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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	Anchor Capital Advisors Boston, Massachusetts	$14.4M	-$2.73M	2	0.35%	Reduced
327	Suntrust Banks Atlanta, Georgia	$14.3M	+$3.41M	6	0.09%	Increased
328	Hood River Capital Management Palm Beach Gardens, Florida	$14.3M	-$27.8M	2	1.9%	Reduced
329	Commerce Bank Kansas City, Missouri	$14.2M	+$8.05M	5	0.24%	Increased
330	Nisa Investment Advisors St. Louis, Missouri	$14.2M	-$1.03M	9	0.2%	Reduced
331	BCM Brown Capital Management Baltimore, Maryland	$14.2M	-$291K	1	0.24%	Reduced
332	AHL Partners London, United Kingdom	$14.2M	+$9.58M	8	0.89%	Increased
333	PFU Parus Finance (UK) London, United Kingdom	$14M	+$7.4M	1	1.99%	Increased
334	Klingenstein Fields & Co New York	$13.9M	-$1.53M	1	0.7%	Reduced
335	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13.8M	+$605K	6	0.16%	Increased
336	HighTower Advisors Chicago, Illinois	$13.8M	+$409K	6	0.05%	Increased
337	GAI General American Investors New York	$13.7M	$0	1	1.42%	Maintained
338	SCP Sandhill Capital Partners Buffalo, New York	$13.7M	+$11.7M	2	4.49%	Increased
339	SCP Scoria Capital Partners Stamford, Connecticut	$13.4M	+$7.3M	2	9.64%	Increased
340	PP PDT Partners New York	$13.4M	+$8.56M	2	0.84%	Increased
341	GC Globeflex Capital San Diego, California	$13M	+$1.59M	1	3.49%	Increased
342	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$12.9M	+$11.7M	1	2.14%	New
343	MFWM Motley Fool Wealth Management Alexandria, Virginia	$12.8M	+$378K	2	1.51%	Increased
344	Ruffer LLP London, United Kingdom	$12.7M	+$1.48M	1	0.53%	Increased
345	Copeland Capital Management Conshohocken, Pennsylvania	$12.7M	+$1.83M	1	0.87%	Increased
346	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.7M	+$249K	1	0.62%	Increased
347	DCM Dupont Capital Management Wilmington, Delaware	$12.7M	+$2.61M	3	0.29%	Increased
348	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.6M	+$432K	1	0.13%	Increased
349	WIM Wilen Investment Management Bonita Springs, Florida	$12.6M	-$76.2K	2	8.76%	Reduced
350	MCM Marathon Capital Management Hunt Valley, Maryland	$12.5M	+$63.5K	2	6.47%	Increased