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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
601	CAM Cypress Asset Management Houston, Texas	$4.62M	+$61.1K	1	0.87%	Increased
602	Carnegie Investment Counsel Pepper Pike, Ohio	$4.59M	-$488K	3	0.8%	Reduced
603	Sculptor Capital New York	$4.59M	-$9.94M	1	0.01%	Reduced
604	Analytic Investors Los Angeles, California	$4.58M	-$22.2K	3	0.06%	Reduced
605	DCM Dupont Capital Management Wilmington, Delaware	$4.56M	-$5.64M	2	0.1%	Reduced
606	WIS Wright Investors Service Shelton, Connecticut	$4.54M	+$1.63M	2	2.17%	Increased
607	HR Howe & Rusling Rochester, New York	$4.53M	+$530K	5	0.99%	Increased
608	Andra AP-fonden Goteborg, Sweden	$4.49M	-$1.37M	2	0.13%	Reduced
609	Choate Investment Advisors Boston, Massachusetts	$4.46M	-$73.4K	2	0.26%	Reduced
610	Ameritas Investment Partners Lincoln, Nebraska	$4.46M	+$395K	5	0.29%	Increased
611	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4.44M	+$504K	4	0.57%	Increased
612	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$4.42M	-$3.95M	3	0.37%	Reduced
613	PP Paloma Partners Greenwich, Connecticut	$4.41M	+$307K	5	0.09%	Increased
614	SCM SkyTop Capital Management Rutherford, New Jersey	$4.36M	+$5.22M	1	4.01%	New
615	Jefferies Group New York	$4.32M	+$1.46M	9	0.02%	Increased
616	QOP Quinn Opportunity Partners Charlottesville, Virginia	$4.29M	+$474K	1	2.04%	Increased
617	PCA Private Capital Advisors Darien, Connecticut	$4.25M	+$56.8K	1	1.39%	Increased
618	NCM Northroad Capital Management New York	$4.24M	+$214K	1	2.18%	Increased
619	CC Clearline Capital New York	$4.21M	+$576K	1	0.59%	Increased
620	Driehaus Capital Management Chicago, Illinois	$4.21M	-$2.69M	2	0.15%	Reduced
621	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.21M	-$343K	2	0.84%	Reduced
622	SCM Seamans Capital Management Boston, Massachusetts	$4.2M	+$56.9K	2	10.12%	Increased
623	Janney Montgomery Scott Philadelphia, Pennsylvania	$4.2M	-$12.3M	2	0.09%	Reduced
624	Welch & Forbes Boston, Massachusetts	$4.2M	-$539K	1	0.13%	Reduced
625	SAS Spectrum Advisory Services Atlanta, Georgia	$4.16M	-$424K	1	1.58%	Reduced