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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	Advisors Asset Management Monument, Colorado	$60.3M	-$1.75M	16	1.16%	Reduced
402	Shelton Capital Management Denver, Colorado	$60M	+$372K	7	1.71%	Increased
403	Crawford Investment Counsel Atlanta, Georgia	$59.9M	-$4.18M	5	1.11%	Reduced
404	Lido Advisors Los Angeles, California	$59.5M	+$1.49M	4	0.35%	Increased
405	John W. Bristol & Co New York	$59.1M	+$65.6M	1	1.01%	New
406	L1 Capital Melbourne VIC 3000, Australia	$58.8M	+$56.9M	1	4.88%	New
407	Heard Capital LLC Chicago, Illinois	$58.4M	-$3.13M	1	3.66%	Reduced
408	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$58.4M	-$8.97M	1	3.15%	Reduced
409	CP Cumberland Partners Toronto, Ontario, Canada	$58.1M	-$2.76M	1	4.22%	Reduced
410	Eventide Asset Management Boston, Massachusetts	$58M	-$1.99K	1	0.91%	Reduced
411	Illinois Municipal Retirement Fund Oak Brook, Illinois	$57.9M	-$238K	12	0.88%	Reduced
412	GF Greenhouse Funds Baltimore, Maryland	$57.7M	-$122K	2	3.49%	Reduced
413	O'Shaughnessy Asset Management Stamford, Connecticut	$57M	+$2.63M	11	0.63%	Increased
414	Erste Asset Management Vienna, Austria	$56.6M	-$1.06M	6	0.77%	Reduced
415	Ferguson Wellman Capital Management Portland, Oregon	$56.5M	+$2.24M	3	1.15%	Increased
416	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$56.1M	+$4.47M	5	0.99%	Increased
417	Maryland State Retirement & Pension System Baltimore, Maryland	$55.9M	+$3.22M	13	1.11%	Increased
418	NRS Neville Rodie & Shaw New York	$55.3M	-$371K	3	4.22%	Reduced
419	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$54.7M	+$22.8M	5	5.09%	Increased
420	Woodline Partners San Francisco, California	$54.6M	-$22M	3	0.5%	Reduced
421	GW&K Investment Management Boston, Massachusetts	$54.5M	-$984K	5	0.48%	Reduced
422	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$54.1M	-$2.38M	2	1.16%	Reduced
423	ZP Zimmer Partners New York	$53.9M	+$48.3M	4	1.15%	New
424	LI Leeward Investments Boston, Massachusetts	$53.8M	+$4.68M	3	2.38%	Increased
425	LBP AM Paris, France	$53.5M	+$20.8K	4	2.13%	Increased