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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	GCP GSA Capital Partners London, United Kingdom	$13.5M	+$7.51M	5	0.71%	Increased
402	ECM Estabrook Capital Management New York	$13.5M	-$2.51M	1	1.44%	Reduced
403	CAM Capstone Asset Management Houston, Texas	$13.5M	+$174K	7	0.46%	Increased
404	MP Makaira Partners La Jolla, California	$13.4M	$0	1	2.34%	Maintained
405	F.L. Putnam Investment Management Lynnfield, Massachusetts	$13.4M	-$1.99M	2	1.57%	Reduced
406	TSU TD Securities (USA) New York	$13.3M	-$24.4K	2	0.21%	Reduced
407	Zacks Investment Management Chicago, Illinois	$13.3M	+$10.6M	3	0.46%	Increased
408	Placemark Investments Chicago, Illinois	$13.2M	+$2.49M	8	0.24%	Increased
409	VDBMI Van Den Berg Management I Austin, Texas	$13.2M	+$521K	2	1.03%	Increased
410	AL Airain Ltd St. Peter Port, Guernsey	$13.2M	+$12.3M	6	0.89%	Increased
411	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13.1M	+$4.15M	3	0.82%	Increased
412	Eventide Asset Management Boston, Massachusetts	$13M	$0	2	1.82%	Maintained
413	LM Luminus Management Houston, Texas	$13M	-$13.8M	3	0.42%	Reduced
414	Adams Diversified Equity Fund Baltimore, Maryland	$13M	$0	1	0.86%	Maintained
415	PIM Progressive Investment Management Lake Oswego, Oregon	$13M	-$898K	2	4.5%	Reduced
416	LCP LGT Capital Partners Pfaeffikon, Switzerland	$12.9M	-$54.8K	1	3.33%	Reduced
417	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.9M	-$122K	2	1.9%	Reduced
418	Aberdeen Asset Management Aberdeen, United Kingdom	$12.9M	-$23.7M	2	0.03%	Reduced
419	RIG Roosevelt Investment Group New York	$12.8M	-$54.6M	1	0.68%	Reduced
420	AIA AGF Investments America Toronto, Ontario, Canada	$12.7M	-$1.83M	2	4.93%	Reduced
421	Advisors Asset Management Monument, Colorado	$12.7M	-$46.5K	7	0.18%	Reduced
422	NPIC Neumeier Poma Investment Counsel Carmel, California	$12.6M	-$163K	1	3.1%	Reduced
423	Eastern Bank Boston, Massachusetts	$12.6M	+$366K	1	1.01%	Increased
424	OCG Opus Capital Group Cincinnati, Ohio	$12.5M	-$17.6M	2	1.72%	Reduced
425	MCM Marathon Capital Management Hunt Valley, Maryland	$12.5M	+$1.26M	2	11.27%	Increased