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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	Associated Banc-Corp Green Bay, Wisconsin	$16.4M	+$333K	2	0.82%	Increased
402	PIA Piedmont Investment Advisors Durham, North Carolina	$16.4M	+$106K	8	0.57%	Increased
403	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$16.4M	-$2.68B	1	0.75%	Reduced
404	Kennedy Capital Management St Louis, Missouri	$16.4M	+$797K	3	0.4%	Increased
405	SJIC St. James Investment Company Southlake, Texas	$16.4M	+$12M	1	1.45%	Increased
406	Eastern Bank Boston, Massachusetts	$16.3M	+$356K	1	0.95%	Increased
407	TIP Torray Investment Partners Bethesda, Maryland	$16.2M	-$30.5K	1	2.79%	Reduced
408	Oppenheimer Asset Management New York	$16.2M	+$184K	11	0.34%	Increased
409	Martingale Asset Management Boston, Massachusetts	$16M	+$10.9M	6	0.16%	Increased
410	Bank of Nova Scotia Toronto, Ontario, Canada	$16M	-$1.02M	3	0.04%	Reduced
411	CIM Corbyn Investment Management Lutherville, Maryland	$15.9M	-$2.27M	3	7.24%	Reduced
412	Washington Trust Westerly, Rhode Island	$15.9M	+$16M	1	0.63%	New
413	ECP Elk Creek Partners Denver, Colorado	$15.9M	-$7.37M	2	1.83%	Reduced
414	GS Gagnon Securities New York	$15.9M	+$264K	1	3.48%	Increased
415	WBC Westpac Banking Corp Sydney, Australia	$15.9M	-$25.1K	3	0.2%	Reduced
416	Wasatch Advisors Salt Lake City, Utah	$15.8M	-$90.5K	2	0.13%	Reduced
417	MSL Mackay Shields LLC New York	$15.6M	+$928K	8	0.11%	Increased
418	PP Paloma Partners Greenwich, Connecticut	$15.5M	+$3M	10	0.23%	Increased
419	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$15.3M	-$396K	2	1.5%	Reduced
420	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$15M	-$349K	1	3.78%	Reduced
421	Engineers Gate Manager New York	$15M	+$4.08M	7	0.66%	Increased
422	Karpus Investment Management Pittsford, New York	$14.7M	+$6.38M	1	0.49%	Increased
423	DIA Dean Investment Associates Beavercreek, Ohio	$14.7M	-$1.98M	4	2.3%	Reduced
424	D.A. Davidson & Co Great Falls, Montana	$14.6M	+$368K	6	0.24%	Increased
425	GAI General American Investors New York	$14.6M	$0	1	1.34%	Maintained