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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
551
Stephens Inc
Stephens Inc
Arkansas
$26.7M +$1.05M 5 0.51% Increased
552
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.7M -$5.31M 4 0.26% Reduced
553
SAM
Shell Asset Management
Netherlands
$26.4M +$210K 9 1.09% Increased
554
CIA
CCM Investment Advisers
South Carolina
$26.3M +$2.05M 2 3.73% Increased
555
CM
Cercano Management
Washington
$26.1M -$15.5M 1 1.04% Reduced
556
PCM
Prelude Capital Management
New York
$26.1M +$7.72M 7 1.56% Increased
557
MDSL
M.D. Sass LLC
New York
$26M -$10.9M 1 3.24% Reduced
558
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.9M -$7.67M 5 0.14% Reduced
559
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$25.9M +$216K 3 1.04% Increased
560
EP
Edgestream Partners
New Jersey
$25.8M +$15.5M 6 2.85% Increased
561
CM
Crestline Management
Texas
$25.8M +$3.81M 2 3.06% Increased
562
ACM
Ariose Capital Management
Hong Kong
$25.7M +$18.7M 2 9.78% Increased
563
Quantinno Capital Management
Quantinno Capital Management
New York
$25.6M +$2.52M 10 1.69% Increased
564
DSAM
Dock Street Asset Management
Florida
$25.3M +$3.8M 1 4.92% Increased
565
EIP
Easterly Investment Partners
Massachusetts
$25.2M -$8.91M 3 2.21% Reduced
566
Colony Group
Colony Group
Massachusetts
$25M -$3.39M 6 0.37% Reduced
567
JCM
Jag Capital Management
Missouri
$25M -$3.9M 2 3.23% Reduced
568
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$24.9M +$3.98M 6 0.58% Increased
569
FFL
Future Fund LLC
Illinois
$24.8M -$4.69M 2 81.03% Reduced
570
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$24.7M +$3.79M 6 0.63% Increased
571
Dakota Wealth Management
Dakota Wealth Management
Florida
$24.6M +$9.72M 6 1.64% Increased
572
Belvedere Trading
Belvedere Trading
Illinois
$24.5M -$80M 3 0.06% Reduced
573
Advisor Partners II
Advisor Partners II
California
$24.5M +$7.72M 9 1.35% Increased
574
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$24.2M -$50.7M 4 0.42% Reduced
575
NPF
Norris Perne & French
Michigan
$24.1M -$204K 1 2.21% Reduced
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