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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	Capital Fund Management (CFM) Paris, France	$12.4M	+$7.41M	5	0.12%	Increased
352	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$12.3M	+$2.88M	2	1.12%	Increased
353	Meyer Handelman Company Rye Brook, New York	$12.1M	-$117K	2	0.56%	Reduced
354	WesBanco Bank Wheeling, West Virginia	$12M	-$2.85M	2	0.72%	Reduced
355	JCM Jag Capital Management St Louis, Missouri	$12M	+$10.6M	1	2.46%	New
356	PP Prospector Partners Guilford, Connecticut	$12M	-$149K	2	2.07%	Reduced
357	EULAV Asset Management Sarasota, Florida	$12M	-$691K	3	0.67%	Reduced
358	Utah Retirement Systems Salt Lake City, Utah	$12M	+$22.6K	6	0.32%	Increased
359	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.9M	-$33.1K	8	0.15%	Reduced
360	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$11.8M	+$10.4M	1	0.79%	New
361	GD Grandfield & Dodd New York	$11.8M	+$440K	2	1.71%	Increased
362	CHA Cedar Hill Associates Chicago, Illinois	$11.8M	+$270K	1	2.05%	Increased
363	Commonwealth Equity Services Waltham, Massachusetts	$11.7M	+$204K	5	0.1%	Increased
364	Axa Paris, France	$11.6M	-$17.4M	3	0.05%	Reduced
365	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11.6M	+$626K	2	1.51%	Increased
366	PIA Piedmont Investment Advisors Durham, North Carolina	$11.6M	+$157K	3	0.24%	Increased
367	PFC Phocas Financial Corp Alameda, California	$11.6M	+$3.51M	2	0.89%	Increased
368	MCM McRae Capital Management Morristown, New Jersey	$11.6M	+$66.3K	2	5.16%	Increased
369	SCA Southpoint Capital Advisors New York	$11.5M	+$9.87M	1	0.57%	New
370	Summit Partners Public Asset Management Boston, Massachusetts	$11.5M	-$1.97M	1	2.44%	Reduced
371	Nomura Holdings Tokyo, Japan	$11.4M	+$4.26M	6	0.04%	Increased
372	Beck Mack & Oliver New York	$11.4M	-$78.9K	2	0.4%	Reduced
373	TA Teton Advisors Rye, New York	$11.4M	-$2.48K	6	1.06%	Reduced
374	Associated Banc-Corp Green Bay, Wisconsin	$11.4M	+$76.5K	2	0.75%	Increased
375	WBC Westpac Banking Corp Sydney, Australia	$11.4M	+$2.88M	3	0.12%	Increased