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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	BHTS Bar Harbor Trust Services Ellsworth, Maine	$11.2M	+$208K	2	6.12%	Increased
452	Oppenheimer Asset Management New York	$11.2M	+$569K	5	0.27%	Increased
453	EA Edge Advisors Atlanta, Georgia	$11.2M	+$1.93M	6	1%	Increased
454	GAI General American Investors New York	$11.1M	+$1.93M	1	1.01%	Increased
455	GGI Godsey & Gibb Inc Richmond, Virginia	$11.1M	+$192K	1	1.92%	Increased
456	Driehaus Capital Management Chicago, Illinois	$11M	-$6.22M	2	0.37%	Reduced
457	WCM Investment Management Laguna Beach, California	$11M	-$3.36M	2	0.11%	Reduced
458	GCP GSA Capital Partners London, United Kingdom	$10.9M	-$219K	7	0.54%	Reduced
459	Howard Capital Management Roswell, Georgia	$10.9M	+$2.05M	1	1.19%	Increased
460	Advisor Group Phoenix, Arizona	$10.8M	-$710K	18	0.15%	Reduced
461	CC Cannell & Co New York	$10.8M	+$4.73M	1	0.4%	Increased
462	Crossmark Global Holdings Houston, Texas	$10.7M	-$409K	11	0.29%	Reduced
463	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$10.7M	+$2.66M	2	0.06%	Increased
464	Ameritas Investment Partners Lincoln, Nebraska	$10.7M	+$1.14M	16	0.51%	Increased
465	Group One Trading Chicago, Illinois	$10.6M	-$2.98M	6	0.09%	Reduced
466	Wilmington Savings Fund Society Wilmington, Delaware	$10.5M	+$360K	2	0.59%	Increased
467	Oppenheimer & Co New York	$10.5M	+$1.21M	8	0.28%	Increased
468	MC Martin Currie Edinburgh, United Kingdom	$10.5M	+$12.4K	1	0.73%	Increased
469	HAM Hillcrest Asset Management Plano, Texas	$10.4M	+$10.2M	1	1.94%	New
470	Pacer Advisors Malvern, Pennsylvania	$10.4M	+$3.41M	7	0.47%	Increased
471	Capital International Los Angeles, California	$10.4M	+$320K	2	1.81%	Increased
472	Winton Group London, United Kingdom	$10.3M	+$3.13M	4	0.26%	Increased
473	Eagle Asset Management St Petersburg, Florida	$10.3M	-$1.21M	3	0.06%	Reduced
474	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.3M	+$180K	1	2.13%	Increased
475	PP Prospector Partners Guilford, Connecticut	$10.2M	-$61.9K	2	1.42%	Reduced