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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	Ethic Inc New York	$132M	+$1.41M	10	2.17%	Increased
427	River Road Asset Management Louisville, Kentucky	$131M	-$21M	2	1.47%	Reduced
428	Aquatic Capital Management Chicago, Illinois	$131M	+$108M	11	2.43%	Increased
429	AE Wealth Management Topeka, Kansas	$131M	+$5.09M	8	0.83%	Increased
430	Kennedy Capital Management St Louis, Missouri	$131M	+$25.3M	8	2.89%	Increased
431	KeyBank National Association Cleveland, Ohio	$131M	-$582K	8	0.46%	Reduced
432	AEGON Asset Management (UK) Edinburgh, United Kingdom	$130M	-$3.49M	2	1.55%	Reduced
433	ONGA O'Neil Global Advisors Los Angeles, California	$130M	+$24.1M	3	24%	Increased
434	TD Waterhouse Canada Toronto, Ontario, Canada	$130M	+$1.17M	20	0.85%	Increased
435	Generali Asset Management Trieste, Italy	$129M	+$1.61M	5	2.75%	Increased
436	Energy Income Partners Westport, Connecticut	$128M	-$7.54M	1	2.46%	Reduced
437	Schonfeld Strategic Advisors New York	$127M	-$107M	16	0.72%	Reduced
438	SPT Siemens Pension Trust Munich Germany, Germany	$127M	$0	1	100%	Maintained
439	UBV United Bank (Virginia) Vienna, Virginia	$127M	-$423K	3	15.13%	Reduced
440	RB Robert Bosch Gerlingen Schillerhoehe, Germany	$126M	$0	1	66.81%	Maintained
441	Empowered Funds Havertown, Pennsylvania	$125M	+$14.2M	16	1.26%	Increased
442	Voleon Capital Management Berkeley, California	$124M	+$48.9M	13	3.03%	Increased
443	Oberweis Asset Management Lisle, Illinois	$123M	+$4.7M	5	4.73%	Increased
444	WIM WIM Investment Management Hong Kong	$123M	$0	1	31.39%	Maintained
445	W.H. Reaves & Co Jersey City, New Jersey	$123M	-$3.37M	3	2.18%	Reduced
446	Capitolis Liquid Global Markets New York	$122M	+$30.5M	1	0.98%	Increased
447	FACM Forest Avenue Capital Management Miami, Florida	$122M	+$102M	2	8.98%	New
448	DSM Capital Partners Palm Beach Gardens, Florida	$122M	+$719K	1	1.74%	Increased
449	UMB Bank Kansas City, Missouri	$122M	+$9.41M	15	1.79%	Increased
450	Marex Group London,	$121M	-$95.2M	4	0.86%	Reduced