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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
351	BB&T Securities Richmond, Virginia	$16.8M	+$1.99M	3	0.24%	Increased
352	CC Cadinha & Co Honolulu, Hawaii	$16.8M	-$599K	1	2.92%	Reduced
353	AQR Arbitrage Greenwich, Connecticut	$16.6M	+$15.2M	1	0.18%	New
354	Kornitzer Capital Management Shawnee Mission, Kansas	$16.6M	-$20.7K	2	0.29%	Reduced
355	DF Donoghue Forlines Boston, Massachusetts	$16.3M	+$16M	1	1.85%	New
356	KMC Kirr Marbach & Co Columbus, Indiana	$16.3M	-$149K	1	3.63%	Reduced
357	Advisors Asset Management Monument, Colorado	$16.3M	+$691K	9	0.27%	Increased
358	CEP Chicago Equity Partners Chicago, Illinois	$15.9M	-$6.43M	5	0.43%	Reduced
359	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.9M	-$58.8K	1	1.82%	Reduced
360	O'Shaughnessy Asset Management Stamford, Connecticut	$15.9M	-$7.41M	5	0.37%	Reduced
361	Robeco Schweiz Zurich, Switzerland	$15.7M	-$2.12M	2	1.31%	Reduced
362	CI Global Investments Oakland, California	$15.6M	+$15.3M	1	0.3%	New
363	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.6M	+$859K	2	0.04%	Increased
364	State of New Jersey Common Pension Fund D Trenton, New Jersey	$15.5M	-$3.05M	3	0.06%	Reduced
365	AAP Ardsley Advisory Partners Stamford, Connecticut	$15.5M	+$7.64M	2	2.41%	Increased
366	CIBC World Market Toronto, Ontario, Canada	$15.5M	+$3.08M	6	0.07%	Increased
367	GIM GCA Investment Management New York	$15.4M	+$17M	1	2.93%	New
368	OCM Olstein Capital Management Purchase, New York	$15.4M	+$8.28M	1	1.95%	Increased
369	WI Wafra Inc New York	$15.2M	-$2.63M	1	0.77%	Reduced
370	Squarepoint New York	$15.1M	+$2.99M	9	0.3%	Increased
371	MCM Matarin Capital Management New York	$15M	+$62.7K	2	1.39%	Increased
372	BCM Beddow Capital Management Jackson, Wyoming	$14.8M	-$151K	2	6%	Reduced
373	Spot Trading Chicago, Illinois	$14.8M	+$13.2M	4	0.29%	Increased
374	SFM Systematic Financial Management Teaneck, New Jersey	$14.7M	+$10.5M	4	0.27%	Increased
375	GAI General American Investors New York	$14.7M	$0	1	1.49%	Maintained