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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	PFC Phocas Financial Corp Alameda, California	$16.8M	+$1.26M	2	1.72%	Increased
352	SCM Spyglass Capital Management San Francisco, California	$16.8M	+$2.71M	1	4.46%	Increased
353	Kennedy Capital Management St Louis, Missouri	$16.8M	-$368K	3	0.42%	Reduced
354	KL KGH Ltd Nassau, Bahamas	$16.7M	+$16M	1	3.02%	New
355	OCM Olstein Capital Management Purchase, New York	$16.6M	+$2.18M	2	2.59%	Increased
356	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.5M	-$291K	1	1.61%	Reduced
357	Driehaus Capital Management Chicago, Illinois	$16.4M	+$11.7M	2	0.53%	Increased
358	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$16.3M	-$5.4M	5	0.11%	Reduced
359	Utah Retirement Systems Salt Lake City, Utah	$16.1M	-$943K	5	0.31%	Reduced
360	Gulf International Bank (UK) London, United Kingdom	$16.1M	-$60.6K	2	0.27%	Reduced
361	Bank of Nova Scotia Toronto, Ontario, Canada	$16M	+$9.18M	4	0.05%	Increased
362	HA Halsey Associates New Haven, Connecticut	$15.9M	+$681K	1	2.53%	Increased
363	Homestead Advisers Arlington, Virginia	$15.9M	-$1.16M	1	0.32%	Reduced
364	SSA South Street Advisors New York	$15.9M	+$28.3K	2	4.62%	Increased
365	Nomura Asset Management Tokyo, Japan	$15.5M	-$3.25M	5	0.15%	Reduced
366	WAM WT Asset Management Hong Kong	$15.4M	+$15M	1	5.92%	New
367	British Columbia Investment Management Victoria, British Columbia, Canada	$15.3M	-$5.13M	2	0.15%	Reduced
368	CAM ClariVest Asset Management San Diego, California	$15.3M	-$705K	6	0.34%	Reduced
369	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$15.2M	-$1.06M	2	1.37%	Reduced
370	GGI Godsey & Gibb Inc Richmond, Virginia	$15.2M	+$182K	1	2.32%	Increased
371	Calamos Advisors Naperville, Illinois	$15.2M	-$6.8M	2	0.08%	Reduced
372	GAMCO Investors Greenwich, Connecticut	$15.1M	+$1.33M	5	0.13%	Increased
373	KTA Keeley-Teton Advisors Chicago, Illinois	$15M	+$539K	4	1.59%	Increased
374	MPAM Monarch Partners Asset Management Boston, Massachusetts	$14.9M	+$3.63M	3	2.25%	Increased
375	Advisor Group Phoenix, Arizona	$14.8M	+$547K	22	0.11%	Increased