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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
351	SCM Sigma Capital Management Stamford, Connecticut	$15M	+$7.44M	3	0.63%	Increased
352	CF Cypress Funds Los Angeles, California	$15M	+$14.6M	1	5.04%	New
353	Guardian Capital (Canada) Toronto, Ontario, Canada	$14.8M	+$2.72M	1	0.24%	Increased
354	GLG Inc New York	$14.8M	+$3.62M	3	0.29%	Increased
355	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$14.7M	-$994K	2	1.81%	Reduced
356	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.7M	+$2.83M	2	2.13%	Increased
357	AIM Avity Investment Management Greenwich, Connecticut	$14.7M	+$3.25M	1	3.04%	Increased
358	CL Croft-Leominster Baltimore, Maryland	$14.7M	-$6.98M	4	2.4%	Reduced
359	Robeco Schweiz Zurich, Switzerland	$14.6M	+$7.3M	3	1.22%	Increased
360	WIM Wilen Investment Management Bonita Springs, Florida	$14.5M	-$793K	2	9.71%	Reduced
361	CCMH Cornerstone Capital Management Holdings New York	$14.5M	+$615K	6	0.17%	Increased
362	Raymond James & Associates St Petersburg, Florida	$14.5M	+$2.3M	8	0.12%	Increased
363	CIP Champlain Investment Partners Burlington, Vermont	$14.2M	+$7.83M	1	0.27%	Increased
364	Adams Diversified Equity Fund Baltimore, Maryland	$14.1M	$0	1	1.08%	Maintained
365	Fifth Third Bancorp Cincinnati, Ohio	$14.1M	-$502K	5	0.15%	Reduced
366	WAM World Asset Management Detroit, Michigan	$14M	-$1.9M	7	0.35%	Reduced
367	HighTower Advisors Chicago, Illinois	$13.8M	+$1.65M	4	0.35%	Increased
368	GD Grandfield & Dodd New York	$13.8M	+$209K	1	2.46%	Increased
369	LSV Asset Management Chicago, Illinois	$13.7M	+$1.15M	4	0.04%	Increased
370	BPIM Brant Point Investment Management New York	$13.6M	-$3.9M	3	1.54%	Reduced
371	TC TFS Capital West Chester, Pennsylvania	$13.5M	-$5.12M	8	0.62%	Reduced
372	CII CR Intrinsic Investors Stamford, Connecticut	$13.5M	-$11.3K	2	0.42%	Reduced
373	TIP Torray Investment Partners Bethesda, Maryland	$13.4M	$0	1	2.89%	Maintained
374	ICM ICC Capital Management Orlando, Florida	$13.4M	+$13.1M	1	0.97%	New
375	OCM OMT Capital Management San Francisco, California	$13.3M	-$1.83M	1	4.4%	Reduced