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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	EULAV Asset Management Sarasota, Florida	$8.27M	-$198K	2	0.29%	Reduced
577	ClearBridge Investments New York	$8.26M	+$40.5K	6	0.01%	Increased
578	AIM Aurora Investment Managers Naples, Florida	$8.2M	+$6.38M	1	8.02%	New
579	Profund Advisors Bethesda, Maryland	$8.18M	+$420K	8	0.36%	Increased
580	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$8.17M	-$536K	1	0.48%	Reduced
581	SRC Shufro Rose & Co New York	$8.17M	-$277K	4	0.74%	Reduced
582	Lido Advisors Los Angeles, California	$8.09M	+$4.44M	2	0.32%	Increased
583	PCM Penn Capital Management Philadelphia, Pennsylvania	$8.08M	-$1.34M	1	0.85%	Reduced
584	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$8.06M	+$12.3K	1	1.89%	Increased
585	Weiss Multi-Strategy Advisers New York	$8.02M	+$7.15M	2	0.13%	New
586	Walleye Trading New York	$7.99M	+$6.74M	7	0.06%	Increased
587	WCMNY Westchester Capital Management (New York) Valhalla, New York	$7.96M	$0	1	0.28%	Maintained
588	First Manhattan New York	$7.95M	-$225K	7	0.04%	Reduced
589	State of Michigan Retirement System Lansing, Michigan	$7.95M	+$77.1K	6	0.07%	Increased
590	TA Teton Advisors Rye, New York	$7.93M	+$11.9K	4	0.8%	Increased
591	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.82M	-$159K	3	0.2%	Reduced
592	Bragg Financial Advisors Charlotte, North Carolina	$7.77M	+$153K	1	0.87%	Increased
593	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.75M	-$37.9K	6	0.58%	Reduced
594	Andra AP-fonden Goteborg, Sweden	$7.71M	-$453K	1	0.22%	Reduced
595	Aequim Alternative Investments Mill Valley, California	$7.7M	$0	1	1.43%	Maintained
596	RCM Rutabaga Capital Management Boston, Massachusetts	$7.64M	-$1.55M	1	2.93%	Reduced
597	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$7.6M	+$50.9K	3	2%	Increased
598	EWM Endurance Wealth Management Providence, Rhode Island	$7.57M	+$292K	5	1.16%	Increased
599	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.57M	-$175K	13	0.03%	Reduced
600	Colony Group Boston, Massachusetts	$7.52M	+$282K	2	0.19%	Increased