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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	Wasatch Advisors Salt Lake City, Utah	$7.42M	+$191K	1	0.1%	Increased
427	Engineers Gate Manager New York	$7.38M	+$3.15M	3	0.63%	Increased
428	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$7.36M	+$4.48M	6	0.65%	Increased
429	GAMCO Investors Greenwich, Connecticut	$7.32M	-$729K	4	0.05%	Reduced
430	Nippon Life Global Investors Americas New York	$7.28M	+$347K	1	0.73%	Increased
431	Jane Street New York	$7.25M	-$36.9M	5	0.05%	Reduced
432	Wilmington Savings Fund Society Wilmington, Delaware	$7.23M	+$5.05K	1	0.46%	Increased
433	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$7.13M	+$7.62M	1	1.12%	Increased
434	Williams Jones & Associates New York	$7.13M	+$40.6K	2	0.32%	Increased
435	BIC Bridges Investment Counsel Omaha, Nebraska	$7.11M	+$1.42M	2	1.23%	Increased
436	Bridges Investment Management Omaha, Nebraska	$7.11M	$0	2	1.23%	Maintained
437	William Blair & Company Chicago, Illinois	$7.11M	-$32.1M	3	0.06%	Reduced
438	Suntrust Banks Atlanta, Georgia	$7.08M	-$3.65M	4	0.05%	Reduced
439	TI Trigran Investments Northbrook, Illinois	$7.04M	+$305K	1	2.21%	Increased
440	SL SIB LLC New York, New York	$7.04M	-$310K	1	5.74%	Reduced
441	Virtu KCG Holdings New York	$7.04M	-$8.3M	9	0.12%	Reduced
442	CIBC Private Wealth Group Atlanta, Georgia	$6.88M	+$327K	3	0.06%	Increased
443	CHAM Clear Harbor Asset Management Stamford, Connecticut	$6.86M	+$304K	3	1.57%	Increased
444	Aberdeen Asset Management Aberdeen, United Kingdom	$6.85M	+$595K	2	0.02%	Increased
445	ZWJ Investment Counsel Atlanta, Georgia	$6.83M	+$636K	1	0.78%	Increased
446	KCM Kingdon Capital Management New York	$6.8M	-$8.02M	1	0.33%	Reduced
447	SHA Smith Hayes Advisers Lincoln, Nebraska	$6.78M	+$157K	2	1.47%	Increased
448	Foresters Investment Management New York	$6.67M	+$559K	2	0.14%	Increased
449	ExxonMobil Investment Management Irving, Texas	$6.64M	+$210K	2	0.17%	Increased
450	Creative Planning Overland Park, Kansas	$6.63M	-$398K	10	0.06%	Reduced