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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	CIBC World Markets New York	$22.5M	-$8.76M	3	0.16%	Reduced
302	CIBC Private Wealth Group Atlanta, Georgia	$22.5M	-$1.74M	9	0.1%	Reduced
303	AQR Arbitrage Greenwich, Connecticut	$22.4M	-$13.8M	2	0.27%	Reduced
304	Nisa Investment Advisors St. Louis, Missouri	$22.4M	-$905K	11	0.23%	Reduced
305	CCM Criterion Capital Management San Francisco, California	$22.1M	+$6.54M	1	1.33%	Increased
306	VanEck Associates New York	$22.1M	+$671K	5	0.11%	Increased
307	Anchor Capital Advisors Boston, Massachusetts	$22M	+$180K	2	0.78%	Increased
308	TPSF Texas Permanent School Fund Austin, Texas	$22M	-$1.11M	7	0.27%	Reduced
309	Ruffer LLP London, United Kingdom	$21.9M	-$15.3M	1	0.89%	Reduced
310	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$21.4M	+$18.6M	2	0.21%	Increased
311	GH GAM Holding Zurich, Switzerland	$21.4M	+$3.36M	7	0.66%	Increased
312	BB&T Securities Richmond, Virginia	$21.3M	+$407K	4	0.28%	Increased
313	United Capital Financial Advisors Irving, Texas	$21.1M	-$412K	5	0.17%	Reduced
314	Creative Planning Overland Park, Kansas	$21M	-$219K	4	0.09%	Reduced
315	SCM Stevens Capital Management Radnor, Pennsylvania	$20.8M	+$16.3M	5	0.81%	Increased
316	Envestnet Asset Management Chicago, Illinois	$20.4M	+$2.99M	12	0.05%	Increased
317	PC Pier Capital Stamford, Connecticut	$20.4M	+$793K	3	3.49%	Increased
318	BA Boston Advisors Boston, Massachusetts	$20.2M	-$4.81M	2	0.44%	Reduced
319	OCM Olstein Capital Management Purchase, New York	$20M	+$1.34M	2	2.55%	Increased
320	CC Cannell & Co New York	$19.8M	-$15.4M	1	0.68%	Reduced
321	Fidelity International Hamilton, Bermuda	$19.8M	-$3M	2	0.06%	Reduced
322	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$19.8M	+$2.69M	5	0.06%	Increased
323	Bowen Hanes & Co Ponte Vedra Beach, Florida	$19.7M	+$16.2M	1	0.88%	Increased
324	GIM GCA Investment Management New York	$19.6M	-$1.71M	1	3.63%	Reduced
325	SCP Sandhill Capital Partners Buffalo, New York	$19.6M	+$137K	2	3.49%	Increased