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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
Eventide Asset Management
Eventide Asset Management
Massachusetts
$11.6M +$860K 3 0.54% Increased
427
Trexquant Investment
Trexquant Investment
Connecticut
$11.5M +$9.69M 8 0.8% Increased
428
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$11.5M -$1.22M 9 0.3% Reduced
429
Ancora Advisors
Ancora Advisors
Ohio
$11.5M +$1.07M 2 0.52% Increased
430
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.5M -$28.6K 5 0.18% Reduced
431
Shelton Capital Management
Shelton Capital Management
Colorado
$11.4M +$1.78M 8 0.75% Increased
432
OAM
Oxford Asset Management
United Kingdom
$11.4M -$709K 8 0.24% Reduced
433
Great Lakes Advisors
Great Lakes Advisors
Illinois
$11.3M -$69.2M 2 0.27% Reduced
434
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$11.2M +$322K 4 0.28% Increased
435
VHMC
Value Holdings Management Company
New York
$11.2M +$469K 2 3.72% Increased
436
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$11.2M +$132K 2 0.29% Increased
437
MC
Martin Currie
United Kingdom
$11.2M +$66.1K 1 0.77% Increased
438
BHTS
Bar Harbor Trust Services
Maine
$11.1M -$1.89K 2 6.12% Reduced
439
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.1M -$8.69M 11 0.03% Reduced
440
PP
Paloma Partners
Connecticut
$10.9M +$3.36M 9 0.17% Increased
441
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.9M -$140K 1 1.08% Reduced
442
Beck Mack & Oliver
Beck Mack & Oliver
New York
$10.9M -$262K 1 0.37% Reduced
443
Eagle Asset Management
Eagle Asset Management
Florida
$10.9M +$3.25M 3 0.06% Increased
444
FBP
Flippin Bruce & Porter
Virginia
$10.8M +$123K 1 2.33% Increased
445
RCYC
Richard C. Young & Co
Rhode Island
$10.8M +$7.23K 1 2.15% Increased
446
LSV Asset Management
LSV Asset Management
Illinois
$10.8M +$5.5M 3 0.02% Increased
447
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$10.7M +$1.71M 4 0.09% Increased
448
Highbridge Capital Management
Highbridge Capital Management
New York
$10.7M -$12.5M 3 0.17% Reduced
449
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$10.7M -$81.2K 6 0.22% Reduced
450
Advisor Group
Advisor Group
Arizona
$10.6M -$365K 17 0.15% Reduced
16 17
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