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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	RIM Redpoint Investment Management Sydney, NSW, Australia	$11.3M	-$355K	2	0.63%	Reduced
502	FP Foundry Partners Minneapolis, Minnesota	$11.3M	-$1.95M	3	0.55%	Reduced
503	Hennessy Advisors Inc Novato, California	$11.2M	-$630K	3	0.78%	Reduced
504	AE Wealth Management Topeka, Kansas	$11.2M	+$431K	4	0.17%	Increased
505	HSA Hussman Strategic Advisors Ellicott City, Maryland	$11.1M	-$286K	4	2.84%	Reduced
506	Wolverine Asset Management Chicago, Illinois	$11.1M	-$3.83M	4	0.11%	Reduced
507	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$11.1M	+$1M	1	0.52%	Increased
508	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$11M	+$427K	12	0.03%	Increased
509	OCM Olstein Capital Management Purchase, New York	$11M	-$2.62M	2	2.05%	Reduced
510	Baker Avenue Asset Management San Francisco, California	$11M	+$8.57M	2	0.9%	Increased
511	CSC Cove Street Capital El Segundo, California	$11M	-$12.3K	1	2.17%	Reduced
512	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.9M	-$67.1K	1	1.24%	Reduced
513	Picton Mahoney Asset Management Toronto, Ontario, Canada	$10.9M	$0	1	0.63%	Maintained
514	Great Lakes Advisors Chicago, Illinois	$10.8M	-$9.44M	5	0.26%	Reduced
515	NRS Neville Rodie & Shaw New York	$10.8M	-$1.52M	3	1.12%	Reduced
516	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$10.8M	+$8.11M	1	6.58%	New
517	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$10.8M	$0	1	0.16%	Maintained
518	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$10.8M	+$8.11M	1	0.97%	New
519	Hawk Ridge Capital Management Los Angeles, California	$10.8M	-$7.15M	1	1.11%	Reduced
520	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$10.7M	-$1.31M	6	0.09%	Reduced
521	Sit Investment Associates Minneapolis, Minnesota	$10.7M	-$2.94M	2	0.33%	Reduced
522	TAM Third Avenue Management New York	$10.7M	-$1.36M	1	1.49%	Reduced
523	GIA Granite Investment Advisors Concord, New Hampshire	$10.6M	-$587K	3	2.29%	Reduced
524	AF Advisornet Financial Minnetonka, Minnesota	$10.5M	+$862K	9	0.85%	Increased
525	OneDigital Investment Advisors Overland Park, Kansas	$10.5M	-$41K	3	0.76%	Reduced