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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	AJ Ashburton (Jersey) St Helier, Jersey	$26.9M	-$592K	2	11.28%	Reduced
577	RBA Richard Bernstein Advisors New York	$26.9M	$0	2	0.52%	Maintained
578	CI Carroll Investors Mt Pleasant, South Carolina	$26.9M	+$25.6M	2	15.23%	New
579	Wedbush Securities Los Angeles, California	$26.7M	+$1.43M	5	1.15%	Increased
580	SGAM Smith Group Asset Management Dallas, Texas	$26.2M	-$17.7M	2	1.21%	Reduced
581	AR Advisory Research Chicago, Illinois	$26.2M	-$1.51M	4	2.06%	Reduced
582	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$26.2M	+$1.57M	3	2.43%	Increased
583	Illinois Municipal Retirement Fund Oak Brook, Illinois	$26M	+$4.07M	6	0.73%	Increased
584	Krane Funds Advisors New York	$25.9M	+$463K	5	0.65%	Increased
585	AWM Adams Wealth Management Logan, Utah	$25.9M	+$24.7M	1	7.6%	New
586	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$25.9M	-$60.4M	1	1.54%	Reduced
587	JCM Jag Capital Management St Louis, Missouri	$25.9M	-$452K	2	1.98%	Reduced
588	NRS Neville Rodie & Shaw New York	$25.8M	-$158K	3	1.83%	Reduced
589	Cartenna Capital Stamford, Connecticut	$25.7M	+$15.1M	2	9.69%	Increased
590	HA Heartland Advisors Milwaukee, Wisconsin	$25.7M	-$180K	3	1.51%	Reduced
591	QF QVT Financial New York	$25.7M	+$4.85M	1	0.88%	Increased
592	KMC Kirr Marbach & Co Columbus, Indiana	$25.6M	-$242K	3	6.76%	Reduced
593	PC Periscope Capital Toronto, Ontario, Canada	$25.5M	+$281K	5	0.68%	Increased
594	AIA Group Hong Kong	$25.4M	+$1.11M	1	1.2%	Increased
595	GAI General American Investors New York	$25.3M	$0	1	1.98%	Maintained
596	JIP Jaffetilchin Investment Partners Tampa, Florida	$25.1M	+$1.16M	2	2.37%	Increased
597	CTC Chai Trust Company Chicago, Illinois	$24.8M	$0	1	2.55%	Maintained
598	Coldstream Capital Management Bellevue, Washington	$24.8M	+$13.1M	7	0.78%	Increased
599	Brandywine Global Investment Management Philadelphia, Pennsylvania	$24.8M	+$370K	4	0.18%	Increased
600	WesBanco Bank Wheeling, West Virginia	$24.4M	+$398K	4	0.88%	Increased