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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	Public Employees Retirement Association of Colorado Denver, Colorado	$14.5M	-$392K	8	0.12%	Reduced
327	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$14.4M	+$1.24M	1	0.12%	Increased
328	RCM Rutabaga Capital Management Boston, Massachusetts	$14.4M	-$5.88M	1	2.71%	Reduced
329	Fjarde Ap-fonden Stockholm, Sweden	$14.3M	+$1.34M	2	0.31%	Increased
330	GD Grandfield & Dodd New York	$14.1M	+$55.2K	2	1.85%	Increased
331	FQ First Quadrant Glendale, California	$14M	-$4.75M	3	0.3%	Reduced
332	TA Teton Advisors Rye, New York	$14M	$0	6	1.22%	Maintained
333	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14M	+$181K	2	1.78%	Increased
334	CCM Coe Capital Management Highland Park, Illinois	$13.9M	+$6.38M	2	4.49%	Increased
335	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$13.8M	+$152K	1	1.73%	Increased
336	PFC Phocas Financial Corp Alameda, California	$13.6M	+$550K	1	0.69%	Increased
337	Susquehanna International Group Bala Cynwyd, Pennsylvania	$13.6M	+$428K	9	0.01%	Increased
338	DCM Dupont Capital Management Wilmington, Delaware	$13.6M	+$1.18M	3	0.3%	Increased
339	BCM Barometer Capital Management Toronto, Ontario, Canada	$13.4M	+$13.1M	1	1.49%	New
340	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$13.3M	+$11M	3	0.96%	Increased
341	EULAV Asset Management Sarasota, Florida	$13.3M	$0	3	0.7%	Maintained
342	Crossmark Global Holdings Houston, Texas	$13.3M	+$10.9M	9	0.34%	New
343	Highbridge Capital Management New York	$13.1M	-$30.2M	4	0.21%	Reduced
344	SCM SKBA Capital Management San Francisco, California	$13.1M	-$8.11M	1	1.46%	Reduced
345	D.A. Davidson & Co Great Falls, Montana	$13M	+$7M	11	0.32%	Increased
346	OCM Olstein Capital Management Purchase, New York	$12.9M	-$340K	1	1.7%	Reduced
347	KMC Kirr Marbach & Co Columbus, Indiana	$12.9M	-$124K	1	2.57%	Reduced
348	Viking Global Investors Stamford, Connecticut	$12.9M	+$12.7M	1	0.06%	New
349	Commonwealth Equity Services Waltham, Massachusetts	$12.8M	-$446K	6	0.1%	Reduced
350	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.7M	+$48.7K	8	0.16%	Increased