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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
626	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.36M	+$127K	1	3.55%	Increased
627	Driehaus Capital Management Chicago, Illinois	$5.36M	+$500K	1	0.2%	Increased
628	JC Jacobs & Co San Francisco, California	$5.36M	+$4.75M	3	0.91%	Increased
629	Profund Advisors Bethesda, Maryland	$5.35M	+$878K	7	0.26%	Increased
630	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.34M	-$308K	2	0.15%	Reduced
631	GIM Goelzer Investment Management Carmel, Indiana	$5.3M	+$67.1K	1	0.5%	Increased
632	VCP Vernier Capital Partners New York	$5.29M	+$5.69M	1	3.94%	New
633	AF Advisornet Financial Minnetonka, Minnesota	$5.26M	+$468K	8	0.64%	Increased
634	EI EAM Investors Solana Beach, California	$5.26M	-$3.07M	3	1.29%	Reduced
635	Martingale Asset Management Boston, Massachusetts	$5.23M	-$1.47M	2	0.06%	Reduced
636	SSA South Street Advisors New York	$5.23M	-$157K	2	1.59%	Reduced
637	WTFG Wells Trecaso Financial Group Akron, Ohio	$5.2M	+$42.1K	2	4.36%	Increased
638	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$5.17M	+$17.6K	2	2.3%	Increased
639	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.12M	+$1.96M	3	1.25%	Increased
640	FTC Farmers Trust Company Youngstown, Ohio	$5.08M	+$368K	1	1.44%	Increased
641	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.07M	+$207K	1	1.34%	Increased
642	PIM Profit Investment Management North Bethesda, Maryland	$5.05M	$0	2	3.85%	Maintained
643	BAM Blueshift Asset Management Red Bank, New Jersey	$5.04M	+$3.26M	5	0.71%	Increased
644	Pendal Group Sydney, Australia	$5.02M	+$2.49M	3	0.07%	Increased
645	DP DSAM Partners London, United Kingdom	$5.01M	+$5.39M	1	0.72%	New
646	Assenagon Asset Management Senningerberg, Luxembourg	$4.99M	-$3.02M	3	0.05%	Reduced
647	ED Exane Derivatives Paris, France	$4.95M	+$3.53M	2	0.98%	Increased
648	DTL Dynamic Technology Lab Singapore	$4.95M	+$771K	8	0.81%	Increased
649	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.93M	-$499K	3	0.42%	Reduced
650	RIM Redpoint Investment Management Sydney, NSW, Australia	$4.92M	+$1.55M	2	0.25%	Increased