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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	Penn Capital Management Philadelphia, Pennsylvania	$9.5M	-$3.73M	1	0.99%	Reduced
477	MAI Capital Management Independence, Ohio	$9.44M	-$50K	2	0.42%	Reduced
478	Quantbot Technologies New York	$9.33M	+$7.84M	11	0.92%	Increased
479	NM Newtyn Management New York	$9.31M	+$247K	1	0.88%	Increased
480	CAM Centre Asset Management New York	$9.23M	+$686K	1	2.13%	Increased
481	Synovus Financial Columbus, Georgia	$9.18M	+$514K	6	0.14%	Increased
482	Azzad Asset Management Falls Church, Virginia	$9.16M	+$4.04M	5	1.14%	Increased
483	BAM Barrett Asset Management New York	$9.15M	+$8.7M	2	0.6%	Increased
484	Apriem Advisors Irvine, California	$9.12M	-$398K	2	2.02%	Reduced
485	ARTA A.R.T. Advisors New York	$9.07M	+$433K	9	0.45%	Increased
486	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.04M	-$334K	11	0.35%	Reduced
487	Lansdowne Partners (UK) London, United Kingdom	$9.02M	-$63.5M	1	0.24%	Reduced
488	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$8.9M	+$44.9K	1	2.55%	Increased
489	Delta Asset Management Memphis, Tennessee	$8.86M	+$93K	5	1.18%	Increased
490	Davidson Investment Advisors Great Falls, Montana	$8.84M	+$28K	1	0.92%	Increased
491	CIBC Asset Management Toronto, Ontario, Canada	$8.77M	-$108K	6	0.05%	Reduced
492	AIC AWM Investment Company New York	$8.74M	+$123K	1	1.85%	Increased
493	CM Capital Management Glen Allen, Virginia	$8.72M	+$1.62M	2	2.39%	Increased
494	Conning Inc Hartford, Connecticut	$8.61M	+$226K	2	0.3%	Increased
495	HSA Hussman Strategic Advisors Ellicott City, Maryland	$8.59M	+$852K	3	2.43%	Increased
496	OneDigital Investment Advisors Overland Park, Kansas	$8.55M	+$7.64M	3	0.77%	Increased
497	RCM Riverhead Capital Management Wilmington, Delaware	$8.47M	-$3.26M	9	0.31%	Reduced
498	Burney Company Reston, Virginia	$8.43M	+$993K	3	0.51%	Increased
499	DCM Dupont Capital Management Wilmington, Delaware	$8.28M	-$217K	6	0.19%	Reduced
500	Moors & Cabot Boston, Massachusetts	$8.26M	+$186K	3	0.91%	Increased