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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
326	VFM Viking Fund Management Minot, North Dakota	$16.8M	$0	1	2.2%	Maintained
327	OCM Olstein Capital Management Purchase, New York	$16.7M	+$5.75M	1	1.8%	Increased
328	Nisa Investment Advisors St. Louis, Missouri	$16.5M	+$196K	8	0.23%	Increased
329	Robeco Schweiz Zurich, Switzerland	$16.5M	-$5.49M	2	1.29%	Reduced
330	Ruffer LLP London, United Kingdom	$16.4M	-$9.51M	1	0.72%	Reduced
331	TU TDAM USA Toronto, Ontario, Canada	$16.4M	+$301K	2	0.67%	Increased
332	OCG Opus Capital Group Cincinnati, Ohio	$16.4M	-$3.22M	3	2.59%	Reduced
333	TA Teton Advisors Rye, New York	$16.3M	-$2.03M	6	1.11%	Reduced
334	SAM Serengeti Asset Management New York	$16.3M	+$15.8M	1	0.97%	New
335	CTI Community Trust & Investment Versailles, Kentucky	$16.1M	+$6.38M	1	2.17%	Increased
336	CAM Capstone Asset Management Houston, Texas	$16M	+$625K	6	0.45%	Increased
337	Virginia Retirement Systems Richmond, Virginia	$16M	+$2.45M	4	0.24%	Increased
338	Janney Montgomery Scott Philadelphia, Pennsylvania	$15.9M	+$225K	5	0.3%	Increased
339	OIM Oceanic Investment Management Douglas, Isle Of Man	$15.8M	-$2.7M	1	5.58%	Reduced
340	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$15.8M	+$15.8M	1	0.32%	New
341	Parallax Volatility Advisers San Francisco, California	$15.8M	+$5.65M	7	0.04%	Increased
342	TAM THB Asset Management Norwalk, Connecticut	$15.7M	+$2.54M	3	1.1%	Increased
343	ProShare Advisors Bethesda, Maryland	$15.7M	-$845K	7	0.18%	Reduced
344	Gulf International Bank (UK) London, United Kingdom	$15.6M	+$227K	3	0.28%	Increased
345	HighTower Advisors Chicago, Illinois	$15.6M	-$2.27M	6	0.23%	Reduced
346	IRF IBM Retirement Fund Armonk, New York	$15.4M	-$27.7K	5	0.29%	Reduced
347	Donaldson Capital Management Evansville, Indiana	$15.4M	+$1.54M	1	2.17%	Increased
348	Zacks Investment Management Chicago, Illinois	$15.3M	+$1.17M	2	0.48%	Increased
349	WIM Wilen Investment Management Bonita Springs, Florida	$15.3M	-$255K	2	10.49%	Reduced
350	GCP GSA Capital Partners London, United Kingdom	$15.3M	+$11.3M	12	0.61%	Increased