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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	MCM McKinley Capital Management Anchorage, Alaska	$14.4M	-$802K	1	0.98%	Reduced
427	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.4M	+$352K	2	1.74%	Increased
428	Ameritas Investment Partners Lincoln, Nebraska	$14.4M	+$232K	19	0.68%	Increased
429	Bridgeway Capital Management Houston, Texas	$14.3M	+$4.58M	8	0.29%	Increased
430	Dai-ichi Life Insurance Company Tokyo, Japan	$14.3M	-$144K	2	0.33%	Reduced
431	VHAM Van Hulzen Asset Management El Dorado Hills, California	$14.3M	+$402K	2	2.15%	Increased
432	ExodusPoint Capital Management New York	$14.2M	+$7.72M	10	0.37%	Increased
433	UBS O'Connor Chicago, Illinois	$14.2M	-$2.27M	3	0.31%	Reduced
434	QF QVT Financial New York	$14.1M	$0	1	2.4%	Maintained
435	Mizuho Securities USA New York	$14.1M	+$7.38M	1	0.95%	Increased
436	Erste Asset Management Vienna, Austria	$14M	+$2.45M	6	0.56%	Increased
437	Thompson Siegel & Walmsley Richmond, Virginia	$14M	+$469K	4	0.28%	Increased
438	JGC J. Goldman & Co New York	$13.9M	+$10.5M	2	0.86%	Increased
439	DCM Divisar Capital Management San Francisco, California	$13.9M	-$51.9K	1	4.01%	Reduced
440	Oppenheimer Asset Management New York	$13.9M	-$1.65M	7	0.29%	Reduced
441	Andra AP-fonden Goteborg, Sweden	$13.8M	+$5.56M	2	0.4%	Increased
442	Moore Capital Management New York	$13.8M	+$11.4M	3	0.37%	New
443	DAM Delta Asset Management Memphis, Tennessee	$13.6M	+$271K	4	1.8%	Increased
444	MAI Capital Management Independence, Ohio	$13.6M	+$554K	2	0.43%	Increased
445	GAI General American Investors New York	$13.5M	$0	1	1.71%	Maintained
446	Exencial Wealth Advisors Oklahoma City, Oklahoma	$13.2M	+$461K	2	1.14%	Increased
447	PFC Phocas Financial Corp Alameda, California	$13.2M	+$77.3K	3	2.24%	Increased
448	Steward Partners Investment Advisory New York	$13.2M	+$734K	11	0.38%	Increased
449	Associated Banc-Corp Green Bay, Wisconsin	$13.1M	-$2.47M	7	0.59%	Reduced
450	Bragg Financial Advisors Charlotte, North Carolina	$13.1M	+$1.11M	4	1.46%	Increased