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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
676	Bridgeway Capital Management Houston, Texas	$42.7M	-$5.38M	8	0.96%	Reduced
677	TM Thiel Macro Los Angeles, California	$42.6M	+$33.9M	1	36.09%	New
678	SW SVB Wealth Boston, Massachusetts	$42.4M	+$38.5M	6	0.79%	New
679	Global Retirement Partners San Rafael, California	$42.4M	+$2.91M	25	1.22%	Increased
680	Guinness Asset Management London, United Kingdom	$42.3M	-$20M	3	0.8%	Reduced
681	ACM Argent Capital Management St Louis, Missouri	$42.3M	-$901K	1	1.19%	Reduced
682	SB Investment Advisers (UK) London, United Kingdom	$42.3M	$0	1	0.37%	Maintained
683	FMI F/M Investments Washington, District of Columbia	$42.2M	+$3.69M	4	1.56%	Increased
684	Bleakley Financial Group Fairfield, New Jersey	$42.1M	+$2.5M	7	1.27%	Increased
685	Beacon Pointe Advisors Newport Beach, California	$41.8M	+$2.52M	8	0.46%	Increased
686	NPIC Neumeier Poma Investment Counsel Carmel, California	$41.7M	+$22.8M	2	4.04%	Increased
687	TIA Traphagen Investment Advisors Oradell, New Jersey	$41.6M	+$988K	4	4.23%	Increased
688	PCM Palestra Capital Management New York	$41.4M	$0	1	1.14%	Maintained
689	JIP Jaffetilchin Investment Partners Tampa, Florida	$41.4M	+$1.03M	4	3%	Increased
690	Pzena Investment Management New York	$41.4M	$0	1	0.14%	Maintained
691	JCM JAT Capital Management Greenwich, Connecticut	$41.3M	+$37.8M	3	6.53%	New
692	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$41.1M	-$5.47M	1	0.41%	Reduced
693	Voleon Capital Management Berkeley, California	$41M	+$35.3M	4	3.05%	New
694	WCCM Webs Creek Capital Management Dallas, Texas	$41M	+$24.9M	2	9.88%	Increased
695	PI Pennant Investors Summit, New Jersey	$40.9M	+$9.34M	2	11.54%	Increased
696	S ShariaPortfolio Lake Mary, Florida	$40.8M	+$3.53M	1	19.35%	Increased
697	South Dakota Investment Council Sioux Falls, South Dakota	$40.6M	-$363K	7	0.81%	Reduced
698	Gradient Investments Arden Hills, Minnesota	$40.6M	+$2.02M	3	0.82%	Increased
699	Horizon Investments Charlotte, North Carolina	$40.5M	+$9.42M	7	1.16%	Increased
700	Bradley Foster & Sargent Hartford, Connecticut	$40.4M	+$9.14M	6	0.68%	Increased