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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	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$5.72M	+$4.5M	1	0.44%	Increased
602	GCP GSA Capital Partners London, United Kingdom	$5.71M	+$2.76M	7	0.58%	Increased
603	Varma Mutual Pension Insurance Co Helsinki, Finland	$5.7M	$0	1	0.1%	Maintained
604	Natixis Paris, France	$5.7M	-$5.34M	3	0.04%	Reduced
605	CA Cullinan Associates Louisville, Kentucky	$5.66M	+$351K	1	0.43%	Increased
606	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$5.65M	+$1.78K	2	2.07%	Increased
607	Intact Investment Management Montreal, Quebec, Canada	$5.64M	-$115K	2	0.2%	Reduced
608	DCM Divisar Capital Management San Francisco, California	$5.6M	+$12.7K	1	1.83%	Increased
609	GAM GVO Asset Management Zug, Switzerland	$5.6M	-$7.35M	1	4.9%	Reduced
610	PAM Private Asset Management San Diego, California	$5.58M	-$1.71M	1	0.99%	Reduced
611	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.58M	+$1.35M	3	0.05%	Increased
612	Vident Investment Advisory Alpharetta, Georgia	$5.56M	-$10.7M	5	0.3%	Reduced
613	AFM Andesa Financial Management Allentown, Pennsylvania	$5.54M	+$2.95M	1	2.73%	Increased
614	Wasatch Advisors Salt Lake City, Utah	$5.54M	-$649K	1	0.06%	Reduced
615	NCM Nelson Capital Management Menlo Park, California	$5.52M	+$37.7K	2	1.38%	Increased
616	SAM Shell Asset Management The Hague, Netherlands	$5.52M	-$168K	7	0.12%	Reduced
617	CEP Chicago Equity Partners Chicago, Illinois	$5.5M	-$393K	4	0.21%	Reduced
618	DC Diametric Capital Boston, Massachusetts	$5.48M	+$2.63M	1	4.3%	Increased
619	Jefferies Group New York	$5.44M	+$2.09M	7	0.04%	Increased
620	PP PDT Partners New York	$5.43M	-$2.21M	3	0.31%	Reduced
621	WI Wafra Inc New York	$5.41M	-$9.66M	1	0.19%	Reduced
622	FNT First Nebraska Trust Lincoln, Nebraska	$5.4M	+$553K	2	0.97%	Increased
623	WAM World Asset Management Detroit, Michigan	$5.4M	+$527K	6	0.28%	Increased
624	People's United Financial Bridgeport, Connecticut	$5.37M	-$200K	4	0.17%	Reduced
625	ING Group Amsterdam, Netherlands	$5.37M	-$988K	4	0.12%	Reduced