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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
226	PM Pembroke Management Montreal, Quebec, Canada	$26.4M	-$2.92M	1	2.13%	Reduced
227	Aviva London, United Kingdom	$26.3M	-$6.76K	3	0.2%	Reduced
228	Gabelli Funds Rye, New York	$26.2M	+$2.65M	5	0.16%	Increased
229	GH GAM Holding Zurich, Switzerland	$25.9M	+$2.5M	7	0.4%	Increased
230	JCM Janney Capital Management Pittsburgh, Pennsylvania	$25.8M	-$1.83M	1	1.14%	Reduced
231	CIM Corbyn Investment Management Lutherville, Maryland	$25.7M	-$5.91M	3	7.6%	Reduced
232	VanEck Associates New York	$25.7M	+$2.11M	5	0.2%	Increased
233	SAM Sentinel Asset Management Montpelier, Vermont	$24.7M	+$10.8M	2	0.62%	Increased
234	AGF Investments Inc Toronto, Ontario, Canada	$24.6M	+$4.59M	3	0.3%	Increased
235	CAIMH Central Asset Investments & Management Holdings Hong Kong	$24.1M	+$8.12M	2	10.78%	Increased
236	RIM Ranger Investment Management Dallas, Texas	$24M	-$10M	1	1.42%	Reduced
237	SCM SG Capital Management Chicago, Illinois	$23.5M	+$18.1M	1	5.07%	Increased
238	HCM Hahn Capital Management Walnut Creek, California	$23.4M	-$3.43M	1	2.36%	Reduced
239	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.4M	+$4.48M	2	5.69%	Increased
240	Tudor Investment Corp Stamford, Connecticut	$23.3M	+$20.5M	6	0.65%	Increased
241	JP Morgan Private Wealth Advisors San Francisco, California	$23.2M	+$251K	8	0.24%	Increased
242	Nomura Asset Management Tokyo, Japan	$23.1M	-$336K	3	0.45%	Reduced
243	Mirae Asset Global Investments Seoul, South Korea	$22.8M	+$2.85M	3	0.75%	Increased
244	QI QV Investors Calgary, Alberta, Canada	$22.8M	-$1.64M	1	3.06%	Reduced
245	Impax Asset Management (UK) London, United Kingdom	$22.6M	-$7.06M	2	1.41%	Reduced
246	LPL Financial San Diego, California	$22.5M	+$9.71M	6	0.06%	Increased
247	Obermeyer Wealth Partners Aspen, Colorado	$21.8M	-$10.2M	1	1.99%	Reduced
248	Moore Capital Management New York	$21.8M	+$20.2M	3	0.68%	Increased
249	QF QVT Financial New York	$21.7M	+$5.13M	1	1.22%	Increased
250	Eagle Asset Management St Petersburg, Florida	$21.6M	+$1.2M	3	0.14%	Increased