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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	IM Islet Management New York	$14M	+$3.76M	1	1.62%	Increased
402	GGI Godsey & Gibb Inc Richmond, Virginia	$13.9M	+$1.96M	1	2.11%	Increased
403	AGC Angelo Gordon & Co New York	$13.9M	-$3.53M	1	1.3%	Reduced
404	AIC AWM Investment Company New York	$13.9M	-$4.19M	1	2.73%	Reduced
405	TIP Torray Investment Partners Bethesda, Maryland	$13.8M	-$54.1K	1	1.46%	Reduced
406	Calamos Advisors Naperville, Illinois	$13.7M	+$617K	3	0.09%	Increased
407	PC Periscope Capital Toronto, Ontario, Canada	$13.5M	+$1.31M	1	2.33%	Increased
408	RCM Rutabaga Capital Management Boston, Massachusetts	$13.4M	-$97.3K	1	3.71%	Reduced
409	Fifth Third Bancorp Cincinnati, Ohio	$13.4M	+$4.32M	9	0.09%	Increased
410	Peregrine Capital Management Minneapolis, Minnesota	$13.4M	-$48.3K	1	0.34%	Reduced
411	TU TDAM USA Toronto, Ontario, Canada	$13.4M	-$1.92M	2	0.95%	Reduced
412	Advisor Group Phoenix, Arizona	$13.4M	+$984K	19	0.11%	Increased
413	Cambridge Investment Research Advisors Fairfield, Iowa	$13.4M	+$4.86M	6	0.13%	Increased
414	Meyer Handelman Company Rye Brook, New York	$13.1M	+$57.2K	3	0.68%	Increased
415	Eastern Bank Boston, Massachusetts	$13.1M	-$5.79K	1	0.88%	Reduced
416	CTI Community Trust & Investment Versailles, Kentucky	$13.1M	-$42.1K	1	1.61%	Reduced
417	Zurich Insurance Group Zurich, Switzerland	$12.9M	-$18M	3	0.28%	Reduced
418	Associated Banc-Corp Green Bay, Wisconsin	$12.9M	-$1.01M	1	0.75%	Reduced
419	GAMCO Investors Greenwich, Connecticut	$12.8M	+$56.3K	5	0.1%	Increased
420	VHMC Value Holdings Management Company Hampton Bays, New York	$12.8M	$0	2	4.26%	Maintained
421	AIM Avity Investment Management Greenwich, Connecticut	$12.7M	-$11.3M	1	1.54%	Reduced
422	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.7M	+$168K	1	2.27%	Increased
423	GIA Granite Investment Advisors Concord, New Hampshire	$12.5M	-$546K	2	2.41%	Reduced
424	AR Advisory Research Chicago, Illinois	$12.5M	+$117K	2	0.24%	Increased
425	GAI General American Investors New York	$12.4M	$0	1	1.23%	Maintained