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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
401	HT HAP Trading New York	$13.5M	+$8.28M	1	0.61%	Increased
402	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.4M	-$401K	5	0.28%	Reduced
403	GP Grow Partners San Diego, California	$13.4M	-$1.57M	1	8.82%	Reduced
404	Whittier Trust South Pasadena, California	$13.3M	+$5.26M	5	0.68%	Increased
405	Guardian Capital (Canada) Toronto, Ontario, Canada	$13.3M	+$190K	1	0.21%	Increased
406	DCM Dupont Capital Management Wilmington, Delaware	$13.3M	-$3.37M	2	0.21%	Reduced
407	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$13.2M	$0	1	6.01%	Maintained
408	DSI Daiwa SB Investments Tokyo, Japan	$13.2M	-$2.94M	1	1.58%	Reduced
409	DVM Dreman Value Management West Palm Beach, Florida	$13.2M	+$461K	3	1.02%	Increased
410	BNP Paribas Asset Management Paris, France	$13.1M	+$3.37M	3	0.1%	Increased
411	NPIC Neumeier Poma Investment Counsel Carmel, California	$13.1M	-$179K	1	2.98%	Reduced
412	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13.1M	-$337K	3	0.39%	Reduced
413	KCA KR Capital Advisors New York	$13.1M	-$9.55M	2	3.04%	Reduced
414	CCM Crestwood Capital Management New York	$13M	+$8.11M	1	1.59%	Increased
415	Brown Advisory Baltimore, Maryland	$13M	-$17.6M	6	0.04%	Reduced
416	AC Ascend Capital Orinda, California	$12.8M	-$17.2M	2	0.33%	Reduced
417	TIP Torray Investment Partners Bethesda, Maryland	$12.8M	+$233K	2	2.17%	Increased
418	Janney Montgomery Scott Philadelphia, Pennsylvania	$12.8M	+$1.78M	4	0.31%	Increased
419	Anchor Capital Advisors Boston, Massachusetts	$12.7M	+$429K	2	0.25%	Increased
420	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.7M	+$3.03M	1	1.73%	Increased
421	Associated Banc-Corp Green Bay, Wisconsin	$12.6M	+$705K	1	0.87%	Increased
422	Placemark Investments Chicago, Illinois	$12.5M	-$11.6M	8	0.24%	Reduced
423	Davis Selected Advisers Tucson, Arizona	$12.5M	-$2.77M	1	0.03%	Reduced
424	RBA Richard Bernstein Advisors New York	$12.4M	+$2.31M	6	1.76%	Increased
425	HCM Hodges Capital Management Dallas, Texas	$12.3M	+$1.57M	1	0.72%	Increased