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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	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.69M	-$344K	11	0.31%	Reduced
527	CA Cullinan Associates Louisville, Kentucky	$9.68M	+$352K	1	0.65%	Increased
528	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$9.64M	+$7.5M	1	14.09%	New
529	Brinker Capital Berwyn, Pennsylvania	$9.62M	+$1.27M	5	0.3%	Increased
530	Group One Trading Chicago, Illinois	$9.61M	+$5.94M	6	0.07%	Increased
531	MCM Matarin Capital Management New York	$9.55M	-$4.32M	2	0.91%	Reduced
532	NIM Northeast Investment Management Boston, Massachusetts	$9.45M	+$4.45M	1	0.7%	Increased
533	WI WBI Investments Red Bank, New Jersey	$9.41M	+$7.84M	2	1.01%	Increased
534	Burney Company Reston, Virginia	$9.4M	+$226K	3	0.52%	Increased
535	WC Walthausen & Co Malta, New York	$9.36M	+$4.9M	1	1.23%	Increased
536	TIAA FSB Jacksonville, Florida	$9.31M	+$8.28M	2	0.04%	Increased
537	HSA Hussman Strategic Advisors Ellicott City, Maryland	$9.28M	-$832K	3	2.95%	Reduced
538	Stephens Inc Little Rock, Arkansas	$9.27M	+$328K	3	0.19%	Increased
539	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$9.26M	-$3.83M	1	1.21%	Reduced
540	HCM Hodges Capital Management Dallas, Texas	$9.24M	-$79.4K	2	1.22%	Reduced
541	CAM Centre Asset Management New York	$9.23M	-$715K	1	2.16%	Reduced
542	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.18M	$0	2	0.41%	Maintained
543	Caprock Group Boise, Idaho	$9.13M	+$43.3K	4	1.63%	Increased
544	Wilmington Savings Fund Society Wilmington, Delaware	$9.13M	+$486K	2	0.46%	Increased
545	IECM Intrinsic Edge Capital Management Chicago, Illinois	$9.01M	+$9.25M	1	1.13%	New
546	TAM THB Asset Management Norwalk, Connecticut	$9.01M	+$1.32M	3	1.67%	Increased
547	RC Roubaix Capital Denver, Colorado	$9M	-$348K	2	8.66%	Reduced
548	BAPIM British Airways Pensions Investment Management London, United Kingdom	$9M	+$9.02M	1	0.38%	New
549	TCTC Holdings Dallas, Texas	$8.97M	+$218K	1	0.46%	Increased
550	Carnegie Investment Counsel Pepper Pike, Ohio	$8.93M	+$357K	3	0.51%	Increased