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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	Peregrine Capital Management Minneapolis, Minnesota	$16.5M	+$199K	2	0.47%	Increased
402	Manning & Napier Group Fairport, New York	$16.2M	-$479K	1	0.17%	Reduced
403	KPF K2 Principal Fund Toronto, Ontario, Canada	$16.1M	+$4.05M	2	2.56%	Increased
404	Twin Tree Management Dallas, Texas	$16M	+$4.24M	3	0.07%	Increased
405	Washington Trust Westerly, Rhode Island	$15.9M	-$456K	6	0.66%	Reduced
406	Zacks Investment Management Chicago, Illinois	$15.7M	+$10.1M	4	0.35%	Increased
407	FCI Financial Counselors Inc Overland Park, Kansas	$15.7M	+$1.84M	3	0.5%	Increased
408	KMC Kirr Marbach & Co Columbus, Indiana	$15.7M	-$367K	2	5.6%	Reduced
409	CIBC Private Wealth Group Atlanta, Georgia	$15.6M	-$9.27M	2	0.08%	Reduced
410	AL AJO LP Philadelphia, Pennsylvania	$15.5M	-$7.87M	9	0.14%	Reduced
411	ACM Arosa Capital Management Miami Beach, Florida	$15.5M	-$946K	2	2.94%	Reduced
412	Lido Advisors Los Angeles, California	$15.4M	-$1.47M	2	0.47%	Reduced
413	SIC Schwartz Investment Counsel Plymouth, Michigan	$15.4M	-$7.38M	1	0.84%	Reduced
414	Credit Agricole Montrouge Cedex, France	$15.3M	-$14.6M	2	0.97%	Reduced
415	SFM Stack Financial Management Whitefish, Montana	$15.3M	+$14M	1	1.75%	New
416	Virginia Retirement Systems Richmond, Virginia	$15.3M	+$6.7M	7	0.18%	Increased
417	GGI Godsey & Gibb Inc Richmond, Virginia	$15.2M	-$6.58K	1	2.43%	Reduced
418	Dana Investment Advisors Waukesha, Wisconsin	$15.1M	-$15.4M	2	0.82%	Reduced
419	TIP Torray Investment Partners Bethesda, Maryland	$15M	-$18.9K	1	2.82%	Reduced
420	Chartwell Investment Partners Berywn, Pennsylvania	$14.7M	-$125K	2	0.57%	Reduced
421	MAM Meeder Asset Management Dublin, Ohio	$14.7M	+$8.03M	13	0.95%	Increased
422	VWM Valley Wealth Managers Paramus, New Jersey	$14.6M	+$9.18M	2	1.63%	Increased
423	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$14.5M	+$815K	2	3.02%	Increased
424	Eastern Bank Boston, Massachusetts	$14.5M	-$280K	1	0.94%	Reduced
425	MML Investors Services Springfield, Massachusetts	$14.5M	+$1.33M	6	0.19%	Increased