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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	Edmond de Rothschild Asset Management (France) Paris, France	$7.83M	-$26.1M	2	0.35%	Reduced
427	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.81M	+$7.76M	1	1.19%	New
428	CEP Chicago Equity Partners Chicago, Illinois	$7.8M	+$4.79M	5	0.23%	Increased
429	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.8M	-$98.4K	1	0.2%	Reduced
430	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.79M	-$254K	3	0.16%	Reduced
431	Royal London Asset Management United Kingdom	$7.77M	+$3.32M	1	0.13%	Increased
432	Daiwa Securities Group Tokyo, Japan	$7.69M	+$248K	2	0.05%	Increased
433	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.64M	+$545K	8	0.41%	Increased
434	SC Spitfire Capital Mill Valley, California	$7.59M	-$423K	1	3.53%	Reduced
435	ICOA Investment Centers of America Bismarck, North Dakota	$7.58M	-$542K	2	0.85%	Reduced
436	AHL Partners London, United Kingdom	$7.57M	-$6.8M	6	0.41%	Reduced
437	LPC Lion Point Capital New York	$7.56M	+$8.66M	1	2.01%	New
438	WHI William Harris Investors Chicago, Illinois	$7.55M	+$317K	1	1.89%	Increased
439	ARTA A.R.T. Advisors New York	$7.44M	-$1.8M	9	0.37%	Reduced
440	Westwood Holdings Group Dallas, Texas	$7.43M	-$2.88M	1	0.07%	Reduced
441	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$7.42M	+$654K	5	0.27%	Increased
442	GIP Granite Investment Partners El Segundo, California	$7.39M	-$2.39M	3	0.58%	Reduced
443	William Blair & Company Chicago, Illinois	$7.33M	+$1.2M	5	0.07%	Increased
444	Bridgewater Associates Westport, Connecticut	$7.32M	+$5.98M	2	0.09%	Increased
445	CG Cutler Group San Francisco, California	$7.32M	-$3.47M	9	0.37%	Reduced
446	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$7.3M	+$26.8K	6	0.21%	Increased
447	TAM Taurus Asset Management New York	$7.29M	-$148K	1	1.28%	Reduced
448	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.26M	-$294K	3	0.19%	Reduced
449	TAM THB Asset Management Norwalk, Connecticut	$7.2M	-$1.88M	1	0.93%	Reduced
450	WP WealthPLAN Partners Omaha, Nebraska	$7.19M	+$13.9M	5	0.92%	New