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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	1M 13D Management New York	$9.09M	+$402K	1	3.74%	Increased
402	GAMCO Investors Greenwich, Connecticut	$9.05M	+$417K	5	0.06%	Increased
403	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.99M	+$1.03M	6	0.1%	Increased
404	ArrowMark Colorado Holdings Denver, Colorado	$8.98M	-$24.5M	1	0.18%	Reduced
405	VHMC Value Holdings Management Company Hampton Bays, New York	$8.97M	+$172K	2	5.76%	Increased
406	Edmond de Rothschild Holding Chambesy, Switzerland	$8.92M	-$26.8M	5	0.29%	Reduced
407	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.92M	+$191K	8	0.26%	Increased
408	CIBC World Market Toronto, Ontario, Canada	$8.68M	+$717K	5	0.04%	Increased
409	SC Shellback Capital Boston, Massachusetts	$8.58M	+$8.53M	1	1.1%	New
410	Barings Charlotte, North Carolina	$8.57M	+$1.2M	5	0.22%	Increased
411	Cohen & Steers New York	$8.53M	+$30.7K	1	0.02%	Increased
412	IRF IBM Retirement Fund Armonk, New York	$8.46M	+$444K	6	0.3%	Increased
413	Bridgeway Capital Management Houston, Texas	$8.44M	+$18.9K	5	0.13%	Increased
414	LM Luminus Management Houston, Texas	$8.42M	-$164K	2	0.24%	Reduced
415	Virtu KCG Holdings New York	$8.37M	-$1.27M	10	0.17%	Reduced
416	PP Prospector Partners Guilford, Connecticut	$8.35M	-$4.18M	2	1.42%	Reduced
417	RCYC Richard C. Young & Co Newport, Rhode Island	$8.25M	-$181K	1	1.83%	Reduced
418	Foresters Investment Management New York	$8.2M	+$82K	2	0.16%	Increased
419	FA Friess Associates Greenville, Delaware	$8.16M	+$8.11M	1	0.83%	New
420	Ladenburg Thalmann Financial Services Miami, Florida	$8.13M	+$169K	18	0.13%	Increased
421	Martingale Asset Management Boston, Massachusetts	$8.01M	+$527K	5	0.13%	Increased
422	ExxonMobil Investment Management Irving, Texas	$7.99M	+$423K	2	0.17%	Increased
423	Wilmington Savings Fund Society Wilmington, Delaware	$7.92M	-$22.8K	1	0.5%	Reduced
424	Advisors Asset Management Monument, Colorado	$7.91M	-$505K	9	0.13%	Reduced
425	Thornburg Investment Management Santa Fe, New Mexico	$7.83M	+$8.39M	1	0.06%	New