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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
376	CG Cutler Group San Francisco, California	$11.3M	+$2.96M	9	0.74%	Increased
377	Whittier Trust South Pasadena, California	$11.3M	-$204K	4	0.5%	Reduced
378	Aberdeen Asset Management Aberdeen, United Kingdom	$11M	+$1.37M	2	0.04%	Increased
379	Westfield Capital Management Boston, Massachusetts	$11M	+$8.87M	1	0.08%	New
380	CIM Calvert Investment Management Bethesda, Maryland	$10.9M	+$880K	4	0.48%	Increased
381	TIP Torray Investment Partners Bethesda, Maryland	$10.8M	+$3.31K	1	0.56%	Increased
382	MTIP Magee Thomson Investment Partners San Diego, California	$10.8M	-$184K	2	3.4%	Reduced
383	Fisher Asset Management Camas, Washington	$10.8M	-$110M	2	0.02%	Reduced
384	DVM Dreman Value Management West Palm Beach, Florida	$10.7M	+$542K	5	1.22%	Increased
385	FPC Falcon Point Capital San Francisco, California	$10.6M	+$1.12M	2	1.84%	Increased
386	SCM SG Capital Management Chicago, Illinois	$10.6M	-$13.5M	1	2.97%	Reduced
387	PDM Penn Davis McFarland Dallas, Texas	$10.5M	+$9.59M	1	2.76%	New
388	AIC AWM Investment Company New York	$10.5M	-$2.13M	1	2.2%	Reduced
389	ACM Argent Capital Management St Louis, Missouri	$10.4M	+$9.22M	1	0.48%	New
390	VHMC Value Holdings Management Company Hampton Bays, New York	$10.4M	+$42.7K	2	6.83%	Increased
391	Westwood Holdings Group Dallas, Texas	$10.4M	+$101K	2	0.09%	Increased
392	CCM Coe Capital Management Highland Park, Illinois	$10.2M	+$3.64M	2	3.26%	Increased
393	ZWJ Investment Counsel Atlanta, Georgia	$10M	+$563K	1	1.06%	Increased
394	PP Paloma Partners Greenwich, Connecticut	$9.93M	+$533K	9	0.16%	Increased
395	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$9.87M	+$22.8K	1	1.35%	Increased
396	SRC Shufro Rose & Co New York	$9.84M	-$99.4K	2	1.1%	Reduced
397	Virtu KCG Holdings New York	$9.78M	+$2.94M	10	0.28%	Increased
398	CIBC World Market Toronto, Ontario, Canada	$9.69M	-$1.27M	5	0.05%	Reduced
399	ARTA A.R.T. Advisors New York	$9.66M	-$5.62M	5	0.43%	Reduced
400	LSV Asset Management Chicago, Illinois	$9.61M	+$509K	6	0.02%	Increased