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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	Capital International Sarl Los Angeles, California	$17.9M	-$2.34M	1	1.87%	Reduced
552	CCM CAAS Capital Management New York	$17.9M	+$10.5M	1	0.17%	Increased
553	GF Greenhouse Funds Baltimore, Maryland	$17.8M	+$15.9M	1	1.66%	New
554	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$17.8M	-$1.48M	3	1.89%	Reduced
555	VWM Valley Wealth Managers Paramus, New Jersey	$17.6M	-$566K	2	1.72%	Reduced
556	KL KGH Ltd Nassau, Bahamas	$17.5M	-$20.9M	2	2.53%	Reduced
557	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.4M	+$5.12M	2	0.61%	Increased
558	Rathbones Group Liverpool, United Kingdom	$17.3M	-$1.57M	1	0.25%	Reduced
559	SSA South Street Advisors New York	$17.2M	-$758K	2	3.64%	Reduced
560	FTCM Fir Tree Capital Management New York	$17.2M	+$5.07M	2	0.83%	Increased
561	Oppenheimer Asset Management New York	$17.1M	-$1.67M	8	0.29%	Reduced
562	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$17.1M	+$346K	8	0.41%	Increased
563	Cetera Advisors Denver, Colorado	$17M	+$662K	2	0.55%	Increased
564	RBA Richard Bernstein Advisors New York	$17M	$0	2	0.42%	Maintained
565	IP Intellectus Partners San Francisco, California	$17M	-$1.83M	1	5.08%	Reduced
566	Illinois Municipal Retirement Fund Oak Brook, Illinois	$16.9M	+$8.25M	6	0.79%	Increased
567	DBC Deep Basin Capital Stamford, Connecticut	$16.9M	+$10.4M	1	2.28%	New
568	Alyeska Investment Group Chicago, Illinois	$16.7M	+$4.49M	3	0.24%	Increased
569	Brinker Capital Investments Berwyn, Pennsylvania	$16.5M	-$1.86M	6	0.25%	Reduced
570	PP PDT Partners New York	$16.4M	-$5.59M	3	1.11%	Reduced
571	Conning Inc Hartford, Connecticut	$16.4M	+$5.22M	3	0.52%	Increased
572	Phoenix Financial Givatayim, Israel	$16.3M	+$11.1M	3	0.44%	Increased
573	AIA Group Hong Kong	$16.2M	+$9.72M	1	1.87%	New
574	FI FormulaFolio Investments Grand Rapids, Michigan	$16.2M	+$10.5M	3	0.34%	Increased
575	SGAM Smith Group Asset Management Dallas, Texas	$16.2M	-$841K	2	0.94%	Reduced