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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
251	PEAK6 Group Chicago, Illinois	$28.7M	+$3.38M	5	0.22%	Increased
252	Thrivent Financial for Lutherans Minneapolis, Minnesota	$28.5M	+$240K	10	0.16%	Increased
253	JP Morgan Private Wealth Advisors San Francisco, California	$28.4M	+$21M	7	0.36%	Increased
254	ZDA Zweig-DiMenna Associates New York	$27.8M	-$922K	3	1.22%	Reduced
255	Aperio Group Sausalito, California	$27.6M	+$3M	8	0.37%	Increased
256	CCM Cornerstone Capital Management Edina, Minnesota	$27.6M	-$8.21M	1	0.9%	Reduced
257	Bank of Montreal Toronto, Ontario, Canada	$27.6M	-$1.1M	15	0.03%	Reduced
258	BCM Basswood Capital Management New York	$27.6M	+$654K	1	1.41%	Increased
259	KIG Kovitz Investment Group Chicago, Illinois	$27.6M	+$29.3M	1	1.41%	New
260	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27.3M	+$12M	2	0.07%	Increased
261	AAP Ardsley Advisory Partners Stamford, Connecticut	$27.2M	-$10M	4	3.59%	Reduced
262	HBK Investments Dallas, Texas	$27M	+$17.7M	3	0.42%	Increased
263	KMC Kirr Marbach & Co Columbus, Indiana	$27M	-$22.4K	2	5.07%	Reduced
264	VAM Visium Asset Management New York	$26.8M	+$17.3M	5	0.4%	Increased
265	VanEck Associates New York	$26.7M	-$2.67M	5	0.14%	Reduced
266	Oppenheimer & Co New York	$26.6M	+$10.1M	6	0.79%	Increased
267	Capital International Sarl Los Angeles, California	$26.6M	-$1.84M	1	1.58%	Reduced
268	Silvercrest Asset Management New York	$26.3M	+$352K	2	0.41%	Increased
269	QI QV Investors Calgary, Alberta, Canada	$26.3M	-$4.81M	1	3.35%	Reduced
270	OIM Oceanic Investment Management Douglas, Isle Of Man	$26.1M	-$15.5M	2	9.53%	Reduced
271	CPIM Columbia Partners Investment Management Alexandria, Virginia	$25.9M	+$10.1M	2	1.32%	Increased
272	MAA Matrix Asset Advisors White Plains, New York	$25.8M	+$4.23M	1	3.01%	Increased
273	KCM Kingdon Capital Management New York	$25.6M	+$26.6M	1	1.15%	New
274	Kennedy Capital Management St Louis, Missouri	$25.4M	+$10.1M	5	0.5%	Increased
275	Klingenstein Fields & Co New York	$25.2M	+$1.26M	1	1.1%	Increased