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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	Segall Bryant & Hamill Chicago, Illinois	$8.31M	-$1.11M	6	0.2%	Reduced
402	LSV Asset Management Chicago, Illinois	$8.28M	+$3.19M	5	0.02%	Increased
403	Nordea Investment Management Stockholm, Sweden	$8.22M	-$1.93M	5	0.03%	Reduced
404	Advisors Asset Management Monument, Colorado	$8.13M	-$1.6M	8	0.13%	Reduced
405	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$8.09M	+$195K	1	1.16%	Increased
406	SRC Shufro Rose & Co New York	$8.09M	-$44.3K	2	0.97%	Reduced
407	Korea Investment Corp Seoul, South Korea	$8.02M	-$1.57M	3	0.06%	Reduced
408	AIC AWM Investment Company New York	$8.02M	+$648K	2	1.55%	Increased
409	SC Spitfire Capital Mill Valley, California	$7.95M	$0	1	3.42%	Maintained
410	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.94M	-$669	3	0.17%	Reduced
411	Royal London Asset Management United Kingdom	$7.93M	+$8.13M	1	0.13%	New
412	Marshall Wace London, United Kingdom	$7.91M	+$6.66M	2	0.1%	Increased
413	KAM Keeley Asset Management Chicago, Illinois	$7.83M	+$1.83M	2	0.22%	Increased
414	GS Gagnon Securities New York	$7.82M	+$657K	1	3.83%	Increased
415	EDRI Edmond de Rothschild (Italia) Milano, Italy	$7.81M	-$120K	1	8.41%	Reduced
416	Trexquant Investment Stamford, Connecticut	$7.81M	+$6.29M	6	0.67%	Increased
417	PP Prospector Partners Guilford, Connecticut	$7.74M	+$3.37M	2	1.11%	Increased
418	VHMC Value Holdings Management Company Hampton Bays, New York	$7.69M	+$448K	2	5.57%	Increased
419	PCM Penn Capital Management Philadelphia, Pennsylvania	$7.66M	-$948K	1	0.4%	Reduced
420	CCM Coe Capital Management Highland Park, Illinois	$7.65M	+$7.97M	3	2.83%	Increased
421	FIM Freedom Investment Management Hartford, Connecticut	$7.63M	+$157K	3	0.78%	Increased
422	WHI William Harris Investors Chicago, Illinois	$7.58M	+$3.01M	1	2.14%	Increased
423	RCYC Richard C. Young & Co Newport, Rhode Island	$7.57M	-$117K	1	1.87%	Reduced
424	ETM Euclidean Technologies Management Seattle, Washington	$7.52M	+$1.72M	4	7.87%	Increased
425	SAM Serengeti Asset Management New York	$7.47M	-$1.15M	1	1.29%	Reduced