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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
476	Conning Inc Hartford, Connecticut	$9.24M	+$3.88M	2	0.34%	Increased
477	QS Investors New York	$9.23M	+$1.08M	13	0.08%	Increased
478	Truist Financial Charlotte, North Carolina	$9.13M	-$624K	4	0.18%	Reduced
479	B BP London, United Kingdom	$9.11M	+$4.24M	2	0.33%	Increased
480	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$9.03M	+$406K	1	2.54%	Increased
481	ING Group Amsterdam, Netherlands	$9M	+$6.99M	5	0.17%	Increased
482	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$8.95M	-$127K	1	3.3%	Reduced
483	GAMCO Investors Greenwich, Connecticut	$8.89M	-$34.9K	4	0.06%	Reduced
484	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.84M	+$195K	5	0.15%	Increased
485	DCM Dupont Capital Management Wilmington, Delaware	$8.83M	-$3.74M	5	0.2%	Reduced
486	DIA Dean Investment Associates Beavercreek, Ohio	$8.83M	+$9.15M	3	1.34%	New
487	Moore Capital Management New York	$8.72M	+$2.55M	1	0.27%	Increased
488	EP Edgestream Partners Princeton, New Jersey	$8.69M	+$7.94M	1	3.28%	New
489	SCA Secor Capital Advisors New York	$8.68M	+$9.02M	2	0.79%	New
490	CCM Cadence Capital Management Boston, Massachusetts	$8.65M	+$1.16M	3	0.6%	Increased
491	AC AFAM Capital Austin, Texas	$8.59M	-$56.3K	1	1.1%	Reduced
492	PP Prospector Partners Guilford, Connecticut	$8.59M	-$282K	2	1.35%	Reduced
493	OneDigital Investment Advisors Overland Park, Kansas	$8.57M	+$8.59M	5	2.56%	New
494	Virtu KCG Holdings New York	$8.56M	-$888K	11	0.24%	Reduced
495	Driehaus Capital Management Chicago, Illinois	$8.55M	-$3.37M	4	0.31%	Reduced
496	AR Advisory Research Chicago, Illinois	$8.54M	+$4.83M	2	0.13%	Increased
497	Wilmington Savings Fund Society Wilmington, Delaware	$8.53M	+$30.2K	1	0.51%	Increased
498	GS Gagnon Securities New York	$8.52M	-$65.3K	1	2.36%	Reduced
499	AA Apriem Advisors Irvine, California	$8.49M	-$366K	2	2.25%	Reduced
500	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$8.41M	+$13.2K	1	3.07%	Increased