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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	TIP Torray Investment Partners Bethesda, Maryland	$16.4M	-$2.05M	1	2.41%	Reduced
602	Orion Portfolio Solutions Omaha, Nebraska	$16.3M	-$679K	3	0.64%	Reduced
603	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$16.2M	-$97K	10	0.72%	Reduced
604	Cerity Partners New York	$16.1M	+$5.91M	3	0.35%	Increased
605	V ValueWorks New York	$16.1M	+$1.01M	1	6.95%	Increased
606	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$16.1M	+$9.98M	4	0.5%	Increased
607	PC Periscope Capital Toronto, Ontario, Canada	$16.1M	+$8.89M	3	0.53%	Increased
608	Conning Inc Hartford, Connecticut	$16.1M	+$6.01M	3	0.47%	Increased
609	BCM Beryl Capital Management Redondo Beach, California	$16.1M	+$16M	2	1.43%	New
610	OCM Olstein Capital Management Purchase, New York	$16M	$0	1	2.02%	Maintained
611	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$16M	+$1.11M	2	0.83%	Increased
612	Illinois Municipal Retirement Fund Oak Brook, Illinois	$16M	-$4.79M	6	0.65%	Reduced
613	Sit Investment Associates Minneapolis, Minnesota	$15.9M	+$4.86M	3	0.39%	Increased
614	Williams Jones Wealth Management New York	$15.8M	+$118K	2	0.22%	Increased
615	CCP Corient Capital Partners Newport Beach, California	$15.7M	+$971K	4	1.15%	Increased
616	NewEdge Advisors New Orleans, Louisiana	$15.7M	+$1.07M	3	0.42%	Increased
617	Tudor Investment Corp Stamford, Connecticut	$15.6M	-$6.59M	5	0.3%	Reduced
618	OFCM One Fin Capital Management San Francisco, California	$15.5M	$0	1	6.13%	Maintained
619	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$15.5M	-$1.93M	3	1.64%	Reduced
620	Freestone Capital Holdings Seattle, Washington	$15.3M	+$482K	4	0.77%	Increased
621	Wilmington Savings Fund Society Wilmington, Delaware	$15.3M	+$3.81M	5	0.58%	Increased
622	HVM Harvest Volatility Management Norwalk, Connecticut	$15.3M	+$3.62M	1	1.24%	Increased
623	EAM Evanson Asset Management Carmel, California	$15.2M	+$523K	1	1.58%	Increased
624	Rafferty Asset Management New York	$15.1M	+$1.27M	4	0.1%	Increased
625	CIA CCM Investment Advisers Columbia, South Carolina	$15M	-$3.89K	1	1.93%	Reduced