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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	PFU Parus Finance (UK) London, United Kingdom	$14.2M	+$1.41M	1	2.74%	Increased
327	ProShare Advisors Bethesda, Maryland	$14.1M	+$208K	6	0.18%	Increased
328	Public Employees Retirement Association of Colorado Denver, Colorado	$14.1M	-$857K	8	0.12%	Reduced
329	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$13.8M	+$2.33M	1	0.12%	Increased
330	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$13.6M	+$10.2M	2	0.6%	Increased
331	Copeland Capital Management Conshohocken, Pennsylvania	$13.6M	+$29.3K	1	0.93%	Increased
332	SCP Sandhill Capital Partners Buffalo, New York	$13.4M	+$294K	2	4.18%	Increased
333	ACM Argent Capital Management St Louis, Missouri	$13.3M	+$3.32M	3	0.6%	Increased
334	Anchor Capital Advisors Boston, Massachusetts	$13.3M	-$291K	2	0.34%	Reduced
335	Quadrature Capital London, United Kingdom	$13.2M	-$956K	5	0.98%	Reduced
336	Hood River Capital Management Palm Beach Gardens, Florida	$13.2M	-$2.04M	1	1.76%	Reduced
337	Commonwealth Equity Services Waltham, Massachusetts	$13.1M	+$2.24M	6	0.11%	Increased
338	GAI General American Investors New York	$13.1M	$0	1	1.36%	Maintained
339	CC Cipher Capital New York	$13.1M	+$8.03M	4	0.92%	Increased
340	CIM Calvert Investment Management Bethesda, Maryland	$12.8M	+$2.41M	6	0.51%	Increased
341	WIM Wilen Investment Management Bonita Springs, Florida	$12.7M	-$564K	2	8.33%	Reduced
342	Fjarde Ap-fonden Stockholm, Sweden	$12.6M	-$1.11M	2	0.29%	Reduced
343	RCIM Russell Clark Investment Management London, United Kingdom	$12.4M	+$13.3M	1	2.71%	New
344	GD Grandfield & Dodd New York	$12.4M	+$378K	2	1.74%	Increased
345	Capital International Sarl Los Angeles, California	$12.4M	-$1.6M	1	1.05%	Reduced
346	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$12.4M	+$3.03M	1	1.65%	Increased
347	EULAV Asset Management Sarasota, Florida	$12.3M	-$114K	3	0.68%	Reduced
348	Utah Retirement Systems Salt Lake City, Utah	$12.2M	+$798K	6	0.32%	Increased
349	MFWM Motley Fool Wealth Management Alexandria, Virginia	$12.2M	+$77.3K	2	1.34%	Increased
350	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.2M	-$110M	7	0.01%	Reduced