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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	Harvest Fund Management Beijing, China	$5.82M	+$64.1K	3	0.67%	Increased
602	Tiedemann Advisors New York	$5.67M	+$4.56M	2	0.37%	Increased
603	Robeco Schweiz Zurich, Switzerland	$5.63M	+$7.16M	1	0.24%	New
604	Lincoln National Corp Radnor, Pennsylvania	$5.62M	+$442K	3	0.21%	Increased
605	LW Linscomb Wealth Houston, Texas	$5.61M	-$1.19M	2	0.5%	Reduced
606	MCM McRae Capital Management Morristown, New Jersey	$5.59M	-$166K	2	2.73%	Reduced
607	TA Teton Advisors Rye, New York	$5.59M	-$85.2K	4	0.91%	Reduced
608	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.58M	-$935K	7	0.41%	Reduced
609	CC Cannell & Co New York	$5.55M	+$57.6K	1	0.27%	Increased
610	BC Burleson & Co Petaluma, California	$5.54M	+$4.2M	1	1.44%	New
611	Curi RMB Capital Chicago, Illinois	$5.53M	+$1.37M	4	0.26%	Increased
612	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$5.52M	+$169K	2	2.57%	Increased
613	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$5.51M	-$478K	3	2.09%	Reduced
614	First Horizon Advisors Memphis, Tennessee	$5.47M	+$414K	8	0.51%	Increased
615	Folketrygdfondet Oslo Norway, Norway	$5.46M	-$33.1M	1	0.26%	Reduced
616	SAM Shell Asset Management The Hague, Netherlands	$5.46M	-$678K	6	0.15%	Reduced
617	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.46M	-$395K	1	1.85%	Reduced
618	Verition Fund Management Greenwich, Connecticut	$5.44M	-$3.06M	2	0.21%	Reduced
619	T TOBAM Paris, France	$5.42M	-$39.9M	1	0.43%	Reduced
620	MCM Marathon Capital Management Hunt Valley, Maryland	$5.41M	-$277K	3	2.48%	Reduced
621	BFG Beacon Financial Group Dallas, Texas	$5.41M	+$275K	2	1.19%	Increased
622	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.4M	-$346K	3	0.19%	Reduced
623	ExodusPoint Capital Management New York	$5.35M	+$4.45M	6	0.29%	Increased
624	Engineers Gate Manager New York	$5.3M	-$13.5M	9	0.38%	Reduced
625	GIM Goelzer Investment Management Carmel, Indiana	$5.29M	-$45.9K	1	0.6%	Reduced