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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
601	WAM World Asset Management Detroit, Michigan	$14.6M	-$641K	7	1.31%	Reduced
602	HCS Himension Capital (Singapore) Singapore	$14.6M	+$2.6M	1	3.15%	Increased
603	Third Point New York	$14.5M	+$2.95M	1	0.1%	Increased
604	OFCM One Fin Capital Management San Francisco, California	$14.4M	-$1.56M	1	5.55%	Reduced
605	BCM Bayesian Capital Management Brooklyn, New York	$14.4M	+$9.61M	7	3.31%	Increased
606	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14.4M	-$3.77M	1	0.34%	Reduced
607	FIA FNY Investment Advisers New York	$14.4M	+$10.3M	4	5.36%	Increased
608	Atria Investments Charlotte, North Carolina	$14.3M	+$1.56M	4	0.32%	Increased
609	Hancock Whitney Gulfport, Mississippi	$14.3M	-$14.7K	9	0.48%	Reduced
610	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$14.3M	+$1.39M	2	0.82%	Increased
611	Robeco Schweiz Zurich, Switzerland	$14.3M	-$2.87M	1	0.22%	Reduced
612	EAM Evanson Asset Management Carmel, California	$14.2M	-$1.06M	1	2.1%	Reduced
613	Causeway Capital Management Los Angeles, California	$14.2M	-$11.6M	1	0.28%	Reduced
614	Freestone Capital Holdings Seattle, Washington	$14.2M	+$1.71M	4	0.77%	Increased
615	QIM Quest Investment Management Lake Oswego, Oregon	$14.1M	+$12.3M	1	1.29%	Increased
616	CCP Corient Capital Partners Newport Beach, California	$14.1M	+$637K	3	1.21%	Increased
617	CIA CCM Investment Advisers Columbia, South Carolina	$14M	+$866K	1	1.9%	Increased
618	IP Intellectus Partners San Francisco, California	$14M	-$2.28M	1	3.85%	Reduced
619	NewEdge Advisors New Orleans, Louisiana	$14M	-$773K	2	0.42%	Reduced
620	Carnegie Investment Counsel Pepper Pike, Ohio	$14M	+$92.6K	3	0.59%	Increased
621	SCA Snowden Capital Advisors New York	$14M	+$2.84M	5	0.8%	Increased
622	Prospera Financial Services Dallas, Texas	$14M	+$2.18M	3	0.83%	Increased
623	Associated Banc-Corp Green Bay, Wisconsin	$13.9M	+$2.91M	2	0.86%	Increased
624	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.9M	-$29.5M	2	0.03%	Reduced
625	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.9M	+$5.02M	2	0.66%	Increased