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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	Paradigm Capital Management Inc Albany, New York	$49M	-$247K	4	2.23%	Reduced
502	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$48.8M	+$9.87M	20	0.26%	Increased
503	Kennedy Capital Management St Louis, Missouri	$48.7M	+$6.49M	6	1.04%	Increased
504	Hotchkis & Wiley Capital Management Los Angeles, California	$48.5M	+$44.1M	3	0.17%	Increased
505	SFM Stack Financial Management Whitefish, Montana	$48M	-$717K	1	4.44%	Reduced
506	Railway Pension Investments London, United Kingdom	$47.9M	-$714K	4	0.57%	Reduced
507	AHC Adell Harriman & Carpenter Houston, Texas	$47.9M	+$1.96M	3	3.7%	Increased
508	LBP AM Paris, France	$47.8M	-$9.53M	4	1.96%	Reduced
509	DAM Delta Asset Management Memphis, Tennessee	$47.7M	-$298K	5	4.31%	Reduced
510	SAM Securian Asset Management St Paul, Minnesota	$47.6M	+$1.52M	10	1.39%	Increased
511	Envestnet Portfolio Solutions Chicago, Illinois	$47.6M	-$1.73M	11	0.17%	Reduced
512	Stephens Inc Little Rock, Arkansas	$47.5M	+$593K	8	0.72%	Increased
513	PFM Privium Fund Management Amsterdam, Netherlands	$47.4M	+$7.69M	1	12.09%	Increased
514	KOC Koss-Olinger Consulting Gainesville, Florida	$47.4M	+$36.9M	4	4.38%	Increased
515	TPI Trust Point Inc La Crosse, Wisconsin	$47.4M	-$157K	5	3.8%	Reduced
516	NC Nightview Capital Austin, Texas	$47M	-$3.05M	1	46.18%	Reduced
517	Adams Diversified Equity Fund Baltimore, Maryland	$46.9M	$0	2	1.6%	Maintained
518	SCGE Management Menlo Park, California	$46.9M	+$48.3M	1	0.92%	New
519	New Mexico Educational Retirement Board Santa Fe, New Mexico	$46.5M	+$2.17M	10	1.62%	Increased
520	NIM Northeast Investment Management Boston, Massachusetts	$46.4M	-$225K	2	2.18%	Reduced
521	Rathbones Group Liverpool, United Kingdom	$46M	+$12.9M	5	0.25%	Increased
522	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$45.8M	+$10.3M	1	1.08%	Increased
523	Ethic Inc New York	$45.6M	+$4.6M	10	1.07%	Increased
524	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$45.6M	-$7.68M	1	4.54%	Reduced
525	Capital Fund Management (CFM) Paris, France	$45.2M	+$34.8M	3	0.13%	Increased