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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	SV Sturgeon Ventures London, United Kingdom	$9.49M	+$7.77M	2	4.31%	Increased
477	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.47M	-$2.09M	1	0.68%	Reduced
478	Wilmington Savings Fund Society Wilmington, Delaware	$9.45M	-$168K	1	0.54%	Reduced
479	DIA Davidson Investment Advisors Great Falls, Montana	$9.39M	-$278K	1	1.01%	Reduced
480	Fred Alger Management New York	$9.36M	-$6.59M	3	0.04%	Reduced
481	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$9.33M	-$62.5K	1	0.57%	Reduced
482	PDM Penn Davis McFarland Dallas, Texas	$9.33M	-$81.3K	1	2.85%	Reduced
483	UR USCA RIA Houston, Texas	$9.32M	+$836K	1	1.03%	Increased
484	Dorsal Capital Management Redwood City, California	$9.31M	+$11.5M	1	0.45%	New
485	William Blair & Company Chicago, Illinois	$9.31M	+$1.11M	4	0.07%	Increased
486	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.29M	+$103K	5	0.14%	Increased
487	Quantbot Technologies New York	$9.29M	+$1.4M	7	0.8%	Increased
488	Cullen Capital Management New York	$9.29M	-$2.25M	2	0.33%	Reduced
489	RCIM Russell Clark Investment Management London, United Kingdom	$9.26M	+$1.58M	1	1.85%	Increased
490	Oppenheimer & Co New York	$9.24M	+$928K	7	0.24%	Increased
491	2L 22NW LP Seattle, Washington	$9.22M	+$2.06M	2	4.8%	Increased
492	Fiera Capital (Canada) Montreal, Quebec, Canada	$9.19M	+$548K	2	0.04%	Increased
493	Amalgamated Bank New York	$9.19M	-$3.78M	7	0.24%	Reduced
494	Howard Capital Management Roswell, Georgia	$9.18M	+$1.3M	1	1.16%	Increased
495	MCIM Meadow Creek Investment Management Atlanta, Georgia	$9.18M	-$4.26M	8	0.2%	Reduced
496	FPC Falcon Point Capital San Francisco, California	$9.14M	-$952K	1	1.83%	Reduced
497	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$9.13M	+$710K	1	2.03%	Increased
498	Capital International Los Angeles, California	$9.12M	+$5.87M	2	1.63%	Increased
499	Credit Agricole Montrouge Cedex, France	$9.07M	-$1.92M	5	0.61%	Reduced
500	First Eagle Investment Management New York	$8.98M	-$126K	1	0.02%	Reduced