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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	Polar Asset Management Partners Toronto, Ontario, Canada	$33.6M	+$20M	7	0.34%	Increased
427	Cullen Capital Management New York	$33.5M	-$10.4M	2	0.32%	Reduced
428	ONGA O'Neil Global Advisors Los Angeles, California	$33.4M	+$27.4M	2	10.46%	Increased
429	Granahan Investment Management Waltham, Massachusetts	$33.4M	+$3.69M	2	0.62%	Increased
430	RFA Reilly Financial Advisors La Mesa, California	$33.4M	+$12M	5	2.7%	Increased
431	Tidal Investments Milwaukee, Wisconsin	$33.3M	+$13.2M	5	1.3%	Increased
432	Washington Trust Westerly, Rhode Island	$33.3M	-$247K	5	0.94%	Reduced
433	Davis Selected Advisers Tucson, Arizona	$32.6M	-$1.46M	1	0.13%	Reduced
434	ACM Argent Capital Management St Louis, Missouri	$32.4M	-$65K	1	1.01%	Reduced
435	Bridgewater Associates Westport, Connecticut	$32.2M	+$6.76M	2	0.21%	Increased
436	Pathstone Family Office Englewood, New Jersey	$32M	+$3.7M	9	0.96%	Increased
437	Lido Advisors Los Angeles, California	$31.8M	-$225K	2	0.44%	Reduced
438	Quilter Plc London, United Kingdom	$31.8M	+$3.3M	1	0.91%	Increased
439	DP DSAM Partners London, United Kingdom	$31.7M	+$17.5M	1	5.33%	Increased
440	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$31.7M	+$10.3M	1	4.65%	Increased
441	RegentAtlantic Capital Morristown, New Jersey	$31.2M	+$4.53M	3	0.96%	Increased
442	Acadian Asset Management Boston, Massachusetts	$31.2M	-$11.6M	7	0.12%	Reduced
443	TAM Telemark Asset Management Boston, Massachusetts	$31M	-$15M	2	2.48%	Reduced
444	GD Grandfield & Dodd New York	$30.9M	+$204K	4	2.14%	Increased
445	Atreides Management Boston, Massachusetts	$30.8M	$0	1	0.55%	Maintained
446	ACL APEIRON Capital Ltd Hong Kong	$30.6M	$0	1	9.9%	Maintained
447	GS Gagnon Securities New York	$30.5M	-$3.05M	1	4.33%	Reduced
448	HRT Financial New York	$30.4M	-$22.5M	12	0.28%	Reduced
449	NPIC Neumeier Poma Investment Counsel Carmel, California	$30.3M	+$27.1M	1	1.77%	New
450	AEGON Asset Management (UK) Edinburgh, United Kingdom	$30.2M	-$898K	2	0.43%	Reduced