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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
AWA
Artemis Wealth Advisors
New York
$20.9M +$16.3M 2 7.55% New
352
PTC
Philadelphia Trust Company
Pennsylvania
$20.8M -$3.01M 2 1.78% Reduced
353
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$20.4M +$9.53M 2 0.16% Increased
354
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$20M +$2.94M 1 0.87% Increased
355
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$19.9M -$26.1M 7 0.02% Reduced
356
Channing Capital Management
Channing Capital Management
Illinois
$19.8M -$24.3M 1 0.92% Reduced
357
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$19.8M +$832K 3 0.95% Increased
358
Jefferies Group
Jefferies Group
New York
$19.8M -$8.09M 7 0.15% Reduced
359
MSA
Mason Street Advisors
Wisconsin
$19.7M +$734K 11 0.38% Increased
360
AWAM
Appian Way Asset Management
New York
$19.5M +$19.8M 2 9.39% New
361
Wolverine Asset Management
Wolverine Asset Management
Illinois
$19.5M +$10.1M 3 0.23% Increased
362
SCM
SIR Capital Management
New York
$19.5M +$5.47M 2 3.66% Increased
363
Nomura Asset Management
Nomura Asset Management
Japan
$19.5M -$1.31M 2 0.17% Reduced
364
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.4M +$1.82M 5 0.25% Increased
365
HA
Heartland Advisors
Wisconsin
$19.4M -$7.1M 3 1.43% Reduced
366
FA
Friess Associates
Delaware
$19.4M +$19.9M 1 1.35% New
367
Advisor Group
Advisor Group
Arizona
$19.3M +$172K 21 0.13% Increased
368
ECM
Engine Capital Management
New York
$19.3M -$204K 1 7.52% Reduced
369
Whittier Trust
Whittier Trust
California
$19.1M -$462K 8 0.5% Reduced
370
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$19M +$181K 8 0.15% Increased
371
DP
DSAM Partners
United Kingdom
$18.9M +$14.7M 1 4.33% New
372
Oppenheimer & Co
Oppenheimer & Co
New York
$18.9M +$4.13M 5 0.47% Increased
373
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$18.9M +$10.9K 1 1.65% Increased
374
Driehaus Capital Management
Driehaus Capital Management
Illinois
$18.8M -$1.91M 3 0.5% Reduced
375
Yacktman Asset Management
Yacktman Asset Management
Texas
$18.8M -$8.52M 1 0.24% Reduced
13 14
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