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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	Tudor Investment Corp Stamford, Connecticut	$82.3M	+$11.5M	12	0.14%	Increased
552	PCM Portolan Capital Management Boston, Massachusetts	$82M	+$12.9M	5	4.44%	Increased
553	Crossmark Global Holdings Houston, Texas	$81.7M	-$1.95M	10	1.22%	Reduced
554	1SP 140 Summer Partners New York	$81.5M	+$70.1M	1	7.08%	New
555	Park Avenue Securities New York	$81.3M	+$10.7M	14	0.63%	Increased
556	SPC Stony Point Capital New York	$81.3M	+$3.01M	1	5.7%	Increased
557	Carmignac Gestion Paris, France	$81.3M	-$59.8M	2	1.21%	Reduced
558	Banque Pictet & Cie Geneva 73, Switzerland	$80.8M	+$1.38M	7	0.47%	Increased
559	AIP ARS Investment Partners New York	$80.6M	-$21.4M	7	5.32%	Reduced
560	Stephens Investment Management Group Houston, Texas	$80.3M	+$1.87M	3	1.04%	Increased
561	Saturna Capital Bellingham, Washington	$79.6M	-$306K	3	1.03%	Reduced
562	AIA Group Hong Kong	$79.6M	+$15.6M	3	1.41%	Increased
563	Adams Diversified Equity Fund Baltimore, Maryland	$79.2M	-$2.73M	2	2.67%	Reduced
564	Horizon Investments Charlotte, North Carolina	$78.7M	+$10.1M	10	1.03%	Increased
565	Cannell & Spears New York	$78.5M	-$2.08M	5	1.48%	Reduced
566	TAM Titleist Asset Management San Antonio, Texas	$78.3M	-$431K	3	6.83%	Reduced
567	J. Safra Sarasin Holding	$78.1M	-$7.41M	8	1.26%	Reduced
568	Simplex Trading Chicago, Illinois	$77.9M	+$51.1M	17	0.04%	Increased
569	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$77.8M	-$370K	3	0.84%	Reduced
570	WTA Washington Trust Advisors Wellesley, Massachusetts	$77.7M	-$5.14M	5	5.91%	Reduced
571	AHC Adell Harriman & Carpenter Houston, Texas	$77.3M	+$1.42M	4	4.7%	Increased
572	GF Greenhouse Funds Baltimore, Maryland	$77.3M	-$1.06M	1	2.83%	Reduced
573	VanEck Associates New York	$77.2M	-$783K	8	0.07%	Reduced
574	Gulf International Bank (UK) London, United Kingdom	$76.9M	-$930K	4	2.52%	Reduced
575	IEFM IQ EQ Fund Management Dublin 2, Ireland	$76.6M	+$21.8M	9	5.19%	Increased