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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	JIR James Investment Research Alpha, Ohio	$18.5M	-$6.32M	4	0.69%	Reduced
327	PC Pier Capital Stamford, Connecticut	$18.3M	-$508K	3	3.14%	Reduced
328	Xact Kapitalforvaltning Stockholm, Sweden	$18.3M	+$2.07M	9	0.41%	Increased
329	JP Morgan Private Wealth Advisors San Francisco, California	$18.2M	+$1.66M	5	0.12%	Increased
330	Ferguson Wellman Capital Management Portland, Oregon	$18.1M	+$32.7K	1	0.64%	Increased
331	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18M	+$591K	1	0.83%	Increased
332	Kornitzer Capital Management Shawnee Mission, Kansas	$17.9M	+$224K	2	0.31%	Increased
333	DF Donoghue Forlines Boston, Massachusetts	$17.8M	-$678K	2	1.54%	Reduced
334	South Dakota Investment Council Sioux Falls, South Dakota	$17.6M	-$13.2K	5	0.4%	Reduced
335	CTI Community Trust & Investment Versailles, Kentucky	$17.5M	+$2.59M	1	2.12%	Increased
336	FTCM Fir Tree Capital Management New York	$17.4M	$0	1	0.72%	Maintained
337	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$17.4M	-$3.97M	1	0.6%	Reduced
338	Churchill Management Los Angeles, California	$17.3M	-$483K	1	0.5%	Reduced
339	Whittier Trust South Pasadena, California	$17.3M	+$400K	4	0.58%	Increased
340	Korea Investment Corp Seoul, South Korea	$17.3M	+$154K	2	0.08%	Increased
341	GD Grandfield & Dodd New York	$17M	+$195K	2	1.9%	Increased
342	State of Tennessee, Department of Treasury Nashville, Tennessee	$16.8M	-$12M	6	0.09%	Reduced
343	Driehaus Capital Management Chicago, Illinois	$16.7M	+$1.76M	3	0.59%	Increased
344	Public Employees Retirement Association of Colorado Denver, Colorado	$16.7M	-$764K	9	0.11%	Reduced
345	AGC Angelo Gordon & Co New York	$16.6M	+$16.6M	1	0.87%	New
346	First National Bank of Omaha Omaha, Nebraska	$16.5M	+$6.33M	4	0.99%	Increased
347	WI Wafra Inc New York	$16.5M	+$2.32M	1	0.75%	Increased
348	DA Denali Advisors San Diego, California	$16.5M	-$513K	4	2.65%	Reduced
349	Utah Retirement Systems Salt Lake City, Utah	$16.5M	-$53.6K	6	0.35%	Reduced
350	CC Cadinha & Co Honolulu, Hawaii	$16.5M	-$213K	1	3.32%	Reduced