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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	Glazer Capital LLC New York	$9.08M	-$3.51M	1	0.96%	Reduced
502	MAI Capital Management Independence, Ohio	$9M	+$167K	2	0.46%	Increased
503	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.97M	-$31.2K	2	1.25%	Reduced
504	Nissay Asset Management Tokyo, Japan	$8.96M	+$174K	2	0.24%	Increased
505	UONDDL University of Notre Dame du Lac South Bend, Indiana	$8.94M	+$1M	1	1.66%	Increased
506	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$8.93M	+$464K	1	0.57%	Increased
507	FPC Falcon Point Capital San Francisco, California	$8.88M	+$662K	1	1.91%	Increased
508	Conning Inc Hartford, Connecticut	$8.83M	-$548K	2	0.26%	Reduced
509	GAMCO Investors Greenwich, Connecticut	$8.75M	-$408K	4	0.06%	Reduced
510	MSL Mackay Shields LLC New York	$8.74M	+$952K	3	0.07%	Increased
511	MCIM Meadow Creek Investment Management Atlanta, Georgia	$8.74M	+$1.75M	8	0.17%	Increased
512	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$8.67M	+$7.97M	1	0.61%	New
513	GA Gagnon Advisors New York	$8.64M	$0	1	5.18%	Maintained
514	PAM Private Asset Management San Diego, California	$8.55M	-$149K	2	1.35%	Reduced
515	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$8.5M	-$102K	1	2.13%	Reduced
516	ZDA Zweig-DiMenna Associates New York	$8.47M	+$7.49M	1	0.7%	Increased
517	SRC Shufro Rose & Co New York	$8.46M	-$376K	2	0.79%	Reduced
518	CIBC Asset Management Toronto, Ontario, Canada	$8.44M	+$95.9K	5	0.05%	Increased
519	CEP Chicago Equity Partners Chicago, Illinois	$8.43M	+$2.1M	6	0.25%	Increased
520	AA Apriem Advisors Irvine, California	$8.43M	-$887K	2	1.85%	Reduced
521	MC Moors & Cabot Boston, Massachusetts	$8.4M	+$85.6K	5	1.03%	Increased
522	SEC Seven Eight Capital New York	$8.4M	+$6.46M	4	0.51%	Increased
523	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.39M	+$20.2K	8	0.36%	Increased
524	RI Redwood Investments Boston, Massachusetts	$8.38M	-$7.52M	1	0.65%	Reduced
525	Peregrine Capital Management Minneapolis, Minnesota	$8.35M	+$8.65M	1	0.2%	New