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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	HCM Highfields Capital Management Boston, Massachusetts	$5.1M	-$13M	1	0.05%	Reduced
577	Carnegie Investment Counsel Pepper Pike, Ohio	$5.05M	-$1.95K	3	0.87%	Reduced
578	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$5.01M	+$2.95M	2	1.01%	Increased
579	QIM Quest Investment Management Lake Oswego, Oregon	$4.9M	-$561K	1	0.66%	Reduced
580	Shelton Capital Management Denver, Colorado	$4.89M	-$140K	7	0.53%	Reduced
581	MIS Morningstar Investment Services Chicago, Illinois	$4.88M	-$215K	2	0.21%	Reduced
582	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.86M	-$4.41M	1	0.3%	Reduced
583	MAI Capital Management Independence, Ohio	$4.83M	+$1.09M	3	0.32%	Increased
584	GS GAM Systematic Cambridge, United Kingdom	$4.83M	+$2.47M	2	0.67%	Increased
585	FIM Freedom Investment Management Hartford, Connecticut	$4.81M	+$1.72M	2	0.53%	Increased
586	Twin Tree Management Dallas, Texas	$4.81M	+$4.61M	3	0.12%	Increased
587	Profund Advisors Bethesda, Maryland	$4.8M	+$118K	6	0.19%	Increased
588	IAM Impax Asset Management Portsmouth, New Hampshire	$4.8M	-$14.5M	2	0.26%	Reduced
589	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$4.79M	-$8.58K	2	0.51%	Reduced
590	Welch & Forbes Boston, Massachusetts	$4.78M	-$811K	1	0.14%	Reduced
591	MC Middleton & Co Boston, Massachusetts	$4.74M	+$1.04M	1	1.04%	Increased
592	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$4.74M	-$2.91M	1	0.2%	Reduced
593	Palisade Capital Management Fort Lee, New Jersey	$4.73M	-$2.21M	1	0.12%	Reduced
594	EWM Edge Wealth Management New York	$4.73M	-$261K	3	1.59%	Reduced
595	ETM Euclidean Technologies Management Seattle, Washington	$4.71M	+$1.45M	2	4.29%	Increased
596	WSA Wall Street Associates Lajolla, California	$4.7M	-$1.27M	1	0.44%	Reduced
597	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.7M	+$625K	2	0.55%	Increased
598	ACP Ashfield Capital Partners San Francisco, California	$4.7M	-$49.5K	2	0.25%	Reduced
599	Choate Investment Advisors Boston, Massachusetts	$4.65M	-$28K	2	0.26%	Reduced
600	SAS Spectrum Advisory Services Atlanta, Georgia	$4.59M	-$476K	1	1.62%	Reduced