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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	FMW Farr Miller & Washington Washington, District of Columbia	$18.2M	+$24.9K	1	2.1%	Increased
327	Gulf International Bank (UK) London, United Kingdom	$17.8M	+$242K	3	0.31%	Increased
328	Virtu KCG Holdings New York	$17.5M	+$8.42M	10	0.31%	Increased
329	RIM Rainier Investment Management Seattle, Washington	$17.3M	-$19.2M	1	0.55%	Reduced
330	LPL Financial San Diego, California	$17.1M	+$154K	10	0.09%	Increased
331	IRF IBM Retirement Fund Armonk, New York	$16.9M	-$323K	5	0.32%	Reduced
332	Bartlett & Co Cincinnati, Ohio	$16.9M	-$501K	3	0.85%	Reduced
333	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$16.9M	-$3.78M	2	0.51%	Reduced
334	AL AJO LP Philadelphia, Pennsylvania	$16.8M	+$2.56M	1	0.07%	Increased
335	HCCM Herring Creek Capital Management Stamford, Connecticut	$16.7M	-$8.69M	1	4.32%	Reduced
336	Parallax Volatility Advisers San Francisco, California	$16.7M	-$2.73M	10	0.04%	Reduced
337	BCM Brown Capital Management Baltimore, Maryland	$16.6M	-$1.7M	1	0.27%	Reduced
338	MC Martin Currie Edinburgh, United Kingdom	$16.6M	+$9.25M	1	1.59%	Increased
339	TA Teton Advisors Rye, New York	$16.5M	+$258K	6	1.13%	Increased
340	Nisa Investment Advisors St. Louis, Missouri	$16.5M	-$252K	8	0.23%	Reduced
341	VFM Viking Fund Management Minot, North Dakota	$16.4M	-$585K	1	2.18%	Reduced
342	OCG Opus Capital Group Cincinnati, Ohio	$16.3M	-$208K	3	2.56%	Reduced
343	IP Interval Partners New York	$16.3M	-$3.23M	1	1.75%	Reduced
344	CTI Community Trust & Investment Versailles, Kentucky	$16.2M	+$161K	1	2.12%	Increased
345	Virginia Retirement Systems Richmond, Virginia	$16M	-$249K	4	0.24%	Reduced
346	OCM Olstein Capital Management Purchase, New York	$15.9M	-$502K	1	1.65%	Reduced
347	CAM Capstone Asset Management Houston, Texas	$15.7M	-$193K	6	0.45%	Reduced
348	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$15.6M	+$313K	1	0.33%	Increased
349	Panagora Asset Management Boston, Massachusetts	$15.6M	+$6.48M	8	0.08%	Increased
350	Zacks Investment Management Chicago, Illinois	$15.4M	+$209K	3	0.49%	Increased