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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
426
Wealthfront Advisers
Wealthfront Advisers
California
$37.7M +$14.4M 3 0.17% Increased
427
ONGA
O'Neil Global Advisors
California
$37.6M -$482K 2 28.84% Reduced
428
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$37.5M +$526K 22 1.37% Increased
429
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$37.4M +$2.24M 7 0.51% Increased
430
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$37.3M +$19.5M 3 0.52% Increased
431
SGAM
Smith Group Asset Management
Texas
$37.1M +$7.91M 3 1.88% Increased
432
Advisors Capital Management
Advisors Capital Management
New Jersey
$37M +$10.5M 2 1.13% Increased
433
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.8M +$22M 14 0.46% Increased
434
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36.7M -$2.53M 14 0.07% Reduced
435
PGGM Investments
PGGM Investments
Netherlands
$36.4M -$16.1M 1 0.19% Reduced
436
Kennedy Capital Management
Kennedy Capital Management
Missouri
$35.9M -$3.9M 4 0.81% Reduced
437
MAM
Meeder Asset Management
Ohio
$35.4M +$3.91M 15 1.86% Increased
438
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$35.4M -$24.7M 6 0.37% Reduced
439
Ancora Advisors
Ancora Advisors
Ohio
$35.4M -$5M 8 0.91% Reduced
440
Weiss Asset Management
Weiss Asset Management
Massachusetts
$35.2M +$20.9M 5 0.88% Increased
441
Atreides Management
Atreides Management
Massachusetts
$35.1M $0 1 0.83% Maintained
442
CAM
ClariVest Asset Management
California
$35.1M -$4.35M 4 1.13% Reduced
443
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$34.4M -$6.36K 2 0.49% Reduced
444
Cullen Capital Management
Cullen Capital Management
New York
$34.4M +$505K 2 0.34% Increased
445
MFP
Michael F. Price
$34.1M $0 1 3.94% Maintained
446
SIG
Senator Investment Group
New York
$34M -$20.4M 1 0.58% Reduced
447
Spire Wealth Management
Spire Wealth Management
Virginia
$33.9M +$3.25M 9 0.9% Increased
448
Manning & Napier Group
Manning & Napier Group
New York
$33.7M -$546K 2 0.29% Reduced
449
RMCM
Reynders McVeigh Capital Management
Massachusetts
$33.6M -$225K 2 2.06% Reduced
450
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$33.1M +$1.28M 6 0.66% Increased
16 17
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