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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	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.53M	+$5.56M	1	0.49%	Increased
477	Emerald Advisers Leola, Pennsylvania	$9.52M	-$611K	1	0.55%	Reduced
478	Hennessy Advisors Inc Novato, California	$9.51M	+$1.33M	3	0.72%	Increased
479	Brinker Capital Berwyn, Pennsylvania	$9.48M	+$2.66M	7	0.38%	Increased
480	VHAM Van Hulzen Asset Management El Dorado Hills, California	$9.48M	-$2.85M	2	2.04%	Reduced
481	Jefferies Group New York	$9.47M	-$15.6M	8	0.11%	Reduced
482	CI Investments Inc Toronto, Ontario, Canada	$9.47M	+$9.64M	2	0.06%	Increased
483	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$9.45M	+$523K	1	0.79%	Increased
484	CSC Cove Street Capital El Segundo, California	$9.35M	+$2.35M	1	1.92%	Increased
485	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$9.28M	+$6.79M	2	1.74%	Increased
486	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.27M	+$2.42M	2	0.54%	Increased
487	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$9.27M	+$6.72M	2	2.46%	Increased
488	TU TDAM USA Toronto, Ontario, Canada	$9.24M	-$526K	2	0.77%	Reduced
489	HSA Hussman Strategic Advisors Ellicott City, Maryland	$9.23M	+$3.62M	5	2.49%	Increased
490	WCMNY Westchester Capital Management (New York) Valhalla, New York	$9.21M	+$1.49M	2	0.35%	Increased
491	Lido Advisors Los Angeles, California	$9.15M	-$58.1K	2	0.39%	Reduced
492	Hyperion Asset Management Brisbane, Australia	$9.12M	+$10.8M	1	2.2%	New
493	CAPTRUST Financial Advisors Raleigh, North Carolina	$9.11M	+$770K	9	0.2%	Increased
494	SSA South Street Advisors New York	$9.09M	-$86.4K	2	2.99%	Reduced
495	PDM Penn Davis McFarland Dallas, Texas	$9M	-$182K	1	3.13%	Reduced
496	Swiss Life Asset Management Zurich,	$9M	-$82.6K	1	0.17%	Reduced
497	TW Transform Wealth Greenwood Village, Colorado	$8.96M	+$170K	2	1.91%	Increased
498	TAMH Taikang Asset Management (HK) Hong Kong	$8.91M	+$10.6M	1	2.01%	New
499	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.9M	+$2.47M	1	1.45%	Increased
500	PC Periscope Capital Toronto, Ontario, Canada	$8.83M	$0	1	1.07%	Maintained