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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	MCM Marathon Capital Management Hunt Valley, Maryland	$10.9M	+$235K	2	5.43%	Increased
377	Beck Mack & Oliver New York	$10.9M	-$652K	1	0.39%	Reduced
378	FA Friess Associates Greenville, Delaware	$10.9M	$0	1	1.05%	Maintained
379	MPM Meritage Portfolio Management Overland Park, Kansas	$10.8M	-$10.6K	2	1.18%	Reduced
380	ZWJ Investment Counsel Atlanta, Georgia	$10.8M	-$58.7K	1	1.08%	Reduced
381	VDBMI Van Den Berg Management I Austin, Texas	$10.7M	-$1.35M	2	1.32%	Reduced
382	AHL Partners London, United Kingdom	$10.6M	+$2.1M	9	0.4%	Increased
383	Manning & Napier Advisors Fairport, New York	$10.5M	-$102K	2	0.06%	Reduced
384	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.5M	-$586K	3	0.08%	Reduced
385	ArrowMark Colorado Holdings Denver, Colorado	$10.4M	$0	1	0.19%	Maintained
386	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.4M	+$799K	8	0.3%	Increased
387	CIBC World Market Toronto, Ontario, Canada	$10.4M	+$967K	5	0.04%	Increased
388	LSV Asset Management Chicago, Illinois	$10.4M	-$1.18M	5	0.02%	Reduced
389	Laurion Capital Management New York	$10.3M	-$21.9M	3	0.1%	Reduced
390	ProShare Advisors Bethesda, Maryland	$10.3M	-$4.22M	7	0.14%	Reduced
391	SRC Shufro Rose & Co New York	$10.2M	-$58.2K	2	1.14%	Reduced
392	Anchor Capital Advisors Boston, Massachusetts	$10.2M	-$4.3M	2	0.34%	Reduced
393	AG Artal Group Luxembourg	$10.2M	-$5.41M	1	0.2%	Reduced
394	TCM Timpani Capital Management Milwaukee, Wisconsin	$10.1M	+$5.14M	2	4.01%	Increased
395	AL Airain Ltd St. Peter Port, Guernsey	$10M	+$7.52M	1	0.6%	Increased
396	FPC Falcon Point Capital San Francisco, California	$9.94M	-$4.37M	2	1.52%	Reduced
397	Truist Financial Charlotte, North Carolina	$9.93M	-$232K	4	0.2%	Reduced
398	Foresters Investment Management New York	$9.92M	+$770K	2	0.18%	Increased
399	BCM Brown Capital Management Baltimore, Maryland	$9.92M	-$1.23M	1	0.15%	Reduced
400	Clark Capital Management Group Philadelphia, Pennsylvania	$9.8M	+$8.27M	3	0.56%	Increased