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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	Cullen/Frost Bankers San Antonio, Texas	$58.2M	+$1.6M	8	0.79%	Increased
502	Icahn Carl Sunny Isles Beach, Florida	$58M	+$17.4M	1	0.59%	Increased
503	Anchor Capital Advisors Boston, Massachusetts	$58M	-$7.3M	2	1.54%	Reduced
504	SAM Securian Asset Management St Paul, Minnesota	$57.9M	-$1.99M	10	1.67%	Reduced
505	Riverbridge Partners Minneapolis, Minnesota	$57.7M	+$109K	1	0.77%	Increased
506	AHC Adell Harriman & Carpenter Houston, Texas	$57.1M	+$2.25M	3	4.15%	Increased
507	SpiderRock Advisors Wilimington, Delaware	$56.6M	+$6.29M	5	0.9%	Increased
508	Exchange Traded Concepts Oklahoma City, Oklahoma	$56.5M	-$12.3M	9	1.32%	Reduced
509	Acadian Asset Management Boston, Massachusetts	$56.5M	-$5.86M	16	0.18%	Reduced
510	PFM Privium Fund Management Amsterdam, Netherlands	$56.4M	+$684K	1	14.03%	Increased
511	Rathbones Group Liverpool, United Kingdom	$56.3M	-$2.63M	5	0.28%	Reduced
512	LI Leeward Investments Boston, Massachusetts	$56.3M	-$1.69M	3	2.61%	Reduced
513	SFM Stack Financial Management Whitefish, Montana	$56.2M	-$109K	1	5.04%	Reduced
514	New Mexico Educational Retirement Board Santa Fe, New Mexico	$56.2M	-$1.15M	10	1.89%	Reduced
515	CP Cumberland Partners Toronto, Ontario, Canada	$55.9M	-$1.61M	3	3.88%	Reduced
516	ACM Arosa Capital Management Miami Beach, Florida	$55.9M	-$24.2M	6	21.65%	Reduced
517	Moore Capital Management New York	$55.8M	-$126M	4	1.03%	Reduced
518	VCP Varenne Capital Partners Paris, France	$55.7M	+$50.2M	1	10.67%	Increased
519	Metis Global Partners San Diego, California	$55.6M	+$1.61M	5	1.73%	Increased
520	Fiera Capital (Canada) Montreal, Quebec, Canada	$55.6M	-$51.6M	2	0.17%	Reduced
521	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$55.6M	-$98.3M	1	2.39%	Reduced
522	TPI Trust Point Inc La Crosse, Wisconsin	$55.5M	-$371K	5	4.16%	Reduced
523	Bank Julius Baer & Co Zurich, Switzerland	$55.2M	+$3.86M	8	0.19%	Increased
524	TAMH Taikang Asset Management (HK) Hong Kong	$54.9M	+$3.68M	2	5.78%	Increased
525	Bowen Hanes & Co Ponte Vedra Beach, Florida	$54.5M	+$27.5K	1	1.43%	Increased