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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
301	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.1M	-$171K	1	2.67%	Reduced
302	CIM Corbyn Investment Management Lutherville, Maryland	$22.1M	-$8.11M	3	7.03%	Reduced
303	Fidelity International Hamilton, Bermuda	$21.9M	-$13.7M	2	0.06%	Reduced
304	VanEck Associates New York	$21.9M	-$6.87K	5	0.11%	Reduced
305	HA Heartland Advisors Milwaukee, Wisconsin	$21.9M	+$2.03M	3	1.42%	Increased
306	Tocqueville Asset Management New York	$21.8M	+$2.33M	5	0.25%	Increased
307	TPSF Texas Permanent School Fund Austin, Texas	$21.8M	-$81.7K	7	0.28%	Reduced
308	Putnam Investments Boston, Massachusetts	$21.8M	-$23M	5	0.05%	Reduced
309	Arizona State Retirement System Phoenix, Arizona	$21.7M	+$2.85M	8	0.26%	Increased
310	ARK Investment Management St. Petersburg, Florida	$21.6M	+$8.86M	1	2.64%	Increased
311	Fjarde Ap-fonden Stockholm, Sweden	$21.6M	+$253K	2	0.41%	Increased
312	Anchor Capital Advisors Boston, Massachusetts	$21.4M	-$86.3K	2	0.77%	Reduced
313	JIR James Investment Research Alpha, Ohio	$21.1M	-$746K	5	0.71%	Reduced
314	United Capital Financial Advisors Irving, Texas	$21M	+$900K	6	0.18%	Increased
315	Foresters Investment Management New York	$20.9M	+$7.19M	3	0.34%	Increased
316	SAM Scopus Asset Management New York	$20.2M	+$4.62M	2	0.21%	Increased
317	Natixis Paris, France	$20.1M	-$12.9M	6	0.19%	Reduced
318	BB&T Securities Richmond, Virginia	$19.9M	+$3.13M	4	0.27%	Increased
319	South Dakota Investment Council Sioux Falls, South Dakota	$19.9M	+$226K	5	0.4%	Increased
320	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.8M	-$6.23M	3	2.38%	Reduced
321	Banco Santander Madrid, Spain	$19.7M	+$3.42M	1	0.32%	Increased
322	LPU Lansdowne Partners (UK) London, United Kingdom	$19.7M	+$16.4M	1	0.21%	Increased
323	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.5M	+$1.31M	2	1%	Increased
324	PC Pier Capital Stamford, Connecticut	$19.4M	+$6.3M	3	3.36%	Increased
325	Robeco Schweiz Zurich, Switzerland	$19.1M	+$2.16M	2	1.47%	Increased