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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
576	MUFG Securities EMEA London, United Kingdom	$6.46M	+$6.23M	1	1.41%	New
577	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.46M	-$189K	2	3.02%	Reduced
578	Nordea Investment Management Stockholm, Sweden	$6.42M	+$2.43M	3	0.03%	Increased
579	DBG De Burlo Group Boston, Massachusetts	$6.42M	$0	1	1.55%	Maintained
580	GA Geneva Advisors Chicago, Illinois	$6.41M	-$883K	4	0.12%	Reduced
581	GA Gagnon Advisors New York	$6.39M	$0	1	3.62%	Maintained
582	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.37M	-$139K	3	1.23%	Reduced
583	BCMNY Buckingham Capital Management (New York) New York	$6.35M	+$303K	1	0.59%	Increased
584	Commerce Bank Kansas City, Missouri	$6.34M	+$518K	3	0.11%	Increased
585	PCA Private Capital Advisors Darien, Connecticut	$6.32M	+$1.49M	2	2.4%	Increased
586	EP Wealth Advisors Torrance, California	$6.28M	+$416K	1	1.72%	Increased
587	KIA KCM Investment Advisors Greenbrae, California	$6.28M	-$99.4K	4	0.65%	Reduced
588	Numeric Investors Boston, Massachusetts	$6.2M	-$2.36M	5	0.11%	Reduced
589	VCM Vigilant Capital Management Portland, Maine	$6.15M	+$319K	3	1.45%	Increased
590	TIM Thompson Investment Management Madison, Wisconsin	$6.12M	-$95.3K	1	1.22%	Reduced
591	Ladenburg Thalmann Financial Services Miami, Florida	$6.11M	+$1.84M	12	0.18%	Increased
592	Manning & Napier Advisors Fairport, New York	$6.08M	-$14.1M	1	0.03%	Reduced
593	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.03M	-$18.9M	4	0.54%	Reduced
594	GC Globeflex Capital San Diego, California	$5.98M	-$45.6K	1	0.68%	Reduced
595	AssetMark Inc Concord, California	$5.95M	+$1.55M	4	0.15%	Increased
596	GL GLG LLC New York	$5.9M	+$5.7M	3	0.2%	New
597	CC Coastland Capital Palo Alto, California	$5.89M	+$5.68M	1	0.24%	New
598	Miller Howard Investments Kingston, New York	$5.87M	-$22K	1	0.11%	Reduced
599	PP Palladium Partners Norfolk, Virginia	$5.82M	-$1.4M	2	0.53%	Reduced
600	Tudor Investment Corp Stamford, Connecticut	$5.82M	-$8.28M	6	0.25%	Reduced