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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	NIM Northeast Investment Management Boston, Massachusetts	$29.5M	+$453K	2	1.55%	Increased
527	AWM Adams Wealth Management Logan, Utah	$29.5M	+$2.65M	1	9.64%	Increased
528	HCM Hawkeye Capital Management Miami Beach, Florida	$29.4M	-$4.95M	1	11.58%	Reduced
529	Abeille Asset Management France	$29.4M	+$25.5M	1	0.84%	New
530	RBA Richard Bernstein Advisors New York	$29.4M	+$2.26M	2	0.58%	Increased
531	Moore Capital Management New York	$29.3M	-$15M	3	0.74%	Reduced
532	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$29.3M	+$1.09M	4	2.5%	Increased
533	LGT Fund Management Vaduz, Liechtenstein	$29.2M	+$23.2M	3	3.88%	Increased
534	SCA Snowden Capital Advisors New York	$29.1M	+$10.9M	6	1.17%	Increased
535	MDSL M.D. Sass LLC New York	$29M	-$3.4M	1	4.97%	Reduced
536	Banco Santander Madrid, Spain	$29M	+$18.5M	2	0.31%	Increased
537	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$29M	+$2.2M	3	2.57%	Increased
538	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$28.9M	-$2.42M	1	1.56%	Reduced
539	QIM Quest Investment Management Lake Oswego, Oregon	$28.7M	-$365K	1	2.73%	Reduced
540	SIM Sadoff Investment Management Milwaukee, Wisconsin	$28.6M	-$99.6K	1	1.82%	Reduced
541	Prudential plc London, England, United Kingdom	$28.5M	+$12.6M	2	0.41%	Increased
542	SSA South Street Advisors New York	$28.2M	-$296K	3	5.33%	Reduced
543	Stratos Wealth Partners Beachwood, Ohio	$28.1M	-$2M	4	0.63%	Reduced
544	MFAM Motley Fool Asset Management Alexandria, Virginia	$27.7M	-$268K	1	2.03%	Reduced
545	Vaughan Nelson Investment Management Houston, Texas	$27.6M	-$599K	2	0.31%	Reduced
546	Polar Asset Management Partners Toronto, Ontario, Canada	$27.5M	-$8.08M	3	0.3%	Reduced
547	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$27.3M	-$43.2K	3	3.91%	Reduced
548	VHAM Van Hulzen Asset Management El Dorado Hills, California	$27.2M	-$1.39M	2	2.89%	Reduced
549	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$27.2M	+$27.2K	3	3.29%	Increased
550	NRS Neville Rodie & Shaw New York	$27.2M	-$632K	3	2.02%	Reduced