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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	Vident Investment Advisory Alpharetta, Georgia	$45.5M	+$10.1M	10	1.57%	Increased
452	B. Metzler seel. Sohn & Co Frankfurt, Germany	$45M	-$50.2K	3	0.61%	Reduced
453	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$44.7M	-$6.26M	2	2.1%	Reduced
454	R.M. Davis Inc Portland, Maine	$44.7M	+$42.8K	3	1.07%	Increased
455	RCW Rheos Capital Works Tokyo, Japan	$44.5M	-$2.38M	2	2.4%	Reduced
456	WTA Washington Trust Advisors Wellesley, Massachusetts	$44.5M	-$3.93M	4	4.32%	Reduced
457	O'Shaughnessy Asset Management Stamford, Connecticut	$44.4M	-$6.91M	8	0.66%	Reduced
458	Pinnacle Associates New York	$44.4M	+$705K	6	0.77%	Increased
459	Tower Research Capital (TRC) New York	$43.6M	-$4.84M	32	1.45%	Reduced
460	ACM Argent Capital Management St Louis, Missouri	$42.8M	-$507K	1	1.39%	Reduced
461	CP Cumberland Partners Toronto, Ontario, Canada	$42.7M	+$644K	2	3.92%	Increased
462	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$42.5M	+$3.5M	1	15.71%	Increased
463	Vaughan David Investments Peoria, Illinois	$42.3M	+$674K	2	1.24%	Increased
464	AustralianSuper Melbourne, Australia	$42.1M	+$28.1M	2	0.27%	Increased
465	Gotham Asset Management New York	$42.1M	+$850K	14	0.91%	Increased
466	BCM Bornite Capital Management New York	$41.7M	+$1.27M	3	8.07%	Increased
467	SW SVB Wealth Boston, Massachusetts	$41.6M	-$14M	4	0.75%	Reduced
468	Eventide Asset Management Boston, Massachusetts	$41.5M	$0	1	0.7%	Maintained
469	VF Virtu Financial New York	$41.4M	+$30.3M	13	3.16%	Increased
470	Braun Stacey Associates New York	$41.1M	-$50.8M	3	1.91%	Reduced
471	Carnegie Investment Counsel Pepper Pike, Ohio	$41M	+$990K	3	1.52%	Increased
472	VanEck Associates New York	$40.2M	-$1.76M	10	0.09%	Reduced
473	SAM Shell Asset Management The Hague, Netherlands	$40M	+$5.51M	10	1.58%	Increased
474	KOC Koss-Olinger Consulting Gainesville, Florida	$40M	+$306K	3	4.64%	Increased
475	CCPM Cooper Creek Partners Management New York	$40M	-$19.5M	1	2.66%	Reduced