	9	0.09%	Increased
410	TAM Thematics Asset Management Paris, France	$51.5M	-$5.39M	1	2.53%	Reduced
411	Paradigm Capital Management Inc Albany, New York	$51M	-$172K	4	2.92%	Reduced
412	New Mexico Educational Retirement Board Santa Fe, New Mexico	$50.9M	+$3.66M	9	2.18%	Increased
413	Crawford Investment Counsel Atlanta, Georgia	$50.8M	-$9.28M	5	1.1%	Reduced
414	Atreides Management Boston, Massachusetts	$50.8M	+$4.3M	1	1.66%	Increased
415	OFI Invest Asset Management Paris, France	$50.6M	-$4.18M	1	1.82%	Reduced
416	Moran Wealth Management Naples, Florida	$50.6M	+$6.74M	6	1.96%	Increased
417	Davis Selected Advisers Tucson, Arizona	$50.4M	-$5.07M	2	0.32%	Reduced
418	ExodusPoint Capital Management New York	$50.1M	-$23.2M	15	0.48%	Reduced
419	HCS Himension Capital (Singapore) Singapore	$50M	-$20.2M	1	5.14%	Reduced
420	Advisors Asset Management Monument, Colorado	$49.8M	-$852K	16	1.06%	Reduced
421	Ancora Advisors Cleveland, Ohio	$49.8M	-$1.06M	6	1.32%	Reduced
422	Capricorn Investment Group Palo Alto, California	$49.1M	$0	1	9.6%	Maintained
423	GIP Granite Investment Partners El Segundo, California	$49M	+$9.91M	4	2.05%	Increased
424	Eastern Bank Boston, Massachusetts	$48.9M	-$180K	2	2.43%	Reduced
425	Group One Trading Chicago, Illinois	$48.8M	-$140M	16	0.16%	Reduced