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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	Saturna Capital Bellingham, Washington	$46.5M	-$128K	2	0.61%	Reduced
577	Dodge & Cox San Francisco, California	$46.5M	-$101K	1	0.03%	Reduced
578	Kennedy Capital Management St Louis, Missouri	$46.4M	-$5.18M	7	1.02%	Reduced
579	Glenview Capital Management New York	$46.2M	-$17.4M	1	0.89%	Reduced
580	Rokos Capital Management (UK) London, United Kingdom	$46.1M	$0	2	0.75%	Maintained
581	Samlyn Capital New York	$45.9M	-$1.28M	1	0.69%	Reduced
582	Covea Finance Paris, France	$45.9M	+$24.9M	2	2.01%	Increased
583	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$45.7M	-$883K	1	0.15%	Reduced
584	VWA Visionary Wealth Advisors O'fallon, Illinois	$45.6M	-$765K	4	2.77%	Reduced
585	Independent Advisor Alliance Charlotte, North Carolina	$45.2M	+$5.97M	5	1.64%	Increased
586	Twin Tree Management Dallas, Texas	$44.8M	-$29.9M	3	0.09%	Reduced
587	Chicago Capital Chicago, Illinois	$44.7M	+$1.4M	5	1.24%	Increased
588	Liontrust Investment Partners London, United Kingdom	$44.6M	$0	3	0.63%	Maintained
589	Norinchukin Bank Tokyo, Japan	$44.6M	+$5.08M	5	1.05%	Increased
590	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$44.6M	+$19.9M	6	2.75%	Increased
591	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$44.5M	-$34.9M	4	0.45%	Reduced
592	Engineers Gate Manager New York	$44.5M	-$2.3M	19	0.87%	Reduced
593	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$44.4M	+$6.36M	3	5.68%	Increased
594	AC Albar Capital London, United Kingdom	$44.4M	+$21.6M	1	9.98%	Increased
595	Kornitzer Capital Management Shawnee Mission, Kansas	$44.4M	+$1.77M	6	0.82%	Increased
596	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$44.2M	+$350K	3	1.89%	Increased
597	Orbis Allan Gray Hamilton, Bermuda	$44.2M	-$1.38M	1	0.23%	Reduced
598	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$44.2M	-$7.38M	1	2.95%	Reduced
599	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$44.1M	-$1.31M	4	0.89%	Reduced
600	Stephens Inc Little Rock, Arkansas	$44M	-$9.28M	8	0.62%	Reduced