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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	Orion Portfolio Solutions Omaha, Nebraska	$8.93M	+$8.36M	11	0.7%	New
552	Wolverine Trading Chicago, Illinois	$8.9M	-$4.85M	8	0.02%	Reduced
553	CM Capital Management Glen Allen, Virginia	$8.9M	-$1.38M	2	2.27%	Reduced
554	Old Mission Capital Chicago, Illinois	$8.88M	+$7.58M	1	0.68%	Increased
555	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$8.88M	+$7.67M	1	0.36%	New
556	Allstate Corporation Northbrook, Illinois	$8.85M	+$383K	3	0.16%	Increased
557	PC Periscope Capital Toronto, Ontario, Canada	$8.82M	+$1.49M	1	1.06%	Increased
558	AIC AWM Investment Company New York	$8.75M	$0	1	1.71%	Maintained
559	GH GAM Holding Zurich, Switzerland	$8.73M	-$2.66M	3	0.41%	Reduced
560	Harvest Fund Management Beijing, China	$8.72M	+$372K	4	0.9%	Increased
561	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.71M	+$1.59M	1	1.13%	Increased
562	Conning Inc Hartford, Connecticut	$8.71M	-$1.06M	2	0.29%	Reduced
563	MPAM Monarch Partners Asset Management Boston, Massachusetts	$8.7M	-$8.91M	2	1.94%	Reduced
564	Verition Fund Management Greenwich, Connecticut	$8.64M	+$2.57M	4	0.16%	Increased
565	BOK Financial Tulsa, Oklahoma	$8.62M	+$5.44M	3	0.19%	Increased
566	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.61M	-$42.8K	1	1.07%	Reduced
567	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.61M	-$101K	9	0.43%	Reduced
568	SRCM Sage Rock Capital Management New York	$8.57M	+$8.53M	1	2.43%	New
569	PC Pier Capital Stamford, Connecticut	$8.53M	+$408K	1	1.39%	Increased
570	First Eagle Investment Management New York	$8.43M	-$19.1M	1	0.02%	Reduced
571	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.43M	-$871K	4	2.93%	Reduced
572	ECG Edge Capital Group Atlanta, Georgia	$8.36M	+$447K	1	0.81%	Increased
573	OPCM Osborne Partners Capital Management San Francisco, California	$8.35M	-$341K	1	1.69%	Reduced
574	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$8.34M	-$2.63M	1	1.66%	Reduced
575	ETrade Capital Management Arlington, Virginia	$8.32M	+$1.16M	8	0.19%	Increased