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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	Wasatch Advisors Salt Lake City, Utah	$13M	+$7.53M	2	0.12%	Increased
402	Pacer Advisors Malvern, Pennsylvania	$13M	+$64.8K	9	0.29%	Increased
403	Meyer Handelman Company Rye Brook, New York	$12.9M	-$281K	3	0.65%	Reduced
404	GAI General American Investors New York	$12.8M	$0	1	1.26%	Maintained
405	AR Advisory Research Chicago, Illinois	$12.7M	-$234K	2	0.61%	Reduced
406	EP Elkfork Partners Portland, Oregon	$12.7M	-$4.55M	7	0.31%	Reduced
407	TU TDAM USA Toronto, Ontario, Canada	$12.5M	-$983K	2	0.89%	Reduced
408	GIA Granite Investment Advisors Concord, New Hampshire	$12.5M	-$801K	2	2.46%	Reduced
409	VHMC Value Holdings Management Company Hampton Bays, New York	$12.5M	$0	2	4.31%	Maintained
410	WBC Westpac Banking Corp Sydney, Australia	$12.5M	+$9.47M	2	0.17%	Increased
411	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.4M	+$2.19M	1	2.21%	Increased
412	PP Prospector Partners Guilford, Connecticut	$12.3M	-$433K	2	1.8%	Reduced
413	D.A. Davidson & Co Great Falls, Montana	$12.3M	+$306K	6	0.22%	Increased
414	MS Mizuho Securities Tokyo, Japan	$12.2M	+$7.87M	1	8.19%	Increased
415	Mercer Global Advisors Denver, Colorado	$12.2M	+$420K	4	0.29%	Increased
416	QIM Quantitative Investment Management Charlottesville, Virginia	$12.2M	-$3.25M	7	0.65%	Reduced
417	BA Boston Advisors Boston, Massachusetts	$12.1M	+$4.01M	4	0.63%	Increased
418	NRS Neville Rodie & Shaw New York	$12.1M	+$142K	3	1.28%	Increased
419	SCM SKBA Capital Management San Francisco, California	$12.1M	-$56.7K	1	1.92%	Reduced
420	Fifth Third Bancorp Cincinnati, Ohio	$12.1M	-$407K	11	0.07%	Reduced
421	Marshall Wace North America New York	$12.1M	+$5.17M	9	0.07%	Increased
422	Mitsubishi UFJ Asset Management Tokyo, Japan	$12M	+$842K	5	0.2%	Increased
423	TAM Third Avenue Management New York	$12M	+$2M	1	1.08%	Increased
424	Ameritas Investment Partners Lincoln, Nebraska	$12M	-$249K	18	0.55%	Reduced
425	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$12M	-$164K	12	0.17%	Reduced