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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
926	SSA South Street Advisors New York	$42.2M	-$5.69M	2	5.49%	Reduced
927	ECM Everence Capital Management Goshen, Indiana	$42.1M	+$637K	15	2.21%	Increased
928	CX Institutional Auburn, Indiana	$42M	+$2.68M	13	1.21%	Increased
929	Sit Investment Associates Minneapolis, Minnesota	$41.9M	+$9.41M	7	0.79%	Increased
930	Samlyn Capital New York	$41.9M	-$14.3M	1	0.68%	Reduced
931	Spire Wealth Management Mclean, Virginia	$41.8M	+$1.53M	14	1.26%	Increased
932	NP NS Partners London, United Kingdom	$41.8M	+$981K	1	1.79%	Increased
933	NC Nightview Capital Austin, Texas	$41.7M	$0	1	31.23%	Maintained
934	1C 1060 Capital Denver, Colorado	$41.6M	-$2.92M	3	58.69%	Reduced
935	Diamond Hill Capital Management Columbus, Ohio	$41.6M	-$17.8M	1	0.33%	Reduced
936	WC Wexford Capital West Palm Beach, Florida	$41.3M	-$29.8M	5	5.28%	Reduced
937	Construction & Building Unions Superannuation Fund Melbourne, Australia	$41.2M	-$2.34M	2	0.74%	Reduced
938	SAM Sycomore Asset Management Paris, France	$41.1M	$0	3	4.41%	Maintained
939	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$41M	+$884K	5	2.11%	Increased
940	Ameritas Advisory Services Lincoln, Nebraska	$40.9M	+$16.6M	11	0.83%	Increased
941	Greenleaf Trust Kalamazoo, Michigan	$40.9M	-$129K	9	0.39%	Reduced
942	DWA Dorsey Wright & Associates Pasadena, California	$40.8M	-$13.7M	4	6.92%	Reduced
943	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$40.8M	+$17.2M	2	3.44%	Increased
944	BCM Bornite Capital Management New York	$40.8M	-$66.8M	2	5.14%	Reduced
945	CWA Asset Management Group Naples, Florida	$40.8M	+$1.41M	8	1.24%	Increased
946	GTS Securities Miami, Florida	$40.7M	+$24.2M	7	0.86%	Increased
947	ONGA O'Neil Global Advisors Los Angeles, California	$40.7M	+$37.6M	3	9.1%	Increased
948	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$40.6M	+$2.47M	11	1.04%	Increased
949	CreativeOne Wealth Overland Park, Kansas	$40.6M	+$1.46M	12	0.88%	Increased
950	LTI Laffer Tengler Investments Nashville, Tennessee	$40.5M	+$5.62M	4	5.18%	Increased