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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	Meyer Handelman Company Rye Brook, New York	$13.9M	-$948K	3	0.68%	Reduced
402	GS Gagnon Securities New York	$13.8M	+$389K	1	3.18%	Increased
403	TAM Taurus Asset Management New York	$13.8M	-$4.76M	1	1.86%	Reduced
404	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.8M	-$624K	12	0.2%	Reduced
405	Bridges Investment Management Omaha, Nebraska	$13.7M	+$630K	2	0.68%	Increased
406	GGI Godsey & Gibb Inc Richmond, Virginia	$13.6M	+$698K	1	2.17%	Increased
407	HA Halsey Associates New Haven, Connecticut	$13.6M	+$64.4K	1	2.41%	Increased
408	AR Advisory Research Chicago, Illinois	$13.4M	-$2.61M	2	0.22%	Reduced
409	Tocqueville Asset Management New York	$13.4M	-$693K	4	0.17%	Reduced
410	PIA Piedmont Investment Advisors Durham, North Carolina	$13M	-$2.82M	4	0.55%	Reduced
411	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$13M	+$1.29M	1	3.52%	Increased
412	Mutual of America Capital Management New York	$12.9M	-$3.01K	8	0.18%	Reduced
413	Weiss Multi-Strategy Advisers New York	$12.9M	+$1.52M	1	0.34%	Increased
414	Gradient Investments Arden Hills, Minnesota	$12.9M	+$2.91M	5	0.66%	Increased
415	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$12.9M	+$10.7M	1	1.03%	Increased
416	1M 13D Management New York	$12.8M	-$2.68M	1	3.53%	Reduced
417	ING Group Amsterdam, Netherlands	$12.8M	+$8.54M	3	0.22%	Increased
418	SIA SeaBridge Investment Advisors Summit, New Jersey	$12.6M	-$766K	4	3.22%	Reduced
419	BCM Billings Capital Management Arlington, Virginia	$12.5M	+$12.9M	1	9.29%	New
420	VHMC Value Holdings Management Company Hampton Bays, New York	$12.4M	+$157K	2	3.91%	Increased
421	Marshall Wace London, United Kingdom	$12.4M	+$14.7M	5	0.11%	Increased
422	William Blair & Company Chicago, Illinois	$12.4M	-$48K	4	0.08%	Reduced
423	PFC Phocas Financial Corp Alameda, California	$12.3M	+$5.48M	2	1.02%	Increased
424	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.3M	+$346K	1	2.28%	Increased
425	Oppenheimer Asset Management New York	$12.3M	+$146K	5	0.27%	Increased