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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	BRF B. Riley Financial Los Angeles, California	$40.4M	-$8.21M	1	4.54%	Reduced
477	Nippon Life Global Investors Americas New York	$40.2M	+$1.66M	2	1.9%	Increased
478	BOK Financial Tulsa, Oklahoma	$40M	+$590K	4	0.62%	Increased
479	Pinnacle Associates New York	$39.8M	+$9.72M	7	0.69%	Increased
480	Perfromance Wealth Partners Hinsdale, Illinois	$39.5M	+$37.6M	1	1.59%	New
481	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$39.4M	-$4.61M	12	0.39%	Reduced
482	Hudson Bay Capital Management Stamford, Connecticut	$39.2M	+$528K	7	0.4%	Increased
483	EIP Easterly Investment Partners Beverly, Massachusetts	$39M	-$10.8M	3	2.84%	Reduced
484	MA Mezzasalma Advisors Tinton Falls, New Jersey	$38.3M	+$280K	1	20.57%	Increased
485	Credit Agricole Montrouge Cedex, France	$38.3M	+$6.29M	4	0.61%	Increased
486	D.A. Davidson & Co Great Falls, Montana	$38.3M	+$3.87M	7	0.41%	Increased
487	APA American Portfolios Advisors Holbrook, New York	$37.9M	+$909K	20	1.28%	Increased
488	IEQ Capital Foster City, California	$37.8M	+$1.36M	2	0.87%	Increased
489	ACM Argent Capital Management St Louis, Missouri	$37.8M	-$67.3K	1	1.09%	Reduced
490	Cubist Systematic Strategies Stamford, Connecticut	$37.5M	-$18.6M	23	0.36%	Reduced
491	MAI Capital Management Independence, Ohio	$37.4M	+$2.52M	3	0.6%	Increased
492	Synovus Financial Columbus, Georgia	$37.3M	-$358K	5	0.37%	Reduced
493	PR Payden & Rygel Los Angeles, California	$37.2M	+$35.7M	1	1.72%	New
494	Polar Asset Management Partners Toronto, Ontario, Canada	$37.1M	+$7.42M	6	0.39%	Increased
495	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$36.9M	+$4.1M	2	1.09%	Increased
496	Manning & Napier Group Fairport, New York	$36.9M	-$2.03M	2	0.31%	Reduced
497	GW&K Investment Management Boston, Massachusetts	$36.8M	+$4.82M	1	0.31%	Increased
498	Munro Partners Melbourne, Australia	$36.4M	+$33.9M	1	1.02%	Increased
499	Mission Wealth Management Santa Barbara, California	$36.3M	-$1.36M	3	1.63%	Reduced
500	H HoyleCohen San Diego, California	$36.2M	+$2.79M	2	3.01%	Increased