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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	RHJA Rice Hall James & Associates San Diego, California	$11.9M	+$6.66M	3	0.47%	Increased
427	ING Group Amsterdam, Netherlands	$11.9M	+$2.21M	6	0.2%	Increased
428	Advisor Group Phoenix, Arizona	$11.9M	+$1.39M	16	0.16%	Increased
429	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.8M	-$145K	3	0.26%	Reduced
430	D.A. Davidson & Co Great Falls, Montana	$11.8M	+$13.6K	6	0.25%	Increased
431	VHMC Value Holdings Management Company Hampton Bays, New York	$11.7M	-$1.13M	1	4.1%	Reduced
432	BlueCrest Capital Management St Helier, Jersey	$11.7M	-$1.49M	5	0.32%	Reduced
433	CIBC World Market Toronto, Ontario, Canada	$11.6M	+$602K	5	0.05%	Increased
434	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.5M	+$4.37M	1	1.26%	Increased
435	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.5M	-$14M	13	0.15%	Reduced
436	Thompson Siegel & Walmsley Richmond, Virginia	$11.5M	-$10.8M	3	0.14%	Reduced
437	Polar Capital London, United Kingdom	$11.4M	+$5.56M	1	0.12%	Increased
438	BHTS Bar Harbor Trust Services Ellsworth, Maine	$11.4M	-$93.1K	2	6.01%	Reduced
439	SL SIB LLC New York, New York	$11.4M	$0	1	8.17%	Maintained
440	Shelton Capital Management Denver, Colorado	$11.3M	+$214K	8	0.73%	Increased
441	GHCM Glen Harbor Capital Management San Diego, California	$11.3M	-$1.01M	8	0.26%	Reduced
442	JCM Jag Capital Management St Louis, Missouri	$11.3M	+$1.19M	1	2.12%	Increased
443	Oppenheimer Asset Management New York	$11.2M	-$252K	5	0.3%	Reduced
444	SRAM Stone Ridge Asset Management New York	$11.1M	+$10.7M	10	0.7%	New
445	CAM ClariVest Asset Management San Diego, California	$11.1M	+$3.9M	3	0.19%	Increased
446	First National Bank of Omaha Omaha, Nebraska	$11.1M	+$5.73M	4	0.65%	Increased
447	SCM SG Capital Management Chicago, Illinois	$11M	-$17.6M	1	2.2%	Reduced
448	MC Martin Currie Edinburgh, United Kingdom	$11M	+$4.9K	1	0.77%	Increased
449	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.9M	+$851K	3	0.2%	Increased
450	Carmignac Gestion Paris, France	$10.8M	+$1.34M	1	0.07%	Increased