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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	Sprucegrove Investment Management Toronto, Ontario, Canada	$6.89M	$0	1	0.44%	Maintained
577	Verition Fund Management Greenwich, Connecticut	$6.86M	-$5.52M	6	0.19%	Reduced
578	Marshall Wace North America New York	$6.85M	+$5.35M	5	0.04%	Increased
579	Natixis Paris, France	$6.85M	+$1.2M	4	0.05%	Increased
580	Virginia Retirement Systems Richmond, Virginia	$6.83M	+$564K	5	0.08%	Increased
581	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$6.82M	+$837K	2	1.71%	New
582	Point72 Asset Management Stamford, Connecticut	$6.81M	-$13.7M	9	0.04%	Reduced
583	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.8M	-$748K	7	0.3%	Reduced
584	Endurance Wealth Management Providence, Rhode Island	$6.8M	+$89.7K	4	1.07%	Increased
585	Trust Company of Vermont Brattleboro, Vermont	$6.76M	+$316K	8	0.56%	Increased
586	Bank of Nova Scotia Toronto, Ontario, Canada	$6.72M	-$406K	3	0.03%	Reduced
587	Steigerwald Gordon & Koch Leesburg, Virginia	$6.7M	-$345K	1	1.73%	Reduced
588	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.62M	-$174K	10	0.11%	Reduced
589	SAM Sandbar Asset Management London, United Kingdom	$6.61M	-$1.43M	2	3.22%	Reduced
590	Securian Asset Management St Paul, Minnesota	$6.59M	-$36.1K	7	0.15%	Reduced
591	WesBanco Bank Wheeling, West Virginia	$6.58M	-$47.1K	2	0.32%	Reduced
592	DCM Divisar Capital Management San Francisco, California	$6.5M	+$820K	1	2.21%	Increased
593	Bragg Financial Advisors Charlotte, North Carolina	$6.47M	-$53.7K	1	0.8%	Reduced
594	MIS Morningstar Investment Services Chicago, Illinois	$6.44M	$0	1	0.11%	Maintained
595	SCM SIR Capital Management New York	$6.36M	+$5.17M	1	1.11%	Increased
596	BCM Beddow Capital Management Jackson, Wyoming	$6.36M	-$305K	2	3.66%	Reduced
597	Cannell & Co New York	$6.32M	+$237K	1	0.24%	Increased
598	Colony Group Boston, Massachusetts	$6.27M	+$6.12M	2	0.2%	New
599	KHCM Kettle Hill Capital Management New York	$6.25M	+$5.96M	1	1.34%	New
600	CGM Centenus Global Management New York	$6.25M	+$2.36M	1	0.82%	Increased