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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
426	Cubist Systematic Strategies Stamford, Connecticut	$10.6M	+$5.53M	9	0.57%	Increased
427	DCM Dupont Capital Management Wilmington, Delaware	$10.6M	+$810K	2	0.19%	Increased
428	Brown Advisory Baltimore, Maryland	$10.5M	+$1.02M	7	0.03%	Increased
429	SCM Stevens Capital Management Radnor, Pennsylvania	$10.5M	-$6.13M	5	0.36%	Reduced
430	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.5M	-$375K	3	0.21%	Reduced
431	Avalon Investment & Advisory Houston, Texas	$10.4M	+$11M	1	0.48%	New
432	GMCM Gruber & McBaine Capital Management San Francisco, California	$10.4M	+$306K	6	2.87%	Increased
433	GCM Grisanti Capital Management New York	$10.4M	-$5.27K	1	3.9%	Reduced
434	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.4M	+$72.1K	1	1.33%	Increased
435	Panagora Asset Management Boston, Massachusetts	$10.3M	-$10.4M	11	0.05%	Reduced
436	Employees Retirement System of Texas Austin, Texas	$10.2M	-$7.3M	4	0.13%	Reduced
437	Boston Trust Walden Boston, Massachusetts	$9.95M	-$194K	2	0.15%	Reduced
438	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$9.93M	+$3.12M	3	0.08%	Increased
439	CTI Community Trust & Investment Versailles, Kentucky	$9.78M	+$9.48M	1	1.35%	New
440	CCM Cadence Capital Management Boston, Massachusetts	$9.72M	+$1.32M	2	0.57%	Increased
441	RBA Richard Bernstein Advisors New York	$9.71M	$0	6	1%	Maintained
442	CHA Cedar Hill Associates Chicago, Illinois	$9.6M	+$215K	1	1.52%	Increased
443	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.56M	+$2.48M	4	0.3%	Increased
444	Ladenburg Thalmann Financial Services Miami, Florida	$9.52M	+$3.83M	14	0.21%	Increased
445	GC Gratry & Company Beachwood, Ohio	$9.51M	+$5.4M	1	3.11%	Increased
446	KAM Keeley Asset Management Chicago, Illinois	$9.46M	+$394K	3	0.19%	Increased
447	SC Spitfire Capital Mill Valley, California	$9.42M	+$160K	1	4.36%	Increased
448	SCM SG Capital Management Chicago, Illinois	$9.41M	+$969K	1	2.46%	Increased
449	Virtu KCG Holdings New York	$9.4M	-$4.61M	11	0.15%	Reduced
450	PCM Palouse Capital Management Spokane, Washington	$9.38M	+$63.6K	3	3.31%	Increased