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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	Kennedy Capital Management St Louis, Missouri	$49.1M	-$197K	8	1.09%	Reduced
627	OHIF Oriental Harbor Investment Fund Hong Kong	$49.1M	+$21M	1	4.93%	Increased
628	DAM Delta Asset Management Memphis, Tennessee	$48.9M	-$1.17M	5	4.38%	Reduced
629	PGGM Investments Zeist, Netherlands	$48.7M	+$16.5M	3	0.65%	Increased
630	NCMU NAYA Capital Management (UK) London, United Kingdom	$48.6M	+$46.5M	1	5.15%	New
631	AOI Auto-Owners Insurance Lansing, Michigan	$48.6M	+$6.86M	1	1.1%	Increased
632	Stephens Inc Little Rock, Arkansas	$48.5M	-$3.52M	8	0.68%	Reduced
633	Empowered Funds Havertown, Pennsylvania	$48.4M	-$6.62M	8	0.71%	Reduced
634	TAM Thematics Asset Management Paris, France	$48.3M	-$11.5M	1	2.11%	Reduced
635	SCP Sandhill Capital Partners Buffalo, New York	$48.2M	-$3.6M	1	3.78%	Reduced
636	GW&K Investment Management Boston, Massachusetts	$48M	-$15.6M	6	0.41%	Reduced
637	Icahn Carl Sunny Isles Beach, Florida	$48M	-$21.5M	1	0.65%	Reduced
638	FineMark National Bank & Trust Fort Myers, Florida	$48M	-$3.55M	4	1.67%	Reduced
639	Thompson Siegel & Walmsley Richmond, Virginia	$47.4M	-$2.95M	3	0.74%	Reduced
640	F.L. Putnam Investment Management Lynnfield, Massachusetts	$47.4M	-$3.88M	7	0.87%	Reduced
641	ZDA Zweig-DiMenna Associates New York	$47.2M	+$6.28M	3	3.53%	Increased
642	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$47.2M	-$1.45M	6	2.97%	Reduced
643	SPWM Straight Path Wealth Management Jenison, Michigan	$47.2M	-$1.74M	1	18.68%	Reduced
644	Saturna Capital Bellingham, Washington	$46.9M	+$218K	3	0.64%	Increased
645	IECM Intrinsic Edge Capital Management Chicago, Illinois	$46.8M	+$1.35M	2	5.69%	Increased
646	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$46.7M	+$243K	8	1.03%	Increased
647	Davis Selected Advisers Tucson, Arizona	$46.5M	+$183K	1	0.27%	Increased
648	Caprock Group Boise, Idaho	$46.4M	+$17.9M	7	1.52%	Increased
649	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$46.1M	-$694K	3	2%	Reduced
650	OMG One Madison Group New York	$46.1M	+$43.8M	1	5.27%	New