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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	Cullen Capital Management New York	$8.97M	-$1.78M	2	0.35%	Reduced
502	Harvest Fund Management Beijing, China	$8.87M	+$6.96M	2	1.05%	Increased
503	Mizuho Securities USA New York	$8.85M	+$8.63M	2	0.41%	Increased
504	DIA Davidson Investment Advisors Great Falls, Montana	$8.82M	-$186K	1	0.92%	Reduced
505	FG Formula Growth Montreal, Quebec, Canada	$8.81M	-$2.88M	1	1.26%	Reduced
506	CSC Cove Street Capital El Segundo, California	$8.81M	+$8.51M	1	1.14%	New
507	Employees Provident Fund Board Shah Alam, Malaysia	$8.78M	$0	1	0.23%	Maintained
508	DAM Delta Asset Management Memphis, Tennessee	$8.76M	-$486	5	1.21%	Reduced
509	IA Icon Advisers Greenwood Village, Colorado	$8.72M	+$8.03M	3	0.82%	Increased
510	Capital International Inc Los Angeles, California	$8.72M	+$7.47M	2	0.61%	Increased
511	Synovus Financial Columbus, Georgia	$8.64M	+$306K	6	0.13%	Increased
512	Hennessy Advisors Inc Novato, California	$8.62M	-$392K	2	0.41%	Reduced
513	CIBC Asset Management Toronto, Ontario, Canada	$8.61M	+$303K	6	0.05%	Increased
514	CAM Centre Asset Management New York	$8.6M	+$2.24M	1	2.07%	Increased
515	South Dakota Investment Council Sioux Falls, South Dakota	$8.58M	-$987K	4	0.18%	Reduced
516	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.58M	-$112K	4	2.85%	Reduced
517	SRC Shufro Rose & Co New York	$8.56M	+$2.14M	4	0.83%	Increased
518	Great Lakes Advisors Chicago, Illinois	$8.54M	+$1.44M	3	0.19%	Increased
519	ARTA A.R.T. Advisors New York	$8.49M	+$1.15M	8	0.48%	Increased
520	NAH Neumann Advisory (HK) Central, Hong Kong	$8.49M	+$1.17M	1	4.7%	Increased
521	NN Investment Partners Holdings The Hague, Netherlands	$8.45M	-$6.82M	3	0.07%	Reduced
522	QI QV Investors Calgary, Alberta, Canada	$8.43M	-$8.89M	1	0.27%	Reduced
523	Conning Inc Hartford, Connecticut	$8.4M	-$28.9K	2	0.28%	Reduced
524	AMG National Trust Bank Greenwood Village, Colorado	$8.35M	-$3.36K	3	0.5%	Reduced
525	KPF K2 Principal Fund Toronto, Ontario, Canada	$8.32M	+$6.64M	2	1%	Increased