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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
376	AH Achievement Holdings Chicago, Illinois	$13.4M	-$9.25M	1	0.6%	Reduced
377	Edmond de Rothschild Asset Management (France) Paris, France	$13.4M	+$12.6M	1	0.36%	New
378	Meyer Handelman Company Rye Brook, New York	$13.3M	-$49.4K	2	0.61%	Reduced
379	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$13.2M	+$11.8M	3	1.77%	New
380	Suntrust Banks Atlanta, Georgia	$13.1M	-$64.7K	5	0.08%	Reduced
381	HA Heartland Advisors Milwaukee, Wisconsin	$13.1M	+$2.6M	3	0.36%	Increased
382	CCM Crestwood Capital Management New York	$12.9M	+$604K	1	2.02%	Increased
383	NIM NXG Investment Management Dallas, Texas	$12.8M	+$2.13M	1	0.34%	Increased
384	RCM Riverhead Capital Management Wilmington, Delaware	$12.8M	+$2.41M	4	0.19%	Increased
385	HBK Investments Dallas, Texas	$12.7M	-$4.36M	1	0.13%	Reduced
386	Ladenburg Thalmann Financial Services Miami, Florida	$12.6M	+$818K	15	0.23%	Increased
387	PIA Piedmont Investment Advisors Durham, North Carolina	$12.5M	+$12.2M	2	0.26%	New
388	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.5M	-$475K	3	0.4%	Reduced
389	CCMH Cornerstone Capital Management Holdings New York	$12.5M	-$9.38K	4	0.11%	Reduced
390	HA Halsey Associates New Haven, Connecticut	$12.4M	-$301K	2	2.77%	Reduced
391	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.4M	-$1.09M	2	1.67%	Reduced
392	HHC Hutchin Hill Capital New York	$12.4M	+$1.49M	3	0.32%	Increased
393	Utah Retirement Systems Salt Lake City, Utah	$12.4M	-$121K	5	0.33%	Reduced
394	ECM Estabrook Capital Management New York	$12.2M	-$1.12M	1	1.52%	Reduced
395	MCM McRae Capital Management Morristown, New Jersey	$12.2M	+$3.84M	2	5.69%	Increased
396	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.1M	-$532K	6	0.14%	Reduced
397	Korea Investment Corp Seoul, South Korea	$12M	$0	2	0.1%	Maintained
398	SAM Serengeti Asset Management New York	$12M	-$1.89M	1	1.09%	Reduced
399	Disciplined Growth Investors Minneapolis, Minnesota	$12M	-$20.2M	1	0.29%	Reduced
400	MTIP Magee Thomson Investment Partners San Diego, California	$11.9M	-$771K	1	3.45%	Reduced