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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
401	OAM Oxford Asset Management Oxford, United Kingdom	$11.1M	-$11.8M	2	0.28%	Reduced
402	HHC Hutchin Hill Capital New York	$10.8M	-$2.44M	4	0.3%	Reduced
403	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.8M	+$432K	1	1.33%	Increased
404	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.8M	-$2.16M	8	0.08%	Reduced
405	CCM Crestwood Capital Management New York	$10.7M	-$42.5K	1	1.46%	Reduced
406	NIM NXG Investment Management Dallas, Texas	$10.6M	-$10.2M	1	0.27%	Reduced
407	RCM Riverhead Capital Management Wilmington, Delaware	$10.6M	-$1.1M	4	0.16%	Reduced
408	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.6M	+$129K	4	0.21%	Increased
409	Commonwealth Equity Services Waltham, Massachusetts	$10.5M	+$41.4K	4	0.11%	Increased
410	VDBMI Van Den Berg Management I Austin, Texas	$10.5M	+$393K	2	1.09%	Increased
411	GCM Grisanti Capital Management New York	$10.4M	-$16K	1	3.88%	Reduced
412	MCM Marathon Capital Management Hunt Valley, Maryland	$10.3M	-$159K	2	4.58%	Reduced
413	Brown Advisory Baltimore, Maryland	$10.3M	-$231K	5	0.03%	Reduced
414	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$10.2M	-$1.55M	4	2.47%	Reduced
415	CHA Cedar Hill Associates Chicago, Illinois	$10.1M	+$491K	1	1.61%	Increased
416	Granahan Investment Management Waltham, Massachusetts	$9.98M	+$7.49M	2	0.29%	Increased
417	TC TFS Capital West Chester, Pennsylvania	$9.97M	+$8.87M	4	0.98%	Increased
418	DCM Dupont Capital Management Wilmington, Delaware	$9.86M	-$795K	2	0.19%	Reduced
419	PCM Palouse Capital Management Spokane, Washington	$9.79M	+$383K	3	3.45%	Increased
420	Employees Retirement System of Texas Austin, Texas	$9.78M	$0	4	0.13%	Maintained
421	Polar Asset Management Partners Toronto, Ontario, Canada	$9.78M	+$9.79M	1	0.53%	New
422	SC Spitfire Capital Mill Valley, California	$9.73M	+$613K	1	4.07%	Increased
423	Acadian Asset Management Boston, Massachusetts	$9.69M	-$4.37M	3	0.04%	Reduced
424	Johnson Investment Counsel Cincinnati, Ohio	$9.63M	-$21.9M	4	0.32%	Reduced
425	GS Gagnon Securities New York	$9.61M	-$94.3K	1	3.19%	Reduced