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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
501	E. Ohman J:or Asset Management Stockholm, Sweden	$36.4M	+$51.4K	4	1.37%	Increased
502	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$36.4M	-$46.1M	2	0.67%	Reduced
503	SCM Scopia Capital Management New York	$36.3M	-$15.4M	1	4.49%	Reduced
504	Cantor Fitzgerald New York	$36.3M	-$8.69M	5	0.97%	Reduced
505	WhitTier Trust Company Reno, Nevada	$36.2M	+$112K	8	1.28%	Increased
506	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$35.9M	-$13.8M	1	18.74%	Reduced
507	DSAM Dock Street Asset Management Palm Beach, Florida	$35.9M	+$230K	1	6.29%	Increased
508	Orbis Allan Gray Hamilton, Bermuda	$35.9M	+$6.01M	1	0.26%	Increased
509	SCM Silvant Capital Management Atlanta, Georgia	$35.5M	+$674K	3	2.15%	Increased
510	BWP Balboa Wealth Partners Scottsdale, Arizona	$35.4M	-$1.25M	2	13.29%	Reduced
511	Hood River Capital Management Palm Beach Gardens, Florida	$35.3M	-$85.4M	1	1.13%	Reduced
512	Railway Pension Investments London, United Kingdom	$35.1M	+$12.8M	3	0.38%	Increased
513	TAMH Taikang Asset Management (HK) Hong Kong	$34.8M	$0	1	7.94%	Maintained
514	OP Oslo Pensjonsforsikring Oslo,	$34.7M	$0	1	6.13%	Maintained
515	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$34.7M	-$2.77M	3	0.9%	Reduced
516	NIM Northeast Investment Management Boston, Massachusetts	$34.6M	+$736K	2	2.03%	Increased
517	Connectus Wealth Cincinnati, Ohio	$34.6M	+$3.34M	2	0.77%	Increased
518	PointState Capital New York	$34.4M	+$23.6M	2	0.59%	Increased
519	Nomura Holdings Tokyo, Japan	$34.3M	-$34.3M	4	0.1%	Reduced
520	MLICM Metropolitan Life Insurance Company (MetLife) New York	$34.3M	-$1.01M	20	1.78%	Reduced
521	DAM Delta Asset Management Memphis, Tennessee	$33.8M	-$78.7K	4	3.52%	Reduced
522	Norinchukin Bank Tokyo, Japan	$33.8M	-$29.7M	3	0.79%	Reduced
523	VanEck Associates New York	$33.7M	-$1.98M	10	0.07%	Reduced
524	TC Tsai Capital New York	$33.6M	+$2.31K	1	32.05%	Increased
525	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$33M	+$43.5K	16	0.34%	Increased