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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
326	ARTA A.R.T. Advisors New York	$12.4M	+$10.6M	3	0.46%	Increased
327	Panagora Asset Management Boston, Massachusetts	$12.4M	+$1.2M	7	0.07%	Increased
328	OCM Olstein Capital Management Purchase, New York	$12.3M	+$1.91M	1	1.53%	Increased
329	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.3M	-$4.58M	6	0.11%	Reduced
330	MFWM Motley Fool Wealth Management Alexandria, Virginia	$12.3M	+$4.08M	2	1.6%	Increased
331	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.2M	+$2.41M	1	0.15%	Increased
332	NC Northpointe Capital Bloomfield Hills, Michigan	$12.2M	+$1.7M	1	1.59%	Increased
333	Fjarde Ap-fonden Stockholm, Sweden	$12.1M	-$410K	3	0.34%	Reduced
334	AL Airain Ltd St. Peter Port, Guernsey	$12.1M	+$8.93M	3	0.73%	Increased
335	MIM Manitou Investment Management Toronto, Ontario, Canada	$12.1M	+$13.3M	1	5.27%	New
336	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.9M	+$2.35M	3	0.41%	Increased
337	TAM THB Asset Management Norwalk, Connecticut	$11.9M	-$8.47M	2	1.16%	Reduced
338	CAIMH Central Asset Investments & Management Holdings Hong Kong	$11.8M	-$18.4M	1	12.94%	Reduced
339	First Eagle Investment Management New York	$11.8M	$0	1	0.03%	Maintained
340	MTIP Magee Thomson Investment Partners San Diego, California	$11.8M	+$762K	1	3.63%	Increased
341	EULAV Asset Management Sarasota, Florida	$11.8M	-$313K	3	0.67%	Reduced
342	Robeco Schweiz Zurich, Switzerland	$11.7M	+$4.43M	2	1.09%	Increased
343	Clal Insurance Tel-Aviv, Israel	$11.7M	+$12.9M	1	0.3%	New
344	VFM Viking Fund Management Minot, North Dakota	$11.6M	-$2.29M	1	2.04%	Reduced
345	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$11.6M	-$1.69M	2	2.88%	Reduced
346	SM Stratton Management King Of Prussia, Pennsylvania	$11.6M	-$47.1M	1	1.33%	Reduced
347	Whittier Trust South Pasadena, California	$11.4M	+$366K	5	0.55%	Increased
348	HA Heartland Advisors Milwaukee, Wisconsin	$11.3M	-$248K	2	0.41%	Reduced
349	CCM Cupps Capital Management Chicago, Illinois	$11.2M	-$7.46M	1	1.5%	Reduced
350	GAI General American Investors New York	$11.2M	$0	1	1.01%	Maintained