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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	PP Paloma Partners Greenwich, Connecticut	$8.4M	+$1.85M	10	0.1%	Increased
502	CIBC Asset Management Toronto, Ontario, Canada	$8.4M	+$374K	4	0.06%	Increased
503	JCM Jag Capital Management St Louis, Missouri	$8.23M	-$3.76M	1	1.65%	Reduced
504	SRC Shufro Rose & Co New York	$8.21M	-$226K	2	0.88%	Reduced
505	EA Evanston Advisors Schaumburg, Illinois	$8.21M	-$23.5K	1	2.02%	Reduced
506	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.19M	+$7.91M	2	1.97%	Increased
507	Carmignac Gestion Paris, France	$8.13M	-$2.16M	1	0.07%	Reduced
508	LSV Asset Management Chicago, Illinois	$8.11M	+$141K	2	0.01%	Increased
509	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.01M	+$8.2M	1	0.57%	New
510	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8M	-$703K	6	0.32%	Reduced
511	UR USCA RIA Houston, Texas	$7.98M	+$2.35M	1	1.02%	Increased
512	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.98M	-$1.76M	9	0.4%	Reduced
513	Dai-ichi Life Insurance Company Tokyo, Japan	$7.96M	-$285K	2	0.18%	Reduced
514	Cullen Capital Management New York	$7.93M	$0	1	0.28%	Maintained
515	MAM Meeder Asset Management Dublin, Ohio	$7.92M	+$4.75M	10	0.76%	Increased
516	PPCM Pillar Pacific Capital Management Pacifica, California	$7.82M	+$577K	4	1.07%	Increased
517	William Blair & Company Chicago, Illinois	$7.74M	-$1.76M	5	0.06%	Reduced
518	DAM Delta Asset Management Memphis, Tennessee	$7.73M	+$77K	4	1.2%	Increased
519	TA Teton Advisors Rye, New York	$7.72M	$0	4	0.76%	Maintained
520	FPC Falcon Point Capital San Francisco, California	$7.68M	-$500K	1	1.04%	Reduced
521	Achmea Investment Management Zeist, Netherlands	$7.68M	-$2.09M	2	0.46%	Reduced
522	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.66M	+$12K	1	1.1%	Increased
523	RCM Riverhead Capital Management Wilmington, Delaware	$7.65M	+$562K	9	0.38%	Increased
524	Glenview Trust Louisville, Kentucky	$7.64M	+$408K	2	0.59%	Increased
525	ExxonMobil Investment Management Irving, Texas	$7.62M	-$1.24M	2	0.19%	Reduced