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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
726	WRBC W.R. Berkley Corp Greenwich, Connecticut	$12.1M	$0	2	0.6%	Maintained
727	BCA Bay Colony Advisors Concord, Massachusetts	$11.9M	+$2.6M	3	3.04%	Increased
728	IP Intellectus Partners San Francisco, California	$11.9M	-$1.34M	1	4.09%	Reduced
729	Buckingham Strategic Wealth Clayton, Missouri	$11.9M	+$895K	2	0.24%	Increased
730	SFI Siemens Fonds Invest Munich, Germany	$11.9M	-$485K	2	1.26%	Reduced
731	Covington Capital Management Los Angeles, California	$11.8M	+$901K	5	0.48%	Increased
732	LSCM Light Street Capital Management Palo Alto, California	$11.8M	-$24.9M	1	0.96%	Reduced
733	MCM Makena Capital Management Menlo Park, California	$11.7M	+$234K	1	1.91%	Increased
734	PDM Penn Davis McFarland Dallas, Texas	$11.7M	-$118K	2	2.2%	Reduced
735	Conning Inc Hartford, Connecticut	$11.7M	+$281K	3	0.35%	Increased
736	Wilmington Savings Fund Society Wilmington, Delaware	$11.5M	-$299K	4	0.53%	Reduced
737	Picton Mahoney Asset Management Toronto, Ontario, Canada	$11.5M	-$325K	3	0.44%	Reduced
738	FTDI First Trust Direct Indexing Boston, Massachusetts	$11.5M	+$552K	3	1.6%	Increased
739	TIP Torray Investment Partners Bethesda, Maryland	$11.5M	$0	1	2.19%	Maintained
740	Thornburg Investment Management Santa Fe, New Mexico	$11.5M	-$100K	2	0.18%	Reduced
741	SV Sturgeon Ventures London, United Kingdom	$11.4M	+$2.33M	1	7.66%	Increased
742	MFG Magnus Financial Group New York	$11.4M	+$1.65M	1	2.09%	Increased
743	HA Heartland Advisors Milwaukee, Wisconsin	$11.4M	-$5.22M	2	0.79%	Reduced
744	NZS Capital Denver, Colorado	$11.3M	+$7.41M	1	1.21%	Increased
745	CFG Cooper Financial Group Irvine, California	$11.3M	+$522K	3	4.09%	Increased
746	TCOV Trust Company of Vermont Brattleboro, Vermont	$11.1M	+$55.5K	7	0.85%	Increased
747	Haverford Trust Company Radnor, Pennsylvania	$11.1M	+$231K	2	0.14%	Increased
748	Sculptor Capital New York	$11.1M	-$634K	2	0.12%	Reduced
749	Beck Mack & Oliver New York	$11.1M	-$20.9K	2	0.33%	Reduced
750	Sumitomo Life Insurance Tokyo, Japan	$11M	+$271K	3	0.31%	Increased