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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
251	Spot Trading Chicago, Illinois	$28.2M	+$4.67M	9	0.17%	Increased
252	KBC Group Brussels, Belgium	$28.1M	+$7.67M	9	0.45%	Increased
253	MWR McAdams Wright Ragen Seattle, Washington	$27.9M	-$2.79M	2	2.21%	Reduced
254	TPSF Texas Permanent School Fund Austin, Texas	$27.5M	-$530K	6	0.28%	Reduced
255	KMC Kirr Marbach & Co Columbus, Indiana	$27.5M	+$13.9K	2	5.37%	Increased
256	DCCA D.C. Capital Advisors New York	$27.5M	-$6.72M	1	11.04%	Reduced
257	Alyeska Investment Group Chicago, Illinois	$27.5M	-$2.01M	1	1.12%	Reduced
258	Davenport & Co Richmond, Virginia	$27.4M	+$542K	2	0.57%	Increased
259	F.L. Putnam Investment Management Lynnfield, Massachusetts	$27.4M	-$4.8M	3	3.66%	Reduced
260	William Blair & Company Chicago, Illinois	$27.2M	-$2.16M	5	0.05%	Reduced
261	Suntrust Banks Atlanta, Georgia	$27M	-$8.09M	7	0.11%	Reduced
262	BCM Basswood Capital Management New York	$26.9M	+$188K	1	1.5%	Increased
263	KCM Kingdon Capital Management New York	$26.1M	+$21.8M	2	1.28%	New
264	IRF IBM Retirement Fund Armonk, New York	$25.5M	-$3.21M	5	0.35%	Reduced
265	I.G. Investment Management Winnipeg, Manitoba, Canada	$25.4M	+$1.41M	4	0.1%	Increased
266	ZDA Zweig-DiMenna Associates New York	$25.4M	+$1.65M	3	1.03%	Increased
267	Pinnacle Associates New York	$25.3M	-$234K	2	0.52%	Reduced
268	BCM Beddow Capital Management Jackson, Wyoming	$25.3M	-$80.1K	2	7.54%	Reduced
269	VDBMI Van Den Berg Management I Austin, Texas	$25.3M	-$248K	1	2.05%	Reduced
270	EA Euclid Advisors Hartford, Connecticut	$25.3M	+$4.71M	2	0.26%	Increased
271	WC Walthausen & Co Malta, New York	$25.2M	+$5.19M	2	2%	Increased
272	Samlyn Capital New York	$25.1M	+$7.67M	1	0.7%	Increased
273	Klingenstein Fields & Co New York	$25.1M	-$1.87M	1	0.98%	Reduced
274	Rothschild & Co Asset Management US Stamford, Connecticut	$25M	-$3.84M	1	0.55%	Reduced
275	Lyrical Asset Management New York	$24.8M	+$5.22M	1	2.91%	Increased