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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	KMC Kirr Marbach & Co Columbus, Indiana	$17.2M	-$217K	2	3.73%	Reduced
352	Simplex Trading Chicago, Illinois	$17M	-$18.2M	12	0.07%	Reduced
353	LIM Lagoda Investment Management New York	$17M	+$3.92M	1	7.06%	Increased
354	Whittier Trust South Pasadena, California	$16.9M	+$46.9K	5	0.56%	Increased
355	AGC Angelo Gordon & Co New York	$16.9M	$0	1	1.08%	Maintained
356	Copeland Capital Management Conshohocken, Pennsylvania	$16.6M	+$1.22M	1	0.98%	Increased
357	South Dakota Investment Council Sioux Falls, South Dakota	$16.5M	-$8.86K	4	0.36%	Reduced
358	First National Bank of Omaha Omaha, Nebraska	$16.5M	+$173K	4	0.97%	Increased
359	EULAV Asset Management Sarasota, Florida	$16.3M	-$457K	3	0.75%	Reduced
360	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$16.2M	-$171K	2	1.53%	Reduced
361	IECM Intrinsic Edge Capital Management Chicago, Illinois	$16.2M	+$1.73M	2	1.9%	Increased
362	DA Denali Advisors San Diego, California	$16.1M	+$745K	3	2.42%	Increased
363	Alpha Cubed Investments Irvine, California	$16.1M	+$1.31M	1	2.07%	Increased
364	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$16M	+$149K	2	1.47%	Increased
365	Alphinity Investment Management Sydney, Australia	$15.9M	+$1.65M	1	3.23%	Increased
366	Bank of Nova Scotia Toronto, Ontario, Canada	$15.9M	+$15M	4	0.09%	Increased
367	GD Grandfield & Dodd New York	$15.8M	+$278K	2	1.74%	Increased
368	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$15.8M	-$796K	13	0.24%	Reduced
369	SM Seminole Management New York	$15.8M	+$4.88M	1	4.21%	Increased
370	DF Donoghue Forlines Boston, Massachusetts	$15.7M	-$932K	2	1.3%	Reduced
371	CTI Community Trust & Investment Versailles, Kentucky	$15.7M	-$3.1M	1	1.82%	Reduced
372	GH GAM Holding Zurich, Switzerland	$15.6M	-$314K	4	0.54%	Reduced
373	JGC J. Goldman & Co New York	$15.4M	+$12.5M	3	0.79%	Increased
374	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.4M	+$331K	1	1.57%	Increased
375	CI Investments Inc Toronto, Ontario, Canada	$15.3M	-$78.6K	2	0.12%	Reduced