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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
801	Howard Capital Management Roswell, Georgia	$24M	-$3.14M	4	0.6%	Reduced
802	EP Edgestream Partners Princeton, New Jersey	$24M	+$19.5M	7	0.81%	Increased
803	Livforsakringsbolaget Skandia Stockholm, Sweden	$23.9M	-$1.37M	5	1.35%	Reduced
804	RBA Richard Bernstein Advisors New York	$23.7M	-$1.5M	4	0.57%	Reduced
805	Concurrent Investment Advisors Tampa, Florida	$23.6M	+$600K	6	0.57%	Increased
806	DCM DG Capital Management New York	$23.6M	+$7.41M	1	8.33%	Increased
807	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$23.6M	-$48.3M	1	0.67%	Reduced
808	FC FORA Capital Miami, Florida	$23.6M	+$19M	3	2.39%	Increased
809	Oversea-Chinese Banking Corp (OCBC) Singapore	$23.6M	-$1.42M	2	0.67%	Reduced
810	Needham Investment Management New York	$23.5M	+$205K	4	2.2%	Increased
811	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$23.4M	+$24.7M	3	0.33%	Increased
812	KMC Kirr Marbach & Co Columbus, Indiana	$23.4M	-$5.24K	2	5.44%	Reduced
813	SAM Scopus Asset Management New York	$23.4M	-$45.4M	8	0.46%	Reduced
814	SC Slow Capital Greenbrae, California	$23.3M	+$3.81M	1	3.12%	Increased
815	SAM Sycomore Asset Management Paris, France	$23.3M	$0	3	3.31%	Maintained
816	Diversified Trust Memphis, Tennessee	$23.2M	-$692K	9	0.57%	Reduced
817	Lingotto Investment Management London, United Kingdom	$23.1M	$0	1	0.6%	Maintained
818	Border to Coast Pensions Partnership Leeds, United Kingdom	$22.9M	$0	1	0.47%	Maintained
819	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$22.9M	$0	1	0.21%	Maintained
820	Stock Yards Bank & Trust Louisville, Kentucky	$22.9M	+$15.4M	4	0.82%	Increased
821	NA Navellier & Associates Reno, Nevada	$22.7M	-$10.7M	4	3.14%	Reduced
822	Voleon Capital Management Berkeley, California	$22.7M	-$8.59M	4	1.78%	Reduced
823	Spire Wealth Management Mclean, Virginia	$22.6M	+$1.87M	13	0.72%	Increased
824	TPI Trust Point Inc La Crosse, Wisconsin	$22.6M	-$30.1M	5	2.06%	Reduced
825	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$22.6M	-$6.86M	1	10.6%	Reduced