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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
576	Rathbones Group Liverpool, United Kingdom	$29.8M	-$1.22M	4	0.17%	Reduced
577	PFM Privium Fund Management Amsterdam, Netherlands	$29.7M	+$9.91M	1	7.93%	Increased
578	Edmond de Rothschild Holding Chambesy, Switzerland	$29.7M	-$845K	8	0.49%	Reduced
579	Meiji Yasuda Life Insurance Tokyo, Japan	$29.6M	+$3.76M	4	0.63%	Increased
580	Cubist Systematic Strategies Stamford, Connecticut	$29.5M	-$5.16M	11	0.17%	Reduced
581	Engineers Gate Manager New York	$29.5M	+$1.09M	19	0.78%	Increased
582	Vestmark Advisory Solutions Wakefield, Massachusetts	$29.4M	+$9.69M	4	1.26%	Increased
583	NCGI Next Century Growth Investors Plymouth, Minnesota	$29.3M	+$484K	3	2.54%	Increased
584	WesBanco Bank Wheeling, West Virginia	$29.2M	+$4.16M	3	1.1%	Increased
585	SCA Snowden Capital Advisors New York	$29.2M	+$7.05M	8	0.91%	Increased
586	W.H. Reaves & Co Jersey City, New Jersey	$29.1M	+$24.8M	1	1.03%	New
587	Chicago Capital Chicago, Illinois	$29.1M	+$10.6M	4	0.89%	Increased
588	SCM SIR Capital Management New York	$28.9M	+$25.3M	3	2.91%	Increased
589	NEOS Investment Management Westport, Connecticut	$28.8M	+$7.56M	5	1.78%	Increased
590	PCM Portolan Capital Management Boston, Massachusetts	$28.7M	+$14.4M	2	2.19%	Increased
591	Axiom Investors Greenwich, Connecticut	$28.5M	-$20M	2	0.25%	Reduced
592	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$28.5M	+$2.86M	2	2%	Increased
593	TAMH Taikang Asset Management (HK) Hong Kong	$28.3M	+$4.36M	1	5.97%	Increased
594	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$28.2M	+$28.4M	8	1.32%	Increased
595	SCM Silvant Capital Management Atlanta, Georgia	$28.2M	+$13.9K	3	1.35%	Increased
596	MLICM Metropolitan Life Insurance Company (MetLife) New York	$28.2M	-$330K	19	1.23%	Reduced
597	Capital Advisors Inc Tulsa, Oklahoma	$28.1M	+$227K	2	0.6%	Increased
598	Cartenna Capital Stamford, Connecticut	$28.1M	-$31.4M	1	1.54%	Reduced
599	ExodusPoint Capital Management New York	$28.1M	-$41.3M	12	0.21%	Reduced
600	CIA CCM Investment Advisers Columbia, South Carolina	$28.1M	-$8.71M	2	3.36%	Reduced