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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	Capital Advisors Inc Tulsa, Oklahoma	$14.8M	$0	1	0.73%	Maintained
377	Peregrine Capital Management Minneapolis, Minnesota	$14.6M	-$3.04M	1	0.4%	Reduced
378	Cambridge Investment Research Advisors Fairfield, Iowa	$14.4M	+$707K	8	0.13%	Increased
379	GS Gagnon Securities New York	$14.3M	-$181K	1	3.39%	Reduced
380	DIA Dean Investment Associates Beavercreek, Ohio	$14.3M	-$2.54M	4	2.1%	Reduced
381	TIP Torray Investment Partners Bethesda, Maryland	$14.3M	-$16.1K	1	1.55%	Reduced
382	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.2M	+$60.5K	2	1.51%	Increased
383	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$14.2M	-$2.88M	4	0.13%	Reduced
384	1M 13D Management New York	$14.1M	+$625K	1	4.65%	Increased
385	Advisors Asset Management Monument, Colorado	$14.1M	-$118K	12	0.26%	Reduced
386	Associated Banc-Corp Green Bay, Wisconsin	$14.1M	+$315K	1	0.76%	Increased
387	BDS Banco de Sabadell Miami, Florida	$14.1M	+$1.02M	5	1.96%	Increased
388	MCIM Meadow Creek Investment Management Atlanta, Georgia	$14.1M	-$5.73M	8	0.28%	Reduced
389	Polar Asset Management Partners Toronto, Ontario, Canada	$14M	+$12M	2	0.25%	Increased
390	Eastern Bank Boston, Massachusetts	$14M	+$259K	1	0.87%	Increased
391	Manning & Napier Group Fairport, New York	$13.9M	+$21.6K	1	0.16%	Increased
392	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.6M	-$19.2M	2	0.03%	Reduced
393	MCM Matarin Capital Management New York	$13.6M	+$4.48M	2	1.03%	Increased
394	Penserra Capital Management Orinda, California	$13.5M	+$11.5M	3	1.15%	Increased
395	BB&T Securities Richmond, Virginia	$13.4M	-$4.36M	6	0.12%	Reduced
396	MSL Mackay Shields LLC New York	$13.4M	-$2.33M	7	0.08%	Reduced
397	Oppenheimer Asset Management New York	$13.2M	+$284K	11	0.29%	Increased
398	SCM SIR Capital Management New York	$13.1M	+$6.47M	1	3.21%	Increased
399	PIA Piedmont Investment Advisors Durham, North Carolina	$13M	+$233K	7	0.5%	Increased
400	KC Kepos Capital New York	$13M	-$10.4M	4	1.28%	Reduced