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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
451	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$10.6M	-$1.58M	1	0.61%	Reduced
452	PDM Penn Davis McFarland Dallas, Texas	$10.6M	-$66.5K	1	3.11%	Reduced
453	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$10.6M	-$84.2K	1	3.49%	Reduced
454	ArrowMark Colorado Holdings Denver, Colorado	$10.6M	-$1.24M	1	0.11%	Reduced
455	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	-$122K	1	2.24%	Reduced
456	FPC Falcon Point Capital San Francisco, California	$10.4M	+$677K	2	1.76%	Increased
457	Ancora Advisors Cleveland, Ohio	$10.4M	+$2.1M	2	0.56%	Increased
458	BCM Beddow Capital Management Jackson, Wyoming	$10.3M	-$3.16M	2	4.18%	Reduced
459	Wilmington Savings Fund Society Wilmington, Delaware	$10.3M	+$102K	1	0.56%	Increased
460	UBS O'Connor Chicago, Illinois	$10.2M	-$18.1M	1	0.18%	Reduced
461	EA Edge Advisors Atlanta, Georgia	$10.1M	-$2.86M	5	1%	Reduced
462	Hermes Investment Management London Uk, United Kingdom	$10.1M	+$9.96M	1	0.15%	New
463	PP Prospector Partners Guilford, Connecticut	$10M	+$1.42M	2	1.46%	Increased
464	VF Virtu Financial New York	$10M	+$6.17M	5	0.53%	Increased
465	BNP Paribas Asset Management Paris, France	$10M	-$358K	4	0.09%	Reduced
466	Fifth Third Bancorp Cincinnati, Ohio	$9.95M	-$962K	10	0.07%	Reduced
467	MN Services Vermogensbeheer The Hague, Netherlands	$9.95M	-$620K	2	0.31%	Reduced
468	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$9.83M	-$6.08M	1	0.39%	Reduced
469	SIA SeaBridge Investment Advisors Summit, New Jersey	$9.82M	-$18K	3	2.13%	Reduced
470	GAI General American Investors New York	$9.81M	-$5.05M	1	0.95%	Reduced
471	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$9.8M	-$54.8K	1	2.7%	Reduced
472	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$9.74M	+$950K	1	3.36%	Increased
473	Bahl & Gaynor Cincinnati, Ohio	$9.73M	+$1.22M	3	0.1%	Increased
474	Bank of Nova Scotia Toronto, Ontario, Canada	$9.69M	+$5.66M	3	0.04%	Increased
475	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.68M	+$29.6K	5	0.15%	Increased