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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	Atreides Management Boston, Massachusetts	$74.6M	-$24M	1	1.49%	Reduced
602	Needham Investment Management New York	$74.5M	+$6.02M	5	3.81%	Increased
603	Jefferies Financial Group New York	$74.2M	-$63M	16	0.51%	Reduced
604	PCM Portolan Capital Management Boston, Massachusetts	$74.2M	+$15.3M	5	3.95%	Increased
605	OHIF Oriental Harbor Investment Fund Hong Kong	$74.1M	+$620K	1	6.54%	Increased
606	Harding Loevner Bridgewater, New Jersey	$73.9M	+$70.9M	1	0.76%	New
607	WFA Wedbush Fund Advisers Pasadena, California	$73.7M	-$3.7M	2	8.54%	Reduced
608	Castleark Management Chicago, Illinois	$73.7M	-$24.6M	10	2.44%	Reduced
609	Covea Finance Paris, France	$73.7M	-$20.1M	3	2.58%	Reduced
610	CA Cornerstone Advisors Asheville, North Carolina	$73.7M	+$15.5M	3	2.71%	Increased
611	VC Voss Capital Houston, Texas	$73.6M	-$105M	1	3.9%	Reduced
612	Braun Stacey Associates New York	$73.5M	-$2.63M	2	2.44%	Reduced
613	Vestmark Advisory Solutions Wakefield, Massachusetts	$72.7M	+$6.32M	12	0.81%	Increased
614	ACM Anomaly Capital Management New York	$72.2M	+$19.8M	1	4.37%	Increased
615	Banque Pictet & Cie Geneva 73, Switzerland	$72.2M	-$3.67M	7	0.51%	Reduced
616	Winton Group London, United Kingdom	$72M	+$10.7M	10	2.53%	Increased
617	Farther Finance Advisors San Francisco, California	$71.9M	+$7.22M	34	0.68%	Increased
618	HCPC Hamilton Capital Partners (Canada) Toronto,	$71.6M	+$21.4M	1	2.41%	Increased
619	Mizuho Markets Americas New York	$71.4M	+$1.09M	2	1.95%	Increased
620	Eastern Bank Boston, Massachusetts	$71.3M	+$1.63M	8	1.22%	Increased
621	SFM Stack Financial Management Whitefish, Montana	$71.2M	-$166K	1	5.23%	Reduced
622	PI PFG Investments Woodbury, New York	$71M	+$2.27M	9	3.31%	Increased
623	ORI Oak Ridge Investments Chicago, Illinois	$70.9M	+$6.69M	5	4.69%	Increased
624	Park National Corp Newark, Ohio	$70.8M	-$2.88M	4	2.16%	Reduced
625	Waverly Advisors Birmingham, Alabama	$70.6M	+$8.41M	11	0.53%	Increased