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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
426	PCM Penn Capital Management Philadelphia, Pennsylvania	$10.2M	-$12.8M	1	0.42%	Reduced
427	VDBMI Van Den Berg Management I Austin, Texas	$10.2M	-$713K	2	1.15%	Reduced
428	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.2M	-$535K	3	0.21%	Reduced
429	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$10.2M	-$286K	4	2.42%	Reduced
430	SRC Shufro Rose & Co New York	$10.1M	+$1.6M	2	1.08%	Increased
431	GCM Grisanti Capital Management New York	$10.1M	-$254K	1	3.76%	Reduced
432	SC Spitfire Capital Mill Valley, California	$9.96M	+$567K	1	3.83%	Increased
433	Brown Advisory Baltimore, Maryland	$9.9M	-$569K	5	0.03%	Reduced
434	WC Walthausen & Co Malta, New York	$9.84M	-$7.7M	1	0.72%	Reduced
435	Emerald Advisers Leola, Pennsylvania	$9.73M	-$3.39M	2	0.46%	Reduced
436	Granahan Investment Management Waltham, Massachusetts	$9.59M	-$2.72M	2	0.27%	Reduced
437	Wasatch Advisors Salt Lake City, Utah	$9.47M	-$1.89M	2	0.1%	Reduced
438	EDRI Edmond de Rothschild (Italia) Milano, Italy	$9.44M	+$9.57M	1	9.34%	New
439	PEAK6 Group Chicago, Illinois	$9.41M	+$8.09M	5	0.06%	Increased
440	GS Gagnon Securities New York	$9.39M	-$515K	1	3.71%	Reduced
441	MCM Marathon Capital Management Hunt Valley, Maryland	$9.33M	+$48.7K	2	4.3%	Increased
442	Williams Jones & Associates New York	$9.27M	+$631K	2	0.36%	Increased
443	Whitebox Advisors Minneapolis, Minnesota	$9.16M	+$3.94M	2	0.4%	Increased
444	WBC Westpac Banking Corp Sydney, Australia	$9.15M	+$4.77M	4	0.09%	Increased
445	AIC AWM Investment Company New York	$9.15M	+$8.65M	2	1.3%	Increased
446	SCM SG Capital Management Chicago, Illinois	$9.13M	-$2.1M	1	2.29%	Reduced
447	MFWM Motley Fool Wealth Management Alexandria, Virginia	$9.09M	-$4.87K	1	1.46%	Reduced
448	RCYC Richard C. Young & Co Newport, Rhode Island	$9.07M	+$62.6K	1	2.05%	Increased
449	GAMCO Investors Greenwich, Connecticut	$8.89M	-$319K	4	0.05%	Reduced
450	DM Delphi Management Brookline, Massachusetts	$8.77M	-$71.7K	1	1.18%	Reduced