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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
201	QS Investors New York	$51.1M	+$7.22M	11	0.51%	Increased
202	DekaBank Deutsche Girozentrale Frankfurt, Germany	$50.8M	-$3.29M	8	0.31%	Reduced
203	Comerica Bank Dallas, Texas	$50.8M	-$867K	13	0.38%	Reduced
204	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$50.6M	+$1.82M	3	0.16%	Increased
205	PCM Polaris Capital Management Boston, Massachusetts	$50.4M	+$715K	1	2.08%	Increased
206	Janney Montgomery Scott Philadelphia, Pennsylvania	$49.7M	-$1.21M	10	0.33%	Reduced
207	Nomura Holdings Tokyo, Japan	$49.3M	+$8.34M	4	0.18%	Increased
208	Jacobs Levy Equity Management Florham Park, New Jersey	$49.1M	-$4.02M	6	0.48%	Reduced
209	EWA Evolution Wealth Advisors Aventura, Florida	$49M	-$49.8M	3	12.26%	Reduced
210	Jane Street New York	$48.8M	+$18.6M	9	0.07%	Increased
211	WC Wexford Capital West Palm Beach, Florida	$48.5M	+$94.3K	1	7.47%	Increased
212	Wedge Capital Management Charlotte, North Carolina	$48.4M	-$902K	5	0.54%	Reduced
213	AAM ACK Asset Management Greenwich, Connecticut	$48.3M	-$3.39M	2	14.02%	Reduced
214	Guggenheim Capital Chicago, Illinois	$47.5M	-$2.51M	9	0.36%	Reduced
215	ACI AMP Capital Investors Sydney, Australia	$47.1M	+$5.81M	6	0.26%	Increased
216	AR Advisory Research Chicago, Illinois	$47M	+$31M	3	2.16%	Increased
217	HighTower Advisors Chicago, Illinois	$46.5M	-$694K	4	0.28%	Reduced
218	Hood River Capital Management Palm Beach Gardens, Florida	$46.4M	-$6.17M	2	2.01%	Reduced
219	CRCP Copper Rock Capital Partners Boston, Massachusetts	$45.8M	-$1.32M	2	3.47%	Reduced
220	ALPS Advisors Denver, Colorado	$45.6M	-$2.85M	7	0.36%	Reduced
221	Winton Group London, United Kingdom	$45M	+$5.59M	8	0.63%	Increased
222	Gabelli Funds Rye, New York	$44.8M	-$1.52M	7	0.29%	Reduced
223	Alyeska Investment Group Chicago, Illinois	$44.5M	+$11.4M	3	0.59%	Increased
224	Folketrygdfondet Oslo Norway, Norway	$44.2M	-$19.9M	1	1.44%	Reduced
225	Simplex Trading Chicago, Illinois	$43.8M	+$31.4M	10	0.1%	Increased