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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
526	State of Michigan Retirement System Lansing, Michigan	$8.33M	-$5.49M	5	0.06%	Reduced
527	KC Kepos Capital New York	$8.33M	+$6.76M	3	0.43%	Increased
528	TA Teton Advisors Rye, New York	$8.23M	$0	4	0.72%	Maintained
529	Steward Partners Investment Advisory New York	$8.2M	+$992K	8	0.39%	Increased
530	New Mexico Educational Retirement Board Santa Fe, New Mexico	$8.18M	-$179K	6	0.31%	Reduced
531	Martingale Asset Management Boston, Massachusetts	$8.16M	+$2.38M	6	0.1%	Increased
532	PPCM Pillar Pacific Capital Management Pacifica, California	$8.1M	+$33.2K	4	0.88%	Increased
533	GCP GSA Capital Partners London, United Kingdom	$8.04M	-$3.2M	6	0.44%	Reduced
534	Carmignac Gestion Paris, France	$8.04M	$0	1	0.07%	Maintained
535	Andra AP-fonden Goteborg, Sweden	$8.01M	+$98.2K	1	0.21%	Increased
536	PC Periscope Capital Toronto, Ontario, Canada	$7.99M	-$326K	1	1.52%	Reduced
537	SMH Sanders Morris Harris Houston, Texas	$7.95M	+$7.6M	2	3.73%	Increased
538	HCM Hodges Capital Management Dallas, Texas	$7.91M	-$568K	1	0.58%	Reduced
539	Carnegie Investment Counsel Pepper Pike, Ohio	$7.83M	+$1.08M	1	0.64%	Increased
540	MLIM Mountain Lake Investment Management Boca Raton, Florida	$7.83M	+$4.92M	1	3.96%	Increased
541	Truist Financial Charlotte, North Carolina	$7.82M	-$1.38M	4	0.14%	Reduced
542	WesBanco Bank Wheeling, West Virginia	$7.8M	-$219K	2	0.39%	Reduced
543	Fuller & Thaler Asset Management San Mateo, California	$7.73M	-$6.35M	1	0.08%	Reduced
544	RCMC RK Capital Management (Colorado) Denver, Colorado	$7.71M	+$1.91M	1	1.74%	Increased
545	HI Honeywell International Charlotte, North Carolina	$7.69M	-$3.93M	1	0.44%	Reduced
546	Brown Advisory Baltimore, Maryland	$7.69M	-$313K	7	0.02%	Reduced
547	OneDigital Investment Advisors Overland Park, Kansas	$7.63M	-$262K	3	1.79%	Reduced
548	OMERS Administration Corp Toronto, Ontario, Canada	$7.46M	+$148K	2	0.07%	Increased
549	CM Crestline Management Fort Worth, Texas	$7.43M	+$5.85M	2	0.69%	Increased
550	Capital International Sarl Los Angeles, California	$7.42M	-$703K	1	0.71%	Reduced