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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	Woodline Partners San Francisco, California	$102M	+$18.2M	6	0.69%	Increased
427	Shelton Capital Management Denver, Colorado	$102M	-$16M	10	2.54%	Reduced
428	AE Wealth Management Topeka, Kansas	$102M	-$2.42M	6	0.86%	Reduced
429	Artemis Investment Management Edinburgh, United Kingdom	$102M	+$50M	2	1.45%	Increased
430	Avanza Fonder Stockholm, Sweden	$101M	+$81.4M	2	3.01%	New
431	Walleye Trading New York	$101M	+$60.3M	11	0.21%	Increased
432	Polar Asset Management Partners Toronto, Ontario, Canada	$101M	+$79.8M	6	1.18%	Increased
433	Generali Asset Management Trieste, Italy	$100M	+$83.7M	5	2.56%	New
434	Huntington National Bank Columbus, Ohio	$98.9M	-$9.58M	21	0.71%	Reduced
435	iA Global Asset Management Quebec, Quebec, Canada	$98.6M	-$17.6M	2	1.73%	Reduced
436	Wasatch Advisors Salt Lake City, Utah	$98.1M	+$12.4M	1	0.49%	Increased
437	Homestead Advisers Arlington, Virginia	$97.1M	-$2.32M	1	2.34%	Reduced
438	Kentucky Retirement Systems Frankfort, Kentucky	$97M	-$1.13M	5	2.86%	Reduced
439	Eastern Bank Boston, Massachusetts	$96.6M	+$20.1M	8	1.8%	Increased
440	Fuller & Thaler Asset Management San Mateo, California	$96.1M	-$144K	4	0.36%	Reduced
441	NC Nightview Capital Austin, Texas	$96M	+$12.9K	1	40.19%	Increased
442	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$95.3M	+$75.9M	1	2.72%	New
443	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$95M	+$11.9M	1	1.88%	Increased
444	Ancora Advisors Cleveland, Ohio	$94.3M	+$9.9M	9	2.1%	Increased
445	ZP Zimmer Partners New York	$94.3M	+$11.8M	5	1.63%	Increased
446	Energy Income Partners Westport, Connecticut	$93.9M	-$4.52M	1	1.93%	Reduced
447	Stephens Investment Management Group Houston, Texas	$93.6M	+$2.68M	3	1.25%	Increased
448	MUFG Securities EMEA London, United Kingdom	$93.4M	+$73.6M	4	1.57%	Increased
449	Ethic Inc New York	$92.9M	+$25.8M	10	1.87%	Increased
450	D.A. Davidson & Co Great Falls, Montana	$92.5M	-$3.58M	11	0.75%	Reduced