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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	GAMCO Investors Greenwich, Connecticut	$9.64M	-$77.1K	4	0.06%	Reduced
477	First Eagle Investment Management New York	$9.63M	+$3.23M	2	0.02%	Increased
478	CI Cowen Inc New York	$9.57M	+$7.51M	3	0.02%	Increased
479	JIP Jaffetilchin Investment Partners Tampa, Florida	$9.57M	-$341K	2	3.18%	Reduced
480	Numeric Investors Boston, Massachusetts	$9.56M	+$8.68M	3	0.07%	Increased
481	DIA Davidson Investment Advisors Great Falls, Montana	$9.56M	-$177K	1	0.99%	Reduced
482	Conning Inc Hartford, Connecticut	$9.54M	+$870K	2	0.31%	Increased
483	Nissay Asset Management Tokyo, Japan	$9.53M	+$9.68M	2	0.29%	New
484	WAM World Asset Management Detroit, Michigan	$9.51M	-$439K	6	0.32%	Reduced
485	ARTA A.R.T. Advisors New York	$9.48M	+$3.16M	6	0.42%	Increased
486	WIM Wilen Investment Management Bonita Springs, Florida	$9.47M	-$844K	2	6.19%	Reduced
487	SIC Schwartz Investment Counsel Plymouth, Michigan	$9.46M	+$5.21M	1	0.56%	Increased
488	OneDigital Investment Advisors Overland Park, Kansas	$9.41M	+$8.91M	5	1.08%	Increased
489	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.38M	+$198K	1	0.46%	Increased
490	Fiera Capital (Canada) Montreal, Quebec, Canada	$9.34M	-$1.49M	2	0.04%	Reduced
491	RCIM Russell Clark Investment Management London, United Kingdom	$9.34M	+$4.24M	1	1.97%	Increased
492	Ameritas Investment Partners Lincoln, Nebraska	$9.24M	-$2.5M	15	0.42%	Reduced
493	Oppenheimer & Co New York	$9.22M	+$1.32M	7	0.24%	Increased
494	William Blair & Company Chicago, Illinois	$9.21M	+$995K	5	0.06%	Increased
495	Carnegie Investment Counsel Pepper Pike, Ohio	$9.14M	+$2.15M	2	0.81%	Increased
496	IP Interval Partners New York	$9.14M	+$8.42M	1	0.38%	New
497	GS Gagnon Securities New York	$9.03M	-$275K	1	3.2%	Reduced
498	Cambridge Investment Research Advisors Fairfield, Iowa	$8.99M	+$1.18M	4	0.11%	Increased
499	MC Moors & Cabot Boston, Massachusetts	$8.98M	+$40.5K	4	1.19%	Increased
500	AC AFAM Capital Austin, Texas	$8.91M	-$233	1	0.98%	Reduced