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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
651	Point72 Middle East FZE Dubai, United Arab Emirates	$14.9M	+$19.5M	11	0.65%	New
652	Waverton Investment Management London, United Kingdom	$14.9M	+$14.8M	1	0.55%	New
653	WAM Wilson Asset Management Sydney, Australia	$14.8M	$0	1	4.49%	Maintained
654	HAM Hao Advisors Management Hong Kong	$14.8M	+$22.7M	1	6.38%	New
655	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$14.7M	$0	3	1.28%	Maintained
656	Lombard Odier Asset Management (USA) New York	$14.7M	+$8.42M	4	0.38%	Increased
657	Willis Investment Counsel Gainesville, Georgia	$14.7M	$0	1	0.94%	Maintained
658	Brinker Capital Investments Berwyn, Pennsylvania	$14.7M	-$720K	7	0.29%	Reduced
659	Cannell & Co New York	$14.5M	-$1.95M	1	0.52%	Reduced
660	Centiva Capital New York	$14.5M	+$12M	4	0.41%	Increased
661	MUFG Securities EMEA London, United Kingdom	$14.5M	-$98.2M	1	0.24%	Reduced
662	Reynders McVeigh Capital Management Boston, Massachusetts	$14.5M	-$1.49M	2	1.07%	Reduced
663	Raymond James Trust St. Petersburg, Florida	$14.5M	-$302K	7	0.49%	Reduced
664	Lowe Brockenbrough & Co Richmond, Virginia	$14.4M	+$192K	2	1.25%	Increased
665	Neumeier Poma Investment Counsel Carmel, California	$14.4M	-$26.5M	1	1.34%	Reduced
666	Walleye Capital New York	$14.3M	-$15.1M	7	0.26%	Reduced
667	Merewether Investment Management Dallas, Texas	$14.3M	+$13M	1	1.39%	Increased
668	Sirios Capital Management Boston, Massachusetts	$14.2M	-$2.22M	2	2.62%	Reduced
669	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.2M	+$594K	3	0.67%	Increased
670	Banco Santander Madrid, Spain	$14.2M	-$470M	1	0.21%	Reduced
671	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$14.1M	-$1.15M	5	0.8%	Reduced
672	FineMark National Bank & Trust Fort Myers, Florida	$14M	-$866K	3	0.63%	Reduced
673	Beck Mack & Oliver New York	$14M	-$7.2K	2	0.41%	Reduced
674	Cantor Fitzgerald New York	$14M	-$44.5M	3	0.3%	Reduced
675	Formuepleje A/S Aarhus C, Denmark	$13.9M	+$2.92M	2	1.17%	Increased