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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	TCTC Holdings Dallas, Texas	$7.51M	-$64.2K	1	0.41%	Reduced
552	DF Donoghue Forlines Boston, Massachusetts	$7.49M	+$6.33M	2	0.88%	Increased
553	Burney Company Reston, Virginia	$7.47M	+$5.11M	3	0.45%	Increased
554	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.47M	-$2.34M	1	0.52%	Reduced
555	MCM McRae Capital Management Morristown, New Jersey	$7.45M	+$216K	2	2.98%	Increased
556	Moore Capital Management New York	$7.45M	-$3.58M	2	0.18%	Reduced
557	Andra AP-fonden Goteborg, Sweden	$7.45M	-$955K	1	0.21%	Reduced
558	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$7.44M	-$111M	2	0.3%	Reduced
559	VI Versor Investments New York	$7.39M	+$5.16M	1	0.49%	Increased
560	HCM Hodges Capital Management Dallas, Texas	$7.33M	+$1.31M	1	0.79%	Increased
561	PC Pier Capital Stamford, Connecticut	$7.27M	-$56.1K	1	1.12%	Reduced
562	BCP Blue Chip Partners Farmington Hills, Michigan	$7.24M	+$492K	1	1.62%	Increased
563	Nissay Asset Management Tokyo, Japan	$7.23M	-$283K	2	0.18%	Reduced
564	State of Michigan Retirement System Lansing, Michigan	$7.2M	-$1.45M	6	0.07%	Reduced
565	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$7.2M	-$24.4M	6	0.02%	Reduced
566	MCM Matarin Capital Management New York	$7.14M	+$4.41M	3	0.51%	Increased
567	CM Capital Management Glen Allen, Virginia	$7.14M	+$170K	1	1.97%	Increased
568	Bridgeway Capital Management Houston, Texas	$7.12M	-$719K	6	0.09%	Reduced
569	Capital Fund Management (CFM) Paris, France	$7.04M	+$6.01M	3	0.06%	Increased
570	SEC Seven Eight Capital New York	$6.99M	-$881K	5	0.37%	Reduced
571	ECG Edge Capital Group Atlanta, Georgia	$6.99M	-$75.9K	1	0.67%	Reduced
572	Stephens Inc Little Rock, Arkansas	$6.99M	-$744K	2	0.16%	Reduced
573	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.94M	$0	12	0.06%	Maintained
574	SRAM Stone Ridge Asset Management New York	$6.89M	-$7.59M	8	0.41%	Reduced
575	JC Jacobs & Co San Francisco, California	$6.89M	+$1.69M	3	1.11%	Increased