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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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$17.3M	-$303K	3	0.82%	Reduced
577	SCA Snowden Capital Advisors New York	$17.3M	+$2.67M	5	0.87%	Increased
578	RBA Richard Bernstein Advisors New York	$17.2M	$0	2	0.36%	Maintained
579	IRF IBM Retirement Fund Armonk, New York	$17.2M	-$3.22M	4	1.35%	Reduced
580	Krane Funds Advisors New York	$17.1M	+$10.7M	6	0.51%	Increased
581	SCM Stevens Capital Management Radnor, Pennsylvania	$17.1M	+$11.4M	1	5.02%	Increased
582	GA GFS Advisors Houston, Texas	$17M	+$13K	1	3.83%	Increased
583	MC Moors & Cabot Boston, Massachusetts	$17M	+$221K	6	1.19%	Increased
584	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$17M	+$11.7K	3	2.45%	Increased
585	Baker Avenue Asset Management San Francisco, California	$17M	+$28.3K	2	0.96%	Increased
586	Emerald Advisers Leola, Pennsylvania	$16.9M	+$4.91M	4	0.62%	Increased
587	VWA Visionary Wealth Advisors O'fallon, Illinois	$16.9M	+$7.5K	3	1.7%	Increased
588	Lincoln National Corp Radnor, Pennsylvania	$16.9M	-$266K	4	0.36%	Reduced
589	AIC AWM Investment Company New York	$16.8M	$0	2	1.66%	Maintained
590	DCM Dupont Capital Management Wilmington, Delaware	$16.8M	-$7.06M	6	0.4%	Reduced
591	Klingenstein Fields & Co New York	$16.8M	+$15.9M	2	0.69%	Increased
592	Wedbush Securities Los Angeles, California	$16.7M	+$272K	5	0.79%	Increased
593	TCM Tygh Capital Management Portland, Oregon	$16.5M	+$5.75M	3	2.25%	Increased
594	Carnegie Investment Counsel Pepper Pike, Ohio	$16.5M	+$1.48M	4	0.62%	Increased
595	Quadrature Capital London, United Kingdom	$16.5M	-$26.6M	5	0.63%	Reduced
596	Alpha Cubed Investments Irvine, California	$16.4M	+$54.3K	2	1.19%	Increased
597	SC Slow Capital Greenbrae, California	$16.4M	-$2.74M	3	3.11%	Reduced
598	Capital International Sarl Los Angeles, California	$16.4M	-$1.25M	1	1.42%	Reduced
599	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.4M	-$1.66M	3	1.71%	Reduced
600	Vident Investment Advisory Alpharetta, Georgia	$16.4M	+$230K	8	0.5%	Increased