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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	CA Cornerstone Advisors Asheville, North Carolina	$25.6M	-$1.8M	1	1.48%	Reduced
502	Granahan Investment Management Waltham, Massachusetts	$25.4M	-$2.32M	2	0.48%	Reduced
503	PC Periscope Capital Toronto, Ontario, Canada	$25.2M	+$8.94M	5	0.75%	Increased
504	Eventide Asset Management Boston, Massachusetts	$25M	+$6.85M	1	0.33%	Increased
505	NRS Neville Rodie & Shaw New York	$24.9M	-$279K	3	1.94%	Reduced
506	SCA Salient Capital Advisors Houston, Texas	$24.9M	+$26.2M	2	1.27%	Increased
507	KA Kintegral Advisory New York	$24.9M	$0	2	2.91%	Maintained
508	Braun Stacey Associates New York	$24.6M	-$1.54M	1	0.99%	Reduced
509	PFC Phocas Financial Corp Alameda, California	$24.6M	+$5.62M	2	3.11%	Increased
510	KMC Kirr Marbach & Co Columbus, Indiana	$24.5M	+$2.51M	3	7.19%	Increased
511	CH CVI Holdings Wilmington, Delaware	$24.5M	+$15.4M	5	1.52%	Increased
512	Advisory Services Network Atlanta, Georgia	$24.5M	+$2.15M	5	0.78%	Increased
513	H HoyleCohen San Diego, California	$24.5M	-$423K	2	2.32%	Reduced
514	Pinnacle Associates New York	$24.4M	+$806K	7	0.45%	Increased
515	Magnetar Financial Evanston, Illinois	$24.2M	+$19.7M	6	0.25%	Increased
516	PIM Parker Investment Management Menlo Park, California	$24.1M	+$16.1M	1	1.56%	Increased
517	AR Advisory Research Chicago, Illinois	$24M	+$1.46M	4	1.54%	Increased
518	South Dakota Investment Council Sioux Falls, South Dakota	$24M	-$3.15M	6	0.43%	Reduced
519	Cresset Asset Management Chicago, Illinois	$24M	+$1.55M	7	0.32%	Increased
520	Credit Agricole Montrouge Cedex, France	$23.9M	+$583K	4	0.46%	Increased
521	Livforsakringsbolaget Skandia Stockholm, Sweden	$23.9M	+$1.61M	3	1.49%	Increased
522	DAM Delta Asset Management Memphis, Tennessee	$23.8M	+$202K	5	2.3%	Increased
523	AJ Ashburton (Jersey) St Helier, Jersey	$23.8M	-$457K	2	10.5%	Reduced
524	PHM Prospect Hill Management Short Hills, New Jersey	$23.7M	+$15.5K	1	16.34%	Increased
525	Eastern Bank Boston, Massachusetts	$23.7M	+$105K	1	1.14%	Increased