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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	THCM Tipp Hill Capital Management New York	$7.01M	$0	1	5.24%	Maintained
552	Capital Fund Management (CFM) Paris, France	$6.99M	-$44M	6	0.09%	Reduced
553	TCM Tygh Capital Management Portland, Oregon	$6.98M	-$8.56M	2	1.42%	Reduced
554	Bridges Investment Management Omaha, Nebraska	$6.98M	-$1.49M	2	1.46%	Reduced
555	Sentry Investments Toronto, Ontario, Canada	$6.97M	+$6.31M	1	0.1%	New
556	Arrowstreet Capital Boston, Massachusetts	$6.92M	-$11.7M	2	0.04%	Reduced
557	LSV Asset Management Chicago, Illinois	$6.87M	-$89.1K	2	0.02%	Reduced
558	PA Para Advisors New York	$6.87M	+$6.74M	1	3.25%	New
559	Stephens Inc Little Rock, Arkansas	$6.87M	+$2.93M	4	0.37%	Increased
560	UPA Union Point Advisors San Mateo, California	$6.84M	-$1.36M	2	3.13%	Reduced
561	Los Angeles Capital Management Los Angeles, California	$6.78M	-$1.56M	3	0.07%	Reduced
562	B Bellecapital Zurich, Switzerland	$6.75M	+$131K	1	5.87%	Increased
563	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.74M	-$103K	1	1.12%	Reduced
564	ICRM Insight Capital Research & Management Walnut Creek, California	$6.73M	-$2.27M	2	1.55%	Reduced
565	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.67M	+$884K	5	1.09%	Increased
566	NCM Northroad Capital Management New York	$6.66M	-$208K	1	2.41%	Reduced
567	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.65M	-$62K	6	0.32%	Reduced
568	PRC Platte River Capital Denver, Colorado	$6.63M	+$14.5K	2	0.9%	Increased
569	AA Apriem Advisors Irvine, California	$6.61M	-$72K	3	2.5%	Reduced
570	VCAM Van Cleef Asset Management Beachwood, Ohio	$6.57M	+$56.3K	2	2.88%	Increased
571	NCM Novare Capital Management Charlotte, North Carolina	$6.56M	+$764K	1	1.75%	Increased
572	Jupiter Investment Management London, United Kingdom	$6.56M	+$4.59M	2	0.44%	Increased
573	Zurich Cantonal Bank Zurich, Switzerland	$6.54M	-$1.02M	6	0.2%	Reduced
574	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$6.49M	-$546K	3	0.77%	Reduced
575	CIBC Asset Management Toronto, Ontario, Canada	$6.47M	+$1.1M	4	0.04%	Increased