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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	BDS Banco de Sabadell Miami, Florida	$10.4M	-$4.38M	4	1.37%	Reduced
502	Fred Alger Management New York	$10.3M	+$6.93M	2	0.04%	Increased
503	SL SIB LLC New York, New York	$10.3M	-$1.54M	1	7.58%	Reduced
504	RCYC Richard C. Young & Co Newport, Rhode Island	$10.3M	+$193K	1	1.71%	Increased
505	Virginia Retirement Systems Richmond, Virginia	$10.2M	+$2.66M	6	0.11%	Increased
506	DA Denali Advisors San Diego, California	$10.2M	-$2.03M	3	1.44%	Reduced
507	AAM Azzad Asset Management Falls Church, Virginia	$10.1M	+$254K	5	1.2%	Increased
508	Thornburg Investment Management Santa Fe, New Mexico	$10.1M	+$8.99M	1	0.1%	New
509	CAPTRUST Financial Advisors Raleigh, North Carolina	$10.1M	+$4.54M	6	0.16%	Increased
510	PP Prospector Partners Guilford, Connecticut	$10.1M	-$3.89M	2	1.41%	Reduced
511	B BP London, United Kingdom	$10.1M	+$423K	2	0.34%	Increased
512	DAM Delta Asset Management Memphis, Tennessee	$10M	-$56.1K	5	1.25%	Reduced
513	IP Interval Partners New York	$9.98M	-$472K	1	0.36%	Reduced
514	Jupiter Investment Management London, United Kingdom	$9.96M	+$10.1M	2	0.14%	New
515	SRAM Stone Ridge Asset Management New York	$9.96M	+$1.66M	5	0.59%	Increased
516	DCM Dupont Capital Management Wilmington, Delaware	$9.94M	+$684K	7	0.22%	Increased
517	DCM Divisar Capital Management San Francisco, California	$9.94M	+$2.29M	1	2.8%	Increased
518	DIA Davidson Investment Advisors Great Falls, Montana	$9.93M	-$126K	1	0.97%	Reduced
519	OneDigital Investment Advisors Overland Park, Kansas	$9.93M	+$190K	3	0.78%	Increased
520	Rockefeller Capital Management New York	$9.89M	+$498K	9	0.12%	Increased
521	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.88M	-$224K	2	0.33%	Reduced
522	MC Moors & Cabot Boston, Massachusetts	$9.83M	+$212K	4	0.99%	Increased
523	NM Newtyn Management New York	$9.81M	+$347K	1	0.91%	Increased
524	SC Skylands Capital Milwaukee, Wisconsin	$9.81M	-$1.7M	2	1.42%	Reduced
525	Capital Markets Trading (UK) London, United Kingdom	$9.78M	-$5.65M	1	0.37%	Reduced