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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	Davis Selected Advisers Tucson, Arizona	$11.6M	+$2.24M	1	0.04%	Increased
402	HAM Hillcrest Asset Management Plano, Texas	$11.6M	+$101K	2	3.61%	Increased
403	Advisors Asset Management Monument, Colorado	$11.6M	-$680K	7	0.16%	Reduced
404	AFG American Financial Group Cincinnati, Ohio	$11.6M	$0	3	0.91%	Maintained
405	TIP Torray Investment Partners Bethesda, Maryland	$11.5M	-$113K	1	0.97%	Reduced
406	GL GLG LLC New York	$11.5M	-$1.41M	6	0.35%	Reduced
407	Segall Bryant & Hamill Chicago, Illinois	$11.5M	-$9.89M	5	0.26%	Reduced
408	Utah Retirement Systems Salt Lake City, Utah	$11.5M	-$53.4K	5	0.32%	Reduced
409	NAP New Amsterdam Partners New York	$11.4M	-$1.89M	1	0.99%	Reduced
410	Commonwealth Equity Services Waltham, Massachusetts	$11.4M	+$1.45M	5	0.13%	Increased
411	SW SVB Wealth Boston, Massachusetts	$11.3M	+$11M	1	0.37%	New
412	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$11.2M	-$9.11M	2	0.98%	Reduced
413	CC Curian Capital Denver, Colorado	$11.2M	+$1.37M	4	0.19%	Increased
414	FMW Farr Miller & Washington Washington, District of Columbia	$11.1M	+$469K	1	1.3%	Increased
415	MTIP Magee Thomson Investment Partners San Diego, California	$11.1M	+$966K	3	2.77%	Increased
416	DVM Dreman Value Management West Palm Beach, Florida	$11M	-$443K	3	0.91%	Reduced
417	VWM Valley Wealth Managers Paramus, New Jersey	$11M	+$12.2M	1	1.96%	New
418	PIM Progressive Investment Management Lake Oswego, Oregon	$10.9M	-$842K	2	3.73%	Reduced
419	HBK Investments Dallas, Texas	$10.9M	-$11.2M	2	0.13%	Reduced
420	GD Grandfield & Dodd New York	$10.9M	-$493K	1	1.68%	Reduced
421	CIM Calvert Investment Management Bethesda, Maryland	$10.8M	-$983K	3	0.74%	Reduced
422	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.8M	+$134K	2	0.39%	Increased
423	TCW Group Los Angeles, California	$10.8M	-$8.04M	2	0.05%	Reduced
424	Parallax Volatility Advisers San Francisco, California	$10.7M	-$8.05M	9	0.03%	Reduced
425	Group One Trading Chicago, Illinois	$10.6M	-$2.75M	7	0.16%	Reduced