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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	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$7.56M	-$396K	1	0.07%	Reduced
527	CAM Centre Asset Management New York	$7.55M	+$935K	1	2.01%	Increased
528	Employees Retirement System of Texas Austin, Texas	$7.54M	+$1.71M	4	0.1%	Increased
529	Johnson Investment Counsel Cincinnati, Ohio	$7.5M	+$577K	6	0.21%	Increased
530	Moors & Cabot Boston, Massachusetts	$7.45M	-$1.29M	4	1.24%	Reduced
531	Oppenheimer & Co New York	$7.42M	+$66.2K	7	0.2%	Increased
532	Cambridge Investment Research Advisors Fairfield, Iowa	$7.41M	-$1.3M	3	0.11%	Reduced
533	Cohen & Steers New York	$7.4M	-$38.1K	1	0.02%	Reduced
534	Osborne Partners Capital Management San Francisco, California	$7.37M	+$740K	1	1.05%	Increased
535	MC Marcus Capital Northbrook, Illinois	$7.36M	-$570K	1	6.3%	Reduced
536	CMG Cavalry Management Group San Francisco, California	$7.33M	-$7.65M	1	2.91%	Reduced
537	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.29M	+$946K	4	1.22%	Increased
538	Steinberg Global Asset Management Boca Raton, Florida	$7.24M	+$674K	2	1.1%	Increased
539	Lowe Brockenbrough & Co Richmond, Virginia	$7.22M	-$38.3K	2	1.13%	Reduced
540	Edge Wealth Management New York	$7.21M	-$82.5K	3	2.27%	Reduced
541	Schonfeld Strategic Advisors New York	$7.21M	+$5.06M	4	0.74%	Increased
542	GA Gagnon Advisors New York	$7.18M	+$15.8K	1	6.19%	Increased
543	FA FDx Advisors Chicago, Illinois	$7.15M	+$583K	4	0.21%	Increased
544	Phocas Financial Corp Alameda, California	$7.1M	-$2.77M	1	0.59%	Reduced
545	GLG LLC New York	$7.1M	+$1.69M	4	0.44%	Increased
546	Weiss Multi-Strategy Advisers New York	$7.05M	-$7.63M	2	0.3%	Reduced
547	AIC AWM Investment Company New York	$7.02M	+$1.43M	1	1.24%	Increased
548	RIM Rainier Investment Management Seattle, Washington	$6.98M	-$1.45M	1	1.39%	Reduced
549	Denali Advisors San Diego, California	$6.98M	-$611K	3	1.14%	Reduced
550	Bahl & Gaynor Cincinnati, Ohio	$6.96M	+$1.41M	3	0.08%	Increased