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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	Howard Capital Management Roswell, Georgia	$12.3M	-$4.17K	1	1.19%	Reduced
427	Korea Investment Corp Seoul, South Korea	$12.2M	-$7.66M	2	0.06%	Reduced
428	Shelton Capital Management Denver, Colorado	$12.2M	+$1.01M	9	0.7%	Increased
429	Cullen Capital Management New York	$12.2M	+$1.16M	2	0.45%	Increased
430	MC Martin Currie Edinburgh, United Kingdom	$12.1M	$0	1	0.84%	Maintained
431	Capital Fund Management (CFM) Paris, France	$12M	+$687K	2	0.07%	Increased
432	Advisor Group Phoenix, Arizona	$11.8M	+$1.36M	18	0.12%	Increased
433	Crossmark Global Holdings Houston, Texas	$11.8M	+$318K	11	0.3%	Increased
434	Beck Mack & Oliver New York	$11.7M	-$181K	1	0.37%	Reduced
435	Ameritas Investment Partners Lincoln, Nebraska	$11.7M	-$67.7K	16	0.54%	Reduced
436	BHTS Bar Harbor Trust Services Ellsworth, Maine	$11.7M	-$223K	2	5.65%	Reduced
437	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$11.6M	-$214K	3	0.07%	Reduced
438	PP Prospector Partners Guilford, Connecticut	$11.4M	+$115K	2	1.58%	Increased
439	MN Services Vermogensbeheer The Hague, Netherlands	$11.4M	+$125K	2	0.27%	Increased
440	WC Walthausen & Co Malta, New York	$11.3M	+$11.5M	1	1.08%	New
441	GAI General American Investors New York	$11.2M	-$1.64M	1	0.96%	Reduced
442	NRS Neville Rodie & Shaw New York	$11.2M	-$4.07M	3	1.1%	Reduced
443	BC Blackcrane Capital Bellevue, Washington	$11.1M	+$11.1M	1	9.68%	New
444	CC Crosslink Capital Menlo Park, California	$11M	+$9.03M	1	2.76%	Increased
445	D.A. Davidson & Co Great Falls, Montana	$10.8M	-$638K	6	0.19%	Reduced
446	RCYC Richard C. Young & Co Newport, Rhode Island	$10.8M	-$93.4K	1	2.05%	Reduced
447	FCI Financial Counselors Inc Overland Park, Kansas	$10.7M	-$302K	2	0.47%	Reduced
448	Calamos Advisors Naperville, Illinois	$10.7M	-$14.5M	2	0.06%	Reduced
449	NAP New Amsterdam Partners New York	$10.7M	+$5.88M	2	2.74%	Increased
450	LIC Lodestar Investment Counsel Chicago, Illinois	$10.6M	+$429K	1	1.15%	Increased