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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
451	Cubist Systematic Strategies Stamford, Connecticut	$8.51M	-$2.39M	9	0.42%	Reduced
452	LNB Ledyard National Bank	$8.51M	-$51.9K	5	1.53%	Reduced
453	MCM McRae Capital Management Morristown, New Jersey	$8.49M	+$204K	1	3.92%	Increased
454	Aberdeen Asset Management Aberdeen, United Kingdom	$8.47M	-$401K	2	0.02%	Reduced
455	AC AFAM Capital Austin, Texas	$8.41M	-$52.2K	1	1.08%	Reduced
456	Fifth Third Bancorp Cincinnati, Ohio	$8.4M	-$3.52M	12	0.07%	Reduced
457	Tudor Investment Corp Stamford, Connecticut	$8.39M	-$578K	5	0.27%	Reduced
458	BACM Blue Arrow Capital Management New York	$8.33M	+$8.31M	1	0.81%	New
459	ORIO Old Republic International (ORI) Chicago, Illinois	$8.29M	$0	1	0.46%	Maintained
460	OAM Origin Asset Management London, United Kingdom	$8.26M	-$148K	1	0.61%	Reduced
461	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$8.25M	+$2.48M	5	0.7%	Increased
462	CIBC Private Wealth Group Atlanta, Georgia	$8.18M	+$1.15M	3	0.06%	Increased
463	PP Prospector Partners Guilford, Connecticut	$8.16M	+$2.27M	2	0.61%	Increased
464	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.16M	-$164K	2	1.62%	Reduced
465	VHMC Value Holdings Management Company Hampton Bays, New York	$8.08M	+$1.08M	2	5.34%	Increased
466	FMT First Mercantile Trust Cordova, Tennessee	$8.04M	-$610K	10	0.67%	Reduced
467	Nordea Investment Management Stockholm, Sweden	$7.92M	+$2.34M	4	0.03%	Increased
468	CL Croft-Leominster Baltimore, Maryland	$7.91M	+$1.9M	2	1.46%	Increased
469	PTB Pioneer Trust Bank Salem, Oregon	$7.9M	-$188K	1	5.11%	Reduced
470	Wilmington Savings Fund Society Wilmington, Delaware	$7.88M	+$778K	1	0.45%	Increased
471	Barings Charlotte, North Carolina	$7.86M	+$5.08M	4	0.18%	Increased
472	BCMNY Buckingham Capital Management (New York) New York	$7.8M	-$939K	1	0.68%	Reduced
473	MC Martin Currie Edinburgh, United Kingdom	$7.79M	-$313K	1	0.7%	Reduced
474	CCB Cutter & Co Brokerage Ballwin, Missouri	$7.76M	+$760K	2	3.16%	Increased
475	WAM World Asset Management Detroit, Michigan	$7.75M	-$77.2K	5	0.27%	Reduced