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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
526	KIA KCM Investment Advisors Greenbrae, California	$6.13M	+$179K	3	0.41%	Increased
527	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.04M	-$245K	7	0.31%	Reduced
528	CIBC Asset Management Toronto, Ontario, Canada	$6.01M	+$279K	4	0.04%	Increased
529	DIA Davidson Investment Advisors Great Falls, Montana	$5.96M	+$32.1K	1	0.85%	Increased
530	Profund Advisors Bethesda, Maryland	$5.94M	+$716K	7	0.27%	Increased
531	TAM THB Asset Management Norwalk, Connecticut	$5.91M	-$947K	1	0.73%	Reduced
532	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.9M	+$1.12M	3	1.02%	Increased
533	Squarepoint New York	$5.87M	+$3.12M	4	0.24%	Increased
534	RCM Riverhead Capital Management Wilmington, Delaware	$5.84M	+$1.21M	9	0.36%	Increased
535	SAM Shell Asset Management The Hague, Netherlands	$5.83M	+$293K	4	0.14%	Increased
536	TCM Tributary Capital Management Omaha, Nebraska	$5.82M	+$58.6K	2	0.68%	Increased
537	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.81M	-$842K	2	0.79%	Reduced
538	AIM Assured Investment Management New York	$5.79M	-$357K	3	0.11%	Reduced
539	Oppenheimer & Co New York	$5.76M	+$355K	7	0.17%	Increased
540	Bridges Investment Management Omaha, Nebraska	$5.75M	+$274K	2	0.82%	Increased
541	Employees Retirement System of Texas Austin, Texas	$5.74M	$0	4	0.08%	Maintained
542	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.74M	-$8.48M	1	1.14%	Reduced
543	Driehaus Capital Management Chicago, Illinois	$5.66M	+$4.68M	2	0.2%	Increased
544	SFM Systematic Financial Management Teaneck, New Jersey	$5.61M	-$30.1M	3	0.09%	Reduced
545	Ancora Advisors Cleveland, Ohio	$5.52M	+$4.25M	3	0.4%	Increased
546	Stephens Inc Little Rock, Arkansas	$5.46M	+$167K	4	0.22%	Increased
547	MC Menta Capital San Francisco, California	$5.43M	+$800K	5	0.45%	Increased
548	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.43M	-$216K	1	0.38%	Reduced
549	Candriam SCA Strassen, Luxembourg, Luxembourg	$5.42M	+$1.52M	1	0.12%	Increased
550	IECM Intrinsic Edge Capital Management Chicago, Illinois	$5.39M	+$4.78M	1	2.29%	New