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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	SCM SIR Capital Management New York	$31.9M	+$12.5M	3	5.04%	Increased
527	QIM Quantitative Investment Management Charlottesville, Virginia	$31.9M	-$11.2M	3	4.47%	Reduced
528	Hotchkis & Wiley Capital Management Los Angeles, California	$31.7M	-$17.4M	5	0.1%	Reduced
529	Eventide Asset Management Boston, Massachusetts	$31.6M	+$2.14M	1	0.4%	Increased
530	Vaughan Nelson Investment Management Houston, Texas	$31.5M	-$13.5M	2	0.32%	Reduced
531	Connectus Wealth Cincinnati, Ohio	$31.1M	+$29.7M	4	1.2%	New
532	SFM Stack Financial Management Whitefish, Montana	$30.9M	-$14.1K	1	2.66%	Reduced
533	SC Sasco Capital Fairfield, Connecticut	$30.7M	-$7.21M	1	3.53%	Reduced
534	Harvest Fund Management Beijing, China	$30.7M	+$286K	7	5.19%	Increased
535	FP Foundry Partners Minneapolis, Minnesota	$30.6M	-$11M	5	1.09%	Reduced
536	Merewether Investment Management Dallas, Texas	$30.6M	+$28.8M	2	3.25%	Increased
537	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$30.5M	+$29M	1	2.55%	New
538	Baker Avenue Asset Management San Francisco, California	$30.4M	+$9.84M	3	1.52%	Increased
539	TCM Tao Capital Management San Francisco, California	$30.4M	-$28.9M	1	9.28%	Reduced
540	Stratos Wealth Partners Beachwood, Ohio	$30.1M	+$2.1M	5	0.67%	Increased
541	Bragg Financial Advisors Charlotte, North Carolina	$30M	$0	5	1.92%	Maintained
542	Boothbay Fund Management New York	$29.9M	+$22.1M	9	0.7%	Increased
543	Advisory Services Network Atlanta, Georgia	$29.7M	-$1.09M	5	0.85%	Reduced
544	Capital Fund Management (CFM) Paris, France	$29.7M	+$23.2M	6	0.21%	Increased
545	FFM Fullerton Fund Management Singapore	$29.7M	+$15.8M	1	1.49%	Increased
546	Avantax Advisory Services Dallas, Texas	$29.6M	+$5.16M	6	0.45%	Increased
547	Blackstone Inc New York	$29.5M	-$106M	3	0.07%	Reduced
548	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$29.4M	+$6.5M	2	1.39%	Increased
549	Dynamic Advisor Solutions Phoenix, Arizona	$29.1M	+$4.94M	2	2.08%	Increased
550	MC Muhlenkamp & Co Wexford, Pennsylvania	$29M	-$56.8K	2	10.1%	Reduced