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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.1M	+$1.1M	3	0.02%	Increased
452	Bartlett & Co Wealth Management Cincinnati, Ohio	$13.1M	-$476K	4	0.32%	Reduced
453	GIA Granite Investment Advisors Concord, New Hampshire	$13.1M	-$1.03M	2	2.47%	Reduced
454	Thompson Siegel & Walmsley Richmond, Virginia	$13.1M	+$10.1M	7	0.2%	Increased
455	Polar Asset Management Partners Toronto, Ontario, Canada	$13M	-$1.2M	1	0.25%	Reduced
456	QF QVT Financial New York	$13M	$0	1	2.53%	Maintained
457	SCM SKBA Capital Management San Francisco, California	$12.8M	-$861K	1	2.03%	Reduced
458	VHAM Van Hulzen Asset Management El Dorado Hills, California	$12.8M	-$657K	2	2.47%	Reduced
459	PDM Penn Davis McFarland Dallas, Texas	$12.8M	-$160K	1	3.78%	Reduced
460	CIBC World Market Toronto, Ontario, Canada	$12.7M	+$2.92M	6	0.05%	Increased
461	TAM Third Avenue Management New York	$12.5M	+$4.89K	1	1.24%	Increased
462	CIC Cornercap Investment Counsel Atlanta, Georgia	$12.4M	+$3.84M	7	1.67%	Increased
463	CSC Cove Street Capital El Segundo, California	$12.3M	-$694K	1	1.63%	Reduced
464	KC Kadensa Capital Central, Hong Kong	$12.3M	+$9.54M	1	7.88%	New
465	South Dakota Investment Council Sioux Falls, South Dakota	$12.2M	-$331K	4	0.25%	Reduced
466	Haverford Trust Company Radnor, Pennsylvania	$12.2M	-$30.3M	2	0.2%	Reduced
467	MC Martin Currie Edinburgh, United Kingdom	$12.1M	-$8.3M	1	0.68%	Reduced
468	IA Icon Advisers Greenwood Village, Colorado	$12.1M	+$271K	3	1.72%	Increased
469	NN Investment Partners Holdings The Hague, Netherlands	$12M	+$7.45M	2	0.08%	Increased
470	MLIM Mountain Lake Investment Management Boca Raton, Florida	$12M	-$8.36M	1	9.07%	Reduced
471	Synovus Financial Columbus, Georgia	$12M	+$1.13M	6	0.16%	Increased
472	TU TDAM USA Toronto, Ontario, Canada	$11.9M	-$2.3M	2	0.77%	Reduced
473	CIBC Asset Management Toronto, Ontario, Canada	$11.8M	-$468K	5	0.07%	Reduced
474	Private Advisor Group Morristown, New Jersey	$11.7M	+$4.89M	4	0.18%	Increased
475	Cullen Capital Management New York	$11.6M	+$30.7K	3	0.46%	Increased