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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
451	TC Tsai Capital New York	$43.5M	+$290K	1	33.39%	Increased
452	GC GMT Capital Atlanta, Georgia	$43.5M	+$42M	2	2.73%	New
453	AEGON Asset Management (UK) Edinburgh, United Kingdom	$43.3M	-$2.6M	2	0.64%	Reduced
454	NC Nitorum Capital New York	$43.3M	-$3.5M	1	2.87%	Reduced
455	Credit Agricole Montrouge Cedex, France	$43.1M	+$3.53M	4	0.76%	Increased
456	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$42.2M	-$56.2M	1	0.74%	Reduced
457	Whittier Trust South Pasadena, California	$42.2M	+$1.09M	9	0.71%	Increased
458	E. Ohman J:or Asset Management Stockholm, Sweden	$42.1M	-$1.68M	1	1.41%	Reduced
459	BOK Financial Tulsa, Oklahoma	$42M	+$1.12M	5	0.69%	Increased
460	Meag Munich Ergo Munich, Germany	$42M	+$2.1M	2	3.03%	Increased
461	HVM Harvest Volatility Management Norwalk, Connecticut	$41.6M	+$36M	1	4.7%	Increased
462	Verition Fund Management Greenwich, Connecticut	$41.4M	+$17.9M	11	0.5%	Increased
463	Scotia Capital Toronto, Ontario, Canada	$41.1M	-$4.14M	7	0.26%	Reduced
464	Spire Wealth Management Mclean, Virginia	$41M	-$3.4M	10	1.1%	Reduced
465	Alyeska Investment Group Chicago, Illinois	$41M	-$62.4M	5	0.45%	Reduced
466	Chilton Capital Management Houston, Texas	$40.8M	+$3.38M	2	2.13%	Increased
467	TimesSquare Capital Management New York	$40.8M	+$4.77M	1	0.46%	Increased
468	TD Waterhouse Canada Toronto, Ontario, Canada	$40.7M	-$6.64M	8	0.4%	Reduced
469	APA American Portfolios Advisors Holbrook, New York	$40.4M	+$1.73M	19	1.38%	Increased
470	Bridgeway Capital Management Houston, Texas	$40.1M	-$7.08M	7	0.77%	Reduced
471	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$39.8M	+$5.82M	2	1.27%	Increased
472	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$39.8M	+$268K	13	0.38%	Increased
473	LFDLE La Financiere de L'Echiquier Paris, France	$39.5M	-$1.97M	1	1.63%	Reduced
474	Trexquant Investment Stamford, Connecticut	$39.1M	+$30.5M	9	1.84%	Increased
475	D.A. Davidson & Co Great Falls, Montana	$38.9M	-$267K	9	0.42%	Reduced