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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	NC Northpointe Capital Bloomfield Hills, Michigan	$12.7M	+$2.24M	1	1.68%	Increased
427	SCP Sandhill Capital Partners Buffalo, New York	$12.6M	+$629K	2	2%	Increased
428	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$12.6M	+$287K	1	3.77%	Increased
429	Glazer Capital LLC New York	$12.5M	-$198K	1	1.24%	Reduced
430	Shelton Capital Management Denver, Colorado	$12.5M	+$544K	8	0.78%	Increased
431	Credit Agricole Montrouge Cedex, France	$12.4M	+$3M	7	0.87%	Increased
432	TW Transform Wealth Greenwood Village, Colorado	$12.4M	+$3.51M	2	2.24%	Increased
433	Caxton Associates (New York) New York	$12.3M	-$10.1M	2	0.62%	Reduced
434	SFM Stack Financial Management Whitefish, Montana	$12.2M	+$11.6M	1	1.41%	New
435	Amalgamated Bank New York	$12.1M	+$1.75M	9	0.3%	Increased
436	MN Services Vermogensbeheer The Hague, Netherlands	$12.1M	-$335K	2	0.3%	Reduced
437	Seizert Capital Partners Birmingham, Michigan	$12M	$0	2	0.44%	Maintained
438	RCIM Russell Clark Investment Management London, United Kingdom	$11.9M	$0	1	2.34%	Maintained
439	Manning & Napier Group Fairport, New York	$11.9M	-$988K	3	0.12%	Reduced
440	GS Gagnon Securities New York	$11.8M	+$626K	1	3.41%	Increased
441	SAM Scopus Asset Management New York	$11.8M	-$32.6M	2	0.11%	Reduced
442	D.A. Davidson & Co Great Falls, Montana	$11.7M	+$887K	6	0.23%	Increased
443	SVI Strategic Vision Investment Hong Kong	$11.7M	+$10M	1	9.91%	Increased
444	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11.5M	+$279K	12	0.19%	Increased
445	Achmea Investment Management Zeist, Netherlands	$11.4M	-$2.25M	2	0.4%	Reduced
446	Mutual of America Capital Management New York	$11.4M	+$430K	8	0.17%	Increased
447	Capital Fund Management (CFM) Paris, France	$11.4M	-$1.1M	2	0.06%	Reduced
448	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.4M	-$380K	1	1.08%	Reduced
449	SIA SeaBridge Investment Advisors Summit, New Jersey	$11.3M	+$3.78M	4	2.79%	Increased
450	Bridges Investment Management Omaha, Nebraska	$11.3M	+$269K	2	0.51%	Increased