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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	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.24M	-$377K	10	0.41%	Reduced
527	DCM Dupont Capital Management Wilmington, Delaware	$8.23M	-$2.02M	7	0.19%	Reduced
528	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$8.22M	-$955K	1	2.39%	Reduced
529	BCMNY Buckingham Capital Management (New York) New York	$8.2M	+$7.86M	1	1.01%	New
530	Bridges Investment Management Omaha, Nebraska	$8.13M	-$1.06M	2	0.31%	Reduced
531	Cambiar Investors Denver, Colorado	$8.11M	-$315K	2	0.21%	Reduced
532	OPCM Osborne Partners Capital Management San Francisco, California	$8.1M	-$183K	1	1.55%	Reduced
533	MC Moors & Cabot Boston, Massachusetts	$8.1M	-$476K	3	1.03%	Reduced
534	TA Teton Advisors Rye, New York	$8.1M	+$98.9K	4	0.79%	Increased
535	Nippon Life Global Investors Americas New York	$8.04M	+$1.95M	1	0.61%	Increased
536	FTI Fiduciary Trust International Lincoln, Massachusetts	$7.99M	+$7.49M	1	1.8%	Increased
537	Mariner Overland Park, Kansas	$7.96M	+$304K	4	0.09%	Increased
538	WCMNY Westchester Capital Management (New York) Valhalla, New York	$7.89M	+$7.84M	1	0.26%	New
539	Wilmington Savings Fund Society Wilmington, Delaware	$7.89M	-$154K	1	0.43%	Reduced
540	Caprock Group Boise, Idaho	$7.87M	+$5.61M	4	1.54%	Increased
541	Eagle Asset Management St Petersburg, Florida	$7.78M	-$235K	3	0.04%	Reduced
542	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.72M	-$2.83K	1	1.05%	Reduced
543	CA Cullinan Associates Louisville, Kentucky	$7.7M	+$1.8M	1	0.56%	Increased
544	FBCM Fort Baker Capital Management Larkspur, California	$7.67M	+$7.7M	1	6.07%	New
545	HBK Investments Dallas, Texas	$7.67M	-$10.6M	1	0.07%	Reduced
546	BA Boston Advisors Boston, Massachusetts	$7.65M	-$647K	4	0.41%	Reduced
547	EULAV Asset Management Sarasota, Florida	$7.62M	-$412K	2	0.29%	Reduced
548	Tudor Investment Corp Stamford, Connecticut	$7.61M	-$3.37M	4	0.22%	Reduced
549	Carnegie Investment Counsel Pepper Pike, Ohio	$7.58M	+$51.2K	3	0.49%	Increased
550	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.55M	+$12.1K	1	0.48%	Increased