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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	LNB Ledyard National Bank	$9.16M	+$5.27M	4	1.22%	Increased
477	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$9.09M	+$115K	1	2.51%	Increased
478	Wolverine Asset Management Chicago, Illinois	$9.05M	+$7.28M	3	0.1%	Increased
479	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.05M	+$110K	5	0.15%	Increased
480	Group One Trading Chicago, Illinois	$9.03M	-$1.57M	7	0.08%	Reduced
481	MPAM Monarch Partners Asset Management Boston, Massachusetts	$8.99M	+$2.18M	1	0.87%	Increased
482	MCM Marathon Capital Management Hunt Valley, Maryland	$8.97M	-$120K	2	3.78%	Reduced
483	CAM Centre Asset Management New York	$8.94M	+$343K	1	2.32%	Increased
484	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.92M	-$205K	1	0.47%	Reduced
485	Carmignac Gestion Paris, France	$8.82M	+$436K	1	0.07%	Increased
486	First Eagle Investment Management New York	$8.81M	-$179K	2	0.02%	Reduced
487	Driehaus Capital Management Chicago, Illinois	$8.8M	-$15.3K	2	0.34%	Reduced
488	DIA Dean Investment Associates Beavercreek, Ohio	$8.79M	-$410K	3	1.34%	Reduced
489	B BP London, United Kingdom	$8.77M	$0	2	0.31%	Maintained
490	GG GCM Grosvenor Chicago, Illinois	$8.72M	-$13.1M	1	4.46%	Reduced
491	AC AFAM Capital Austin, Texas	$8.66M	+$175K	1	1.05%	Increased
492	MC Moors & Cabot Boston, Massachusetts	$8.65M	+$1.23M	4	1.25%	Increased
493	FPC Falcon Point Capital San Francisco, California	$8.64M	+$1.22M	2	1.25%	Increased
494	EPM Equitec Proprietary Markets Chicago, Illinois	$8.63M	+$8.76M	1	2.03%	New
495	BHG Blue Harbour Group Greenwich, Connecticut	$8.62M	+$7.96M	1	0.31%	New
496	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$8.57M	-$8.49M	3	0.58%	Reduced
497	RMC Regis Management Company Menlo Park, California	$8.53M	+$8.65M	1	1.32%	New
498	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.53M	+$1.21M	5	1.2%	Increased
499	PP Prospector Partners Guilford, Connecticut	$8.51M	+$125K	2	1.29%	Increased
500	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.48M	+$98.9K	3	1.98%	Increased