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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	GPC Glen Point Capital London, United Kingdom	$14.6M	+$11.3M	1	3.01%	New
427	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$14.5M	+$11.9M	2	0.46%	New
428	PFC Phocas Financial Corp Alameda, California	$14.5M	-$3.33M	2	1.66%	Reduced
429	Peregrine Capital Management Minneapolis, Minnesota	$14.4M	-$34.2K	1	0.37%	Reduced
430	Hennessy Advisors Inc Novato, California	$14.3M	+$7.01M	2	0.73%	Increased
431	Shelton Capital Management Denver, Colorado	$14.3M	-$118K	10	0.79%	Reduced
432	Fifth Third Bancorp Cincinnati, Ohio	$14.2M	-$402K	11	0.08%	Reduced
433	1M 13D Management New York	$14.2M	-$2.77M	1	4.31%	Reduced
434	Meyer Handelman Company Rye Brook, New York	$14.2M	-$447K	3	0.68%	Reduced
435	Calamos Advisors Naperville, Illinois	$14.2M	-$1.85M	2	0.07%	Reduced
436	Acadian Asset Management Boston, Massachusetts	$14.1M	+$1.05M	8	0.06%	Increased
437	VHMC Value Holdings Management Company Hampton Bays, New York	$14M	$0	2	4.92%	Maintained
438	FCI Financial Counselors Inc Overland Park, Kansas	$13.8M	+$192K	3	0.49%	Increased
439	FBP Flippin Bruce & Porter Lynchburg, Virginia	$13.8M	-$363K	1	2.37%	Reduced
440	OFCM One Fin Capital Management San Francisco, California	$13.8M	+$11.1M	1	7.5%	Increased
441	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$13.7M	+$599K	1	0.86%	Increased
442	Hawk Ridge Capital Management Los Angeles, California	$13.6M	+$1.45M	1	2.22%	Increased
443	FTI Fiduciary Trust International Lincoln, Massachusetts	$13.6M	+$4.21M	2	2.19%	Increased
444	Ameritas Investment Partners Lincoln, Nebraska	$13.6M	-$294K	18	0.6%	Reduced
445	TW Transform Wealth Greenwood Village, Colorado	$13.6M	-$215K	2	2.15%	Reduced
446	Pacer Advisors Malvern, Pennsylvania	$13.5M	-$2.81M	9	0.61%	Reduced
447	NI Nuance Investments Kansas City, Missouri	$13.4M	-$38.7M	1	0.44%	Reduced
448	NRS Neville Rodie & Shaw New York	$13.4M	+$157K	3	1.31%	Increased
449	Pinnacle Associates New York	$13.3M	-$459K	5	0.29%	Reduced
450	Bridges Investment Management Omaha, Nebraska	$13.2M	+$4.05M	3	0.49%	Increased