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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	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$10.5M	-$1.89M	1	5.02%	Reduced
452	ACM Arosa Capital Management Miami Beach, Florida	$10.5M	+$9.44M	2	1.26%	Increased
453	NRS Neville Rodie & Shaw New York	$10.4M	-$18.8K	3	1.27%	Reduced
454	FP Foundry Partners Minneapolis, Minnesota	$10.3M	-$22.2M	3	0.58%	Reduced
455	Bartlett & Co Wealth Management Cincinnati, Ohio	$10.3M	-$650K	5	0.31%	Reduced
456	Bartlett & Co Cincinnati, Ohio	$10.3M	+$12.1M	5	0.31%	New
457	B BP London, United Kingdom	$10.3M	-$681K	2	0.44%	Reduced
458	TAL TIG Advisors LLC New York	$10.3M	+$11.5M	1	0.41%	Increased
459	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$10.2M	+$6.15M	5	0.11%	Increased
460	BAPIM British Airways Pensions Investment Management London, United Kingdom	$10.2M	+$3.76M	1	0.54%	Increased
461	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$10.1M	-$7.88M	1	0.36%	Reduced
462	OCM Olstein Capital Management Purchase, New York	$10M	+$3.22M	2	2.2%	Increased
463	TAM Third Avenue Management New York	$10M	$0	1	1.49%	Maintained
464	GIA Granite Investment Advisors Concord, New Hampshire	$10M	-$537K	2	2.5%	Reduced
465	Steward Partners Investment Advisory New York	$10M	+$1.29M	9	0.37%	Increased
466	Bragg Financial Advisors Charlotte, North Carolina	$9.97M	+$5.33M	3	1.34%	Increased
467	ECP Elk Creek Partners Denver, Colorado	$9.91M	+$742K	2	1.7%	Increased
468	Eagle Asset Management St Petersburg, Florida	$9.9M	+$1.04M	3	0.06%	Increased
469	TAM THB Asset Management Norwalk, Connecticut	$9.72M	+$2.71M	3	3.05%	Increased
470	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.66M	-$15.5M	2	0.03%	Reduced
471	SVI Strategic Vision Investment Hong Kong	$9.65M	+$12M	1	1.81%	Increased
472	Point72 Asset Management Stamford, Connecticut	$9.62M	-$16.9M	2	0.08%	Reduced
473	OFCM One Fin Capital Management San Francisco, California	$9.61M	+$653K	1	7.28%	Increased
474	IM Islet Management New York	$9.6M	-$15.3M	2	1.4%	Reduced
475	MC Martin Currie Edinburgh, United Kingdom	$9.58M	-$303K	1	0.67%	Reduced