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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	FBP Flippin Bruce & Porter Lynchburg, Virginia	$11.3M	+$46.6K	1	2.78%	Increased
427	British Columbia Investment Management Victoria, British Columbia, Canada	$11.3M	-$15.4M	2	0.19%	Reduced
428	KTA Keeley-Teton Advisors Chicago, Illinois	$11.2M	-$773K	4	2%	Reduced
429	Advisors Asset Management Monument, Colorado	$11.2M	-$1.59M	11	0.26%	Reduced
430	Meyer Handelman Company Rye Brook, New York	$11.2M	-$548K	2	0.68%	Reduced
431	SM SG3 Management Dorado, Puerto Rico	$11.1M	+$13.3M	3	1.48%	New
432	DIA Dean Investment Associates Beavercreek, Ohio	$11M	+$3.57M	4	2.36%	Increased
433	VHMC Value Holdings Management Company Hampton Bays, New York	$11M	+$1.3M	2	5.25%	Increased
434	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11M	+$33.1K	2	1.72%	Increased
435	Graham Capital Management Rowayton, Connecticut	$11M	+$13.1M	1	0.78%	New
436	Driehaus Capital Management Chicago, Illinois	$10.9M	-$6M	2	0.36%	Reduced
437	CIBC World Market Toronto, Ontario, Canada	$10.8M	-$3.08M	5	0.06%	Reduced
438	GA Gagnon Advisors New York	$10.8M	$0	1	10.06%	Maintained
439	Acadian Asset Management Boston, Massachusetts	$10.8M	+$6.75M	8	0.06%	Increased
440	Ameritas Investment Partners Lincoln, Nebraska	$10.7M	+$68.1K	18	0.61%	Increased
441	Chartwell Investment Partners Berywn, Pennsylvania	$10.7M	+$12.6M	2	0.5%	New
442	MAI Capital Management Independence, Ohio	$10.7M	+$1.24M	2	0.44%	Increased
443	CIM Corbyn Investment Management Lutherville, Maryland	$10.7M	+$534K	3	6.65%	Increased
444	Railway Pension Investments London, United Kingdom	$10.6M	+$12.6M	1	0.15%	New
445	PFC Phocas Financial Corp Alameda, California	$10.6M	-$944K	2	2.03%	Reduced
446	1M 13D Management New York	$10.6M	+$528K	1	5.15%	Increased
447	Private Advisor Group Morristown, New Jersey	$10.6M	-$2.08M	3	0.19%	Reduced
448	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.5M	-$9.45M	2	3.62%	Reduced
449	CIBC World Markets New York	$10.5M	-$22.3M	3	0.13%	Reduced
450	Picton Mahoney Asset Management Toronto, Ontario, Canada	$10.5M	+$9.53M	1	0.59%	Increased