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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	Thornburg Investment Management Santa Fe, New Mexico	$6.31M	-$1.18M	1	0.09%	Reduced
577	ClearBridge Investments New York	$6.29M	-$446K	5	0.01%	Reduced
578	LHC Lodge Hill Capital New York	$6.25M	-$3.7M	1	2.75%	Reduced
579	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.24M	-$1.72M	2	2.19%	Reduced
580	VWA Visionary Wealth Advisors O'fallon, Illinois	$6.24M	+$619K	1	1.18%	Increased
581	WIC Willis Investment Counsel Gainesville, Georgia	$6.23M	-$19.5M	1	0.52%	Reduced
582	Profund Advisors Bethesda, Maryland	$6.23M	-$3.33M	3	0.47%	Reduced
583	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.21M	-$219K	6	0.58%	Reduced
584	AIC AWM Investment Company New York	$6.21M	+$123K	1	1.65%	Increased
585	SI Sapience Investments Newport Beach, California	$6.2M	+$8.18M	1	1.38%	New
586	PP Prospector Partners Guilford, Connecticut	$6.2M	-$2.47M	1	1.17%	Reduced
587	MLIM Mountain Lake Investment Management Boca Raton, Florida	$6.19M	-$3.72M	1	6.01%	Reduced
588	Homestead Advisers Arlington, Virginia	$6.17M	-$2.13M	2	0.18%	Reduced
589	AI Atom Investors Austin, Texas	$6.16M	+$7.39M	1	0.54%	Increased
590	Wilmington Savings Fund Society Wilmington, Delaware	$6.15M	+$447K	3	0.36%	Increased
591	SRAM Stone Ridge Asset Management New York	$6.09M	+$321K	5	0.66%	Increased
592	Old Mission Capital Chicago, Illinois	$6.05M	-$396K	1	0.51%	Reduced
593	Colony Group Boston, Massachusetts	$6.02M	-$126K	2	0.2%	Reduced
594	First Allied Advisory Services San Diego, California	$5.97M	-$131K	8	0.26%	Reduced
595	Andra AP-fonden Goteborg, Sweden	$5.94M	-$458K	1	0.22%	Reduced
596	WesBanco Bank Wheeling, West Virginia	$5.93M	+$100K	3	0.34%	Increased
597	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.93M	+$534K	7	0.36%	Increased
598	SC Slow Capital Greenbrae, California	$5.91M	-$1.65M	1	2.23%	Reduced
599	Vident Investment Advisory Alpharetta, Georgia	$5.91M	+$1.48M	4	0.39%	Increased
600	SRC Shufro Rose & Co New York	$5.83M	-$334K	4	0.7%	Reduced