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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	DIA Denver Investment Advisors Denver, Colorado	$11.1M	+$8.9M	2	0.47%	Increased
402	PC Pier Capital Stamford, Connecticut	$11M	+$3.71M	2	1.99%	Increased
403	JGC J. Goldman & Co New York	$10.9M	+$10M	2	0.72%	New
404	CAM Capstone Asset Management Houston, Texas	$10.9M	-$686K	9	0.31%	Reduced
405	WIM Wilen Investment Management Bonita Springs, Florida	$10.9M	-$454K	2	6.72%	Reduced
406	Fred Alger Management New York	$10.8M	-$25M	2	0.06%	Reduced
407	Ferguson Wellman Capital Management Portland, Oregon	$10.8M	+$813K	1	0.44%	Increased
408	EI EAM Investors Solana Beach, California	$10.8M	+$6.17M	4	1.43%	Increased
409	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10.7M	-$1.15M	1	0.49%	Reduced
410	Foresters Investment Management New York	$10.7M	+$824K	2	0.19%	Increased
411	ArrowMark Colorado Holdings Denver, Colorado	$10.6M	-$1.1M	1	0.17%	Reduced
412	LSV Asset Management Chicago, Illinois	$10.6M	-$2.06M	4	0.02%	Reduced
413	CAM Cortina Asset Management Milwaukee, Wisconsin	$10.6M	-$20.3M	2	0.44%	Reduced
414	Mutual of America Capital Management New York	$10.5M	+$342K	4	0.2%	Increased
415	BB&T Securities Richmond, Virginia	$10.5M	+$2.27M	2	0.15%	Increased
416	Capstone Investment Advisors New York	$10.5M	-$1.58M	2	0.32%	Reduced
417	OCM Olstein Capital Management Purchase, New York	$10.4M	-$3.4M	1	1.35%	Reduced
418	Truist Financial Charlotte, North Carolina	$10.3M	-$443K	4	0.21%	Reduced
419	NRS Neville Rodie & Shaw New York	$10.3M	+$1.44M	3	1.22%	Increased
420	FPC Falcon Point Capital San Francisco, California	$10.2M	-$2.75M	2	1.37%	Reduced
421	SL SIB LLC New York, New York	$10.1M	$0	1	8.18%	Maintained
422	TCM Timpani Capital Management Milwaukee, Wisconsin	$10.1M	-$2.41M	2	4.2%	Reduced
423	Ladenburg Thalmann Financial Services Miami, Florida	$10M	+$1.17M	18	0.14%	Increased
424	PDM Penn Davis McFarland Dallas, Texas	$10M	-$268K	1	2.76%	Reduced
425	EP Elkfork Partners Portland, Oregon	$10M	+$9.43M	8	0.33%	New