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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	OCM Ogborne Capital Management San Francisco, California	$33.4M	-$37.7M	1	10.99%	Reduced
402	AGF Investments Inc Toronto, Ontario, Canada	$33.1M	+$7.48M	5	0.26%	Increased
403	Peregrine Capital Management Minneapolis, Minnesota	$32.9M	-$41.4M	2	0.61%	Reduced
404	Whittier Trust South Pasadena, California	$32.8M	+$1.29M	8	0.64%	Increased
405	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$32.7M	-$158M	5	0.04%	Reduced
406	LPC Lion Point Capital New York	$32.6M	-$11.6M	1	5.92%	Reduced
407	Washington Trust Westerly, Rhode Island	$32.5M	-$245K	6	1%	Reduced
408	Stephens Investment Management Group Houston, Texas	$32.4M	+$36.6M	1	0.47%	New
409	OP Oslo Pensjonsforsikring Oslo,	$32.1M	+$29.5M	1	4.71%	New
410	UBS O'Connor Chicago, Illinois	$31.9M	+$6.76M	4	0.46%	Increased
411	Davis Selected Advisers Tucson, Arizona	$31.9M	-$7.03M	1	0.14%	Reduced
412	Granahan Investment Management Waltham, Massachusetts	$31.7M	+$2.82M	1	0.67%	Increased
413	Bragg Financial Advisors Charlotte, North Carolina	$31.5M	+$2.67M	5	2.12%	Increased
414	Lido Advisors Los Angeles, California	$31.4M	-$641K	2	0.54%	Reduced
415	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$31.2M	+$1.44M	14	0.07%	Increased
416	MAM Meeder Asset Management Dublin, Ohio	$31.1M	+$30.2M	16	1.59%	Increased
417	Mariner Independent Advisor Network Overland Park, Kansas	$30.9M	+$4.16M	1	1.61%	Increased
418	South Dakota Investment Council Sioux Falls, South Dakota	$30.8M	+$4.86M	6	0.51%	Increased
419	Sessa Capital New York	$30.7M	$0	1	1.18%	Maintained
420	D.A. Davidson & Co Great Falls, Montana	$30.7M	+$2.85M	7	0.39%	Increased
421	Qube Research & Technologies (QRT) London, United Kingdom	$30.6M	+$8.22M	15	0.49%	Increased
422	AE Wealth Management Topeka, Kansas	$30.3M	-$5.82M	7	0.31%	Reduced
423	ACM Argent Capital Management St Louis, Missouri	$30.3M	-$41.5K	1	1.01%	Reduced
424	SAM Soviero Asset Management New York	$30.3M	+$24.4M	1	2.41%	Increased
425	Atreides Management Boston, Massachusetts	$30.2M	$0	1	0.68%	Maintained