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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
501	Trexquant Investment Stamford, Connecticut	$5.81M	+$1.59M	6	0.76%	Increased
502	CIBC Asset Management Toronto, Ontario, Canada	$5.81M	+$141K	4	0.04%	Increased
503	HR Howe & Rusling Rochester, New York	$5.79M	+$335K	5	1.27%	Increased
504	CCM Coe Capital Management Highland Park, Illinois	$5.78M	-$5.4M	1	2%	Reduced
505	GA Geneva Advisors Chicago, Illinois	$5.77M	+$2.4M	3	0.11%	Increased
506	LG Leuthold Group Minneapolis, Minnesota	$5.77M	+$6.31M	1	0.61%	New
507	DAM Delta Asset Management Memphis, Tennessee	$5.77M	+$140K	4	1%	Increased
508	CC Coastland Capital Palo Alto, California	$5.75M	$0	1	0.23%	Maintained
509	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$5.75M	+$392K	1	3.63%	Increased
510	GCP GSA Capital Partners London, United Kingdom	$5.74M	-$789K	8	0.32%	Reduced
511	Profund Advisors Bethesda, Maryland	$5.72M	+$641K	6	0.28%	Increased
512	GL GLG LLC New York	$5.61M	-$2.42M	4	0.42%	Reduced
513	Oppenheimer & Co New York	$5.58M	+$827K	5	0.17%	Increased
514	BHTS Bar Harbor Trust Services Ellsworth, Maine	$5.57M	+$1.28M	1	2.75%	Increased
515	Employees Retirement System of Texas Austin, Texas	$5.53M	+$2.45M	5	0.08%	Increased
516	QS Investors New York	$5.51M	+$1.2M	12	0.05%	Increased
517	CHAM Clear Harbor Asset Management Stamford, Connecticut	$5.49M	-$92.8K	1	1.19%	Reduced
518	Capital International Inc Los Angeles, California	$5.45M	-$1.13M	1	0.66%	Reduced
519	NRS Neville Rodie & Shaw New York	$5.45M	-$75.6K	3	0.65%	Reduced
520	TAM Third Avenue Management New York	$5.43M	-$606K	3	0.24%	Reduced
521	TIM Thompson Investment Management Madison, Wisconsin	$5.38M	-$219K	1	1.1%	Reduced
522	KIA KCM Investment Advisors Greenbrae, California	$5.37M	+$429K	3	0.38%	Increased
523	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.35M	-$232K	1	1%	Reduced
524	D.A. Davidson & Co Great Falls, Montana	$5.35M	+$185K	10	0.16%	Increased
525	Eagle Asset Management St Petersburg, Florida	$5.34M	-$871K	2	0.04%	Reduced