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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
276	Asset Management One Tokyo, Japan	$19.2M	+$1.28M	6	0.28%	Increased
277	ECM Engine Capital Management New York	$18.8M	-$4.48M	1	19.97%	Reduced
278	QAM Quentec Asset Management New York	$18.8M	-$14.1M	2	2.46%	Reduced
279	FMW Farr Miller & Washington Washington, District of Columbia	$18.7M	+$6.18M	1	2.16%	Increased
280	Paradigm Capital Management Inc Albany, New York	$18.7M	-$8.23K	2	2.18%	Reduced
281	BCM Basswood Capital Management New York	$18.7M	$0	1	1.01%	Maintained
282	RCM Rutabaga Capital Management Boston, Massachusetts	$18.5M	-$6.02M	1	3%	Reduced
283	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$18.5M	+$16.3M	1	2.57%	New
284	South Texas Money Management San Antonio, Texas	$18.5M	+$16.3M	1	1.05%	New
285	First Eagle Investment Management New York	$18.5M	$0	2	0.05%	Maintained
286	FMA Fiduciary Management Associates Chicago, Illinois	$18.3M	-$1.69M	1	1.2%	Reduced
287	OIM Oceanic Investment Management Douglas, Isle Of Man	$18.2M	-$41.3M	2	4.92%	Reduced
288	CAIMH Central Asset Investments & Management Holdings Hong Kong	$18.2M	+$321K	2	8.84%	Increased
289	CAM Capstone Asset Management Houston, Texas	$18.1M	+$354K	10	0.52%	Increased
290	Arizona State Retirement System Phoenix, Arizona	$18M	-$154K	7	0.23%	Reduced
291	HA Heartland Advisors Milwaukee, Wisconsin	$18M	-$124K	2	0.94%	Reduced
292	Folketrygdfondet Oslo Norway, Norway	$17.8M	-$32.9M	1	0.57%	Reduced
293	AMF Tjänstepension Stockholm, Sweden	$17.8M	-$1.97M	1	0.23%	Reduced
294	M&T Bank Buffalo, New York	$17.7M	-$122K	6	0.12%	Reduced
295	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$17.7M	-$7.53M	1	1.29%	Reduced
296	MG Meritage Group San Francisco, California	$17.6M	+$15.1M	1	0.4%	New
297	MAA Matrix Asset Advisors White Plains, New York	$17.3M	-$304K	1	3.41%	Reduced
298	BCM Beddow Capital Management Jackson, Wyoming	$17.2M	-$1.15M	2	7.7%	Reduced
299	AL AJO LP Philadelphia, Pennsylvania	$17.1M	+$11.2M	2	0.07%	Increased
300	Pinnacle Associates New York	$17.1M	+$66.9K	3	0.36%	Increased