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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	BCM Bornite Capital Management New York	$85.4M	+$35.1M	3	15.1%	Increased
402	John W. Bristol & Co New York	$85.2M	-$648K	1	1.36%	Reduced
403	GIP Granite Investment Partners El Segundo, California	$84.6M	-$3.6M	6	3.62%	Reduced
404	Capital International Inc Los Angeles, California	$84.2M	+$15.1M	4	1.06%	Increased
405	Wasatch Advisors Salt Lake City, Utah	$84.1M	+$15.8M	1	0.41%	Increased
406	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$82.8M	-$2.62M	3	9.23%	Reduced
407	Shelton Capital Management Denver, Colorado	$82.3M	+$583K	10	2.11%	Increased
408	Capital Advisors Inc Tulsa, Oklahoma	$82.3M	+$1.09M	3	1.65%	Increased
409	D1 Capital Partners New York	$81.8M	-$243M	1	1.58%	Reduced
410	NEOS Investment Management Westport, Connecticut	$81.8M	+$13.1M	7	2.47%	Increased
411	Ancora Advisors Cleveland, Ohio	$81.8M	+$5.73M	8	1.86%	Increased
412	Two Sigma Investments New York	$81.8M	-$40.3M	16	0.18%	Reduced
413	VanEck Associates New York	$81.3M	+$29.4M	10	0.1%	Increased
414	Steward Partners Investment Advisory New York	$81.2M	-$1.31M	20	0.75%	Reduced
415	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$81.1M	+$10.3M	5	1.26%	Increased
416	Huntington National Bank Columbus, Ohio	$81M	-$26.3M	21	0.59%	Reduced
417	Van Berkom & Associates Montreal, Quebec, Canada	$81M	+$603K	1	2.22%	Increased
418	Cowen and Company New York	$80.7M	+$7.25M	1	2.72%	Increased
419	ECP ControlCo Summit, New Jersey	$80.7M	-$9.97M	1	24.55%	Reduced
420	Fuller & Thaler Asset Management San Mateo, California	$80.6M	-$11.7M	4	0.32%	Reduced
421	D.A. Davidson & Co Great Falls, Montana	$80.5M	+$3.97M	11	0.66%	Increased
422	HFF Halter Ferguson Financial Carmel, Indiana	$79.9M	-$608K	1	42.56%	Reduced
423	iA Global Asset Management Quebec, Quebec, Canada	$79.7M	+$10.2M	3	1.4%	Increased
424	ONGA O'Neil Global Advisors Los Angeles, California	$79.6M	+$40.2M	1	20.33%	Increased
425	Cubist Systematic Strategies Stamford, Connecticut	$79.1M	+$8.91M	11	0.48%	Increased