Thematic Basket Builder
Smart Grid Infrastructure
01
Investment Thesis
This basket targets "Smart Grid Infrastructure" through 20 publicly traded companies spanning 0 sectors (). The highest-weighted position is BMI (BMI) at 11.7% with an exposure score of 80.
The basket has an effective diversification (effective N) of 16.1. No significant risk warnings were triggered.
02
Theme Overview
Theme
Smart Grid Infrastructure
Time Horizon
secular (5-10 yr)
Geographic focus: US, Europe, China
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| NRGV | NRGV | 4.9% |
| EOSE | EOSE | 4.9% |
| FLNC | FLNC | 4.8% |
| GWH | GWH | 4.7% |
| STEM | STEM | 4.5% |
| BMI | BMI | 11.7% |
| ITRI | ITRI | 10.5% |
| PWR | PWR | 4.9% |
| RUN | RUN | 3.7% |
| SEL | SEL | 9.0% |
| PRYMY | PRYMY | 4.8% |
| HUBB | HUBB | 4.2% |
| AMSC | AMSC | 4.6% |
| ENPH | ENPH | 3.4% |
| NEXNY | NEXNY | 4.3% |
| NEE | NextEra Energy | 2.9% |
| GEV | GEV | 1.4% |
| ETN | Eaton Corp | 3.5% |
| ABBNY | ABBNY | 3.5% |
| ENLAY | ENLAY | 3.8% |
04
Portfolio Analytics
Portfolio Beta
-0.0
Effective N
16.1
Sub-Theme Overlap
29%
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