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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
776	PM Plustick Management Charlottesville, Virginia	$58.5M	+$1.2M	2	21.75%	Increased
777	Tower Research Capital (TRC) New York	$58.5M	-$33M	34	1.43%	Reduced
778	Fiduciary Trust Boston, Massachusetts	$58.5M	-$1.8M	9	0.64%	Reduced
779	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$58.4M	+$6.56M	7	2.21%	Increased
780	Picton Mahoney Asset Management Toronto, Ontario, Canada	$58.1M	-$15.3M	12	0.43%	Reduced
781	Allianz Munich, Germany	$58M	+$6.29M	8	0.61%	Increased
782	LGT Group Foundation Vaduz, Liechtenstein	$57.8M	+$101K	4	0.65%	Increased
783	ACM Alta Capital Management Salt Lake City, Utah	$57.7M	+$8.57M	3	4.29%	Increased
784	North Dakota State Investment Board Bismarck, North Dakota	$57.6M	+$2.63M	12	2.34%	Increased
785	NIP Nicholas Investment Partners Rancho Santa Fe, California	$57.1M	-$7.24M	4	3.22%	Reduced
786	Lockheed Martin Investment Management Bethesda, Maryland	$57.1M	-$3.7M	2	2.26%	Reduced
787	Riverbridge Partners Minneapolis, Minnesota	$56.9M	+$5.4M	2	1.59%	Increased
788	Dana Investment Advisors Waukesha, Wisconsin	$56.8M	-$6.41M	9	1.48%	Reduced
789	Bridgeway Capital Management Houston, Texas	$56.5M	-$1.69M	12	0.99%	Reduced
790	OMG One Madison Group New York	$56.4M	-$12.2M	1	5.42%	Reduced
791	SGAM Smith Group Asset Management Dallas, Texas	$56.3M	+$3.46M	6	2.29%	Increased
792	MC Moors & Cabot Boston, Massachusetts	$56.1M	+$2.58M	10	2.18%	Increased
793	CC Covalis Capital London, United Kingdom	$56.1M	-$82.7M	5	3.16%	Reduced
794	RWA Wealth Partners Newton, Massachusetts	$56M	+$4.66M	4	0.54%	Increased
795	TIA Traphagen Investment Advisors Oradell, New Jersey	$56M	-$1.85M	4	4%	Reduced
796	NCA Newbrook Capital Advisors New York	$55.9M	+$8.2M	1	7.55%	Increased
797	OIMU Osmosis Investment Management UK London, United Kingdom	$55.9M	-$50.5M	4	2.59%	Reduced
798	GF Greenhouse Funds Baltimore, Maryland	$55.8M	-$58.6M	1	2.85%	Reduced
799	WhitTier Trust Company Reno, Nevada	$55.5M	+$198K	13	1.04%	Increased
800	First National Bank of Omaha Omaha, Nebraska	$55.4M	-$8.04M	10	1.56%	Reduced