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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	ACM Axel Capital Management New York	$7.28M	+$8.59M	1	6.46%	New
552	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.27M	-$18.3K	1	0.99%	Reduced
553	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.2M	+$16.9K	8	0.61%	Increased
554	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$7.15M	-$349K	1	0.39%	Reduced
555	Stephens Inc Little Rock, Arkansas	$7.14M	+$548K	2	0.18%	Increased
556	HP Harvey Partners Tarrytown, New York	$7.11M	+$569K	2	9.9%	Increased
557	MAP Moody Aldrich Partners Marblehead, Massachusetts	$7.11M	+$2.51M	2	2.05%	Increased
558	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.08M	+$551K	2	0.93%	Increased
559	Brinker Capital Berwyn, Pennsylvania	$7.04M	+$729K	5	0.25%	Increased
560	Pacer Advisors Malvern, Pennsylvania	$7.04M	-$3.44M	5	0.26%	Reduced
561	Meag Munich Ergo Munich, Germany	$7.03M	+$2.25M	1	0.42%	Increased
562	RBA Richard Bernstein Advisors New York	$7.03M	-$1.24M	2	0.2%	Reduced
563	Hudson Bay Capital Management Stamford, Connecticut	$7.02M	-$575K	1	0.09%	Reduced
564	SRAM Stone Ridge Asset Management New York	$7.01M	-$1.29M	9	0.38%	Reduced
565	Tudor Investment Corp Stamford, Connecticut	$7M	+$439K	6	0.18%	Increased
566	Private Advisor Group Morristown, New Jersey	$6.99M	-$237K	5	0.14%	Reduced
567	DCM Dupont Capital Management Wilmington, Delaware	$6.95M	-$1.57M	6	0.15%	Reduced
568	BOK Financial Tulsa, Oklahoma	$6.88M	+$72.5K	4	0.17%	Increased
569	Great Lakes Advisors Chicago, Illinois	$6.8M	+$665K	3	0.15%	Increased
570	Quantbot Technologies New York	$6.71M	-$782K	6	0.47%	Reduced
571	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.67M	-$1.81M	6	0.09%	Reduced
572	Weiss Asset Management Boston, Massachusetts	$6.65M	+$3.58M	1	0.51%	Increased
573	RMC Regis Management Company Menlo Park, California	$6.62M	$0	1	0.99%	Maintained
574	CAM ClariVest Asset Management San Diego, California	$6.57M	-$94.3K	3	0.12%	Reduced
575	SAM Securian Asset Management St Paul, Minnesota	$6.56M	-$72.7K	6	0.16%	Reduced