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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	Scotia Capital Toronto, Ontario, Canada	$7.02M	+$1.63M	4	0.1%	Increased
552	Twin Tree Management Dallas, Texas	$7.01M	+$1.52M	3	0.06%	Increased
553	PFC Phocas Financial Corp Alameda, California	$7M	+$117K	1	0.5%	Increased
554	Profund Advisors Bethesda, Maryland	$6.99M	+$155K	6	0.29%	Increased
555	EWM Edge Wealth Management New York	$6.92M	-$116K	3	2.09%	Reduced
556	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$6.85M	+$6.43M	1	0.3%	New
557	PCM Palouse Capital Management Spokane, Washington	$6.75M	+$6.4M	3	2.26%	Increased
558	FA FDx Advisors Chicago, Illinois	$6.75M	-$357K	3	0.19%	Reduced
559	CAM ClariVest Asset Management San Diego, California	$6.69M	+$2M	2	0.15%	Increased
560	Polar Capital London, United Kingdom	$6.68M	+$4.88M	1	0.08%	Increased
561	LIM Lagoda Investment Management New York	$6.65M	+$6.75M	1	2.4%	New
562	Carnegie Investment Counsel Pepper Pike, Ohio	$6.62M	+$314K	2	0.77%	Increased
563	PWPCM Perella Weinberg Partners Capital Management New York	$6.55M	+$3.78M	2	0.55%	Increased
564	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.51M	+$445K	6	0.65%	Increased
565	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.48M	-$27.2K	6	0.3%	Reduced
566	RIM Rainier Investment Management Seattle, Washington	$6.46M	-$1.38M	1	1.52%	Reduced
567	Polar Asset Management Partners Toronto, Ontario, Canada	$6.45M	-$19.5M	1	0.13%	Reduced
568	State of Alaska Department of Revenue Juneau, Alaska	$6.41M	+$2.25M	7	0.33%	Increased
569	RPA Rock Point Advisors Burlington, Vermont	$6.4M	+$58.1K	1	2.98%	Increased
570	KIA KCM Investment Advisors Greenbrae, California	$6.36M	-$128K	3	0.39%	Reduced
571	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$6.36M	+$5.97M	1	0.77%	New
572	PTB Pioneer Trust Bank Salem, Oregon	$6.21M	-$643K	1	3.22%	Reduced
573	ARTA A.R.T. Advisors New York	$6.19M	+$964K	4	0.32%	Increased
574	SW SVB Wealth Boston, Massachusetts	$6.15M	+$781K	3	0.24%	Increased
575	TPCM Three Peaks Capital Management Castle Rock, Colorado	$6.14M	+$2.81M	1	0.91%	Increased