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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	CSC Cove Street Capital El Segundo, California	$12M	+$3.03M	1	1.67%	Increased
427	CTI Community Trust & Investment Versailles, Kentucky	$12M	-$4.91M	1	1.43%	Reduced
428	Candriam SCA Strassen, Luxembourg, Luxembourg	$11.9M	-$1.37M	2	0.16%	Reduced
429	CC Cipher Capital New York	$11.9M	+$4.95M	3	0.94%	Increased
430	Bartlett & Co Cincinnati, Ohio	$11.9M	+$11.2M	4	0.31%	Increased
431	Bartlett & Co Wealth Management Cincinnati, Ohio	$11.9M	+$11.2M	4	0.31%	Increased
432	Pinnacle Associates New York	$11.9M	-$893K	5	0.28%	Reduced
433	Truist Financial Charlotte, North Carolina	$11.9M	+$43.2K	5	0.2%	Increased
434	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$11.8M	-$1.7M	2	1.44%	Reduced
435	FCI Financial Counselors Inc Overland Park, Kansas	$11.8M	+$529K	3	0.46%	Increased
436	Oppenheimer & Co New York	$11.7M	+$239K	5	0.32%	Increased
437	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$11.5M	+$1.98M	2	0.92%	Increased
438	TW Transform Wealth Greenwood Village, Colorado	$11.5M	-$194K	2	2.04%	Reduced
439	Amalgamated Bank New York	$11.3M	+$1.22M	9	0.24%	Increased
440	QF QVT Financial New York	$11.3M	$0	1	2.32%	Maintained
441	South Dakota Investment Council Sioux Falls, South Dakota	$11.2M	+$2.38M	4	0.22%	Increased
442	Capital Fund Management (CFM) Paris, France	$11.1M	+$3.6M	2	0.1%	Increased
443	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$11M	-$584K	1	2.43%	Reduced
444	Acadian Asset Management Boston, Massachusetts	$11M	+$5.7M	9	0.05%	Increased
445	PP Paloma Partners Greenwich, Connecticut	$11M	-$3.72M	12	0.23%	Reduced
446	SL SIB LLC New York, New York	$11M	$0	1	7.79%	Maintained
447	JIR James Investment Research Alpha, Ohio	$10.8M	+$803K	3	0.79%	Increased
448	IA Icon Advisers Greenwood Village, Colorado	$10.8M	+$1.33M	3	1.6%	Increased
449	VHAM Van Hulzen Asset Management El Dorado Hills, California	$10.8M	+$235K	2	2.29%	Increased
450	DA Denali Advisors San Diego, California	$10.8M	-$938K	2	1.51%	Reduced