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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
551	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$5.42M	+$817K	2	1.7%	Increased
552	WAM Water Asset Management New York	$5.4M	+$5.56M	1	3.45%	New
553	SCM Signia Capital Management Spokane, Washington	$5.38M	-$1.39M	2	1.67%	Reduced
554	QAM Quentec Asset Management New York	$5.35M	-$6.13M	1	1.79%	Reduced
555	CAM Centre Asset Management New York	$5.32M	+$986K	1	0.84%	Increased
556	SRFM Shannon River Fund Management New York	$5.32M	-$2.89M	1	0.37%	Reduced
557	SAS Spectrum Advisory Services Atlanta, Georgia	$5.31M	-$148K	1	2.05%	Reduced
558	Curi RMB Capital Chicago, Illinois	$5.25M	-$160K	2	0.38%	Reduced
559	Korea Investment Corp Seoul, South Korea	$5.24M	-$3.91M	2	0.06%	Reduced
560	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$5.24M	-$439K	1	0.3%	Reduced
561	WC Wexford Capital West Palm Beach, Florida	$5.2M	+$2.13M	2	0.43%	Increased
562	QIM Quantitative Investment Management Charlottesville, Virginia	$5.18M	+$3.26M	5	0.46%	Increased
563	VCM Vigilant Capital Management Portland, Maine	$5.16M	+$16.3K	3	1.46%	Increased
564	ACP Ashfield Capital Partners San Francisco, California	$5.14M	-$1.04M	2	0.27%	Reduced
565	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.14M	-$754K	2	0.34%	Reduced
566	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.09M	+$3.41M	1	0.01%	Increased
567	TCM Tradition Capital Management Summit, New Jersey	$5.09M	+$20.2K	1	1.8%	Increased
568	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.05M	+$2.31M	1	1.23%	Increased
569	EP Wealth Advisors Torrance, California	$5.04M	+$242K	1	1.58%	Increased
570	CCM Coe Capital Management Highland Park, Illinois	$5.04M	+$1.57M	1	3.37%	Increased
571	D.A. Davidson & Co Great Falls, Montana	$5.03M	+$90.8K	7	0.23%	Increased
572	Robeco Institutional Asset Management Rotterdam, Netherlands	$5.03M	-$176K	3	0.05%	Reduced
573	WMC Westwood Management Corporation Chicago, Illinois	$5.02M	-$1.87M	1	0.96%	Reduced
574	SCM Salem Capital Management Woburn, Massachusetts	$5.01M	+$236K	1	2.31%	Increased
575	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.96M	+$4.21M	2	1.06%	Increased