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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	Advisors Capital Management Ridgewood, New Jersey	$39M	-$2.55M	2	0.71%	Reduced
502	Capital International Inc Los Angeles, California	$38.9M	+$3.27M	3	0.52%	Increased
503	WhitTier Trust Company Reno, Nevada	$38.9M	-$3.24M	9	1.11%	Reduced
504	Graham Capital Management Rowayton, Connecticut	$38.7M	+$14.3M	9	0.73%	Increased
505	Polar Asset Management Partners Toronto, Ontario, Canada	$38.6M	+$7.91M	3	0.66%	Increased
506	TSS Two Sigma Securities New York	$38.6M	+$6.29M	9	0.37%	Increased
507	Scotia Capital Toronto, Ontario, Canada	$38.3M	+$6.66M	6	0.23%	Increased
508	Trexquant Investment Stamford, Connecticut	$38.2M	+$9.61M	12	0.76%	Increased
509	AIM Anatole Investment Management Central, Hong Kong	$37.8M	+$27.4M	1	11.66%	Increased
510	IEQ Capital Foster City, California	$37.6M	-$3.98M	3	0.54%	Reduced
511	Chilton Investment Company Stamford, Connecticut	$37.5M	-$6.82M	1	1.03%	Reduced
512	Lincoln National Corp Radnor, Pennsylvania	$37.3M	+$4.72M	4	0.58%	Increased
513	Thornburg Investment Management Santa Fe, New Mexico	$37.2M	+$1.4M	3	0.52%	Increased
514	CIS Connors Investor Services Wyomissing, Pennsylvania	$36.7M	-$173K	3	3.87%	Reduced
515	BCM Bornite Capital Management New York	$36.5M	-$8.43M	3	6.12%	Reduced
516	Gratus Capital Atlanta, Georgia	$36.4M	+$2.25M	2	1.67%	Increased
517	SCM Scopia Capital Management New York	$36.2M	-$217K	1	3.96%	Reduced
518	AIC AWM Investment Company New York	$36M	+$5.37M	1	4.71%	Increased
519	Groupama Asset Management Paris, France	$35.9M	-$22.6M	4	0.65%	Reduced
520	Acadian Asset Management Boston, Massachusetts	$35.9M	-$30.4M	7	0.13%	Reduced
521	OP Oslo Pensjonsforsikring Oslo,	$35.8M	-$11.6M	1	5.22%	Reduced
522	Cannell & Spears New York	$35.8M	+$30.2M	4	0.74%	Increased
523	TIAA Trust, National Association Charlotte, North Carolina	$35.7M	-$8.92M	4	0.11%	Reduced
524	B. Metzler seel. Sohn & Co Frankfurt, Germany	$35.7M	-$4.85M	4	0.39%	Reduced
525	Ameritas Investment Partners Lincoln, Nebraska	$35.6M	-$649K	27	1.22%	Reduced