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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	Wasatch Advisors Salt Lake City, Utah	$6.08M	-$888K	2	0.09%	Reduced
502	First Citizens Bank & Trust Raleigh, North Carolina	$6.01M	+$3.65M	2	0.55%	Increased
503	SC Spitfire Capital Mill Valley, California	$6M	-$1.53M	1	2.67%	Reduced
504	Edmond de Rothschild Asset Management (France) Paris, France	$5.96M	-$2.92M	1	0.26%	Reduced
505	Mirae Asset Global Investments Seoul, South Korea	$5.91M	+$3.54M	2	0.12%	Increased
506	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.9M	-$499K	7	0.31%	Reduced
507	AIM Assured Investment Management New York	$5.8M	+$2.76M	5	0.13%	Increased
508	DIA Davidson Investment Advisors Great Falls, Montana	$5.8M	+$51.2K	1	0.89%	Increased
509	Engineers Gate Manager New York	$5.79M	+$1.36M	3	0.6%	Increased
510	PC Pier Capital Stamford, Connecticut	$5.7M	+$1.79M	1	1.01%	Increased
511	FWSM First Wilshire Securities Management Pasadena, California	$5.7M	+$571K	2	1.71%	Increased
512	Barings Charlotte, North Carolina	$5.68M	-$3.75M	5	0.15%	Reduced
513	AAM ACK Asset Management Greenwich, Connecticut	$5.65M	+$5.54M	1	1.71%	New
514	Advisor Group Phoenix, Arizona	$5.63M	+$164K	14	0.14%	Increased
515	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$5.61M	$0	1	0.16%	Maintained
516	DA Denali Advisors San Diego, California	$5.59M	+$1.59M	3	0.85%	Increased
517	South Dakota Investment Council Sioux Falls, South Dakota	$5.58M	$0	3	0.12%	Maintained
518	GA Gagnon Advisors New York	$5.55M	$0	1	4.39%	Maintained
519	TAM THB Asset Management Norwalk, Connecticut	$5.55M	-$3.14M	1	0.81%	Reduced
520	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.53M	$0	1	0.39%	Maintained
521	Acadian Asset Management Boston, Massachusetts	$5.51M	-$12.3M	6	0.03%	Reduced
522	CIBC Asset Management Toronto, Ontario, Canada	$5.47M	-$650K	3	0.04%	Reduced
523	JIP Jaffetilchin Investment Partners Tampa, Florida	$5.46M	-$982K	1	1.73%	Reduced
524	Capital International Inc Los Angeles, California	$5.44M	-$550K	1	0.65%	Reduced
525	GL GLG LLC New York	$5.41M	-$437K	4	0.39%	Reduced