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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	AIM Aurora Investment Managers Naples, Florida	$16.1M	-$3.87M	1	15.07%	Reduced
577	NRS Neville Rodie & Shaw New York	$16.1M	-$1.77M	3	1.39%	Reduced
578	Alpha Cubed Investments Irvine, California	$16.1M	-$9.66M	2	1.37%	Reduced
579	SCM Snow Capital Management Sewickley, Pennsylvania	$16M	+$6.59M	2	2.72%	Increased
580	Wealthspire Advisors (New York) New York	$16M	+$11.2M	2	0.48%	Increased
581	EAM Evanson Asset Management Carmel, California	$16M	+$592K	1	2.55%	Increased
582	Driehaus Capital Management Chicago, Illinois	$15.9M	-$1.17M	3	0.26%	Reduced
583	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$15.8M	+$10.7M	3	1.8%	Increased
584	GA Greenhaven Associates Purchase, New York	$15.7M	-$7.35M	1	0.3%	Reduced
585	Livforsakringsbolaget Skandia Stockholm, Sweden	$15.7M	+$2.61M	3	1.33%	Increased
586	TCM Twin Capital Management Mcmurray, Pennsylvania	$15.7M	+$1.45M	2	1.43%	Increased
587	SL Stevard LLC Chicago, Illinois	$15.6M	-$1.94M	1	5.28%	Reduced
588	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$15.5M	+$1.62M	1	0.59%	Increased
589	Martingale Asset Management Boston, Massachusetts	$15.4M	-$3.52M	9	0.18%	Reduced
590	MC Moors & Cabot Boston, Massachusetts	$15.4M	-$57.2K	4	1.29%	Reduced
591	Andra AP-fonden Goteborg, Sweden	$15.4M	-$8.92M	2	0.34%	Reduced
592	PTB Pioneer Trust Bank Salem, Oregon	$15.4M	+$11.2M	1	4.67%	Increased
593	DZ Bank Frankfurt Am Main, Germany	$15.3M	-$1.37M	2	0.03%	Reduced
594	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$15.3M	-$187K	8	0.85%	Reduced
595	Cookson Peirce & Co Pittsburgh, Pennsylvania	$15.3M	+$12.6M	4	1.04%	Increased
596	OCM Olstein Capital Management Purchase, New York	$15.2M	-$4.05M	2	2.42%	Reduced
597	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$15.1M	+$1.93M	3	0.97%	Increased
598	DCM Divisar Capital Management San Francisco, California	$15.1M	-$4.52M	1	4.61%	Reduced
599	Allstate Corporation Northbrook, Illinois	$15M	-$340K	3	0.47%	Reduced
600	Simplicity Solutions Minneapolis, Minnesota	$15M	-$907K	4	0.22%	Reduced