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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	AGM Alpine Global Management New York	$26M	+$8.85M	1	5.28%	Increased
452	Fifth Third Bancorp Cincinnati, Ohio	$26M	-$2.49M	11	0.13%	Reduced
453	AFG American Financial Group Cincinnati, Ohio	$26M	+$15.9M	2	3.35%	Increased
454	SIM Sentry Investment Management Stevens Point, Wisconsin	$25.7M	+$18.2M	2	1.29%	Increased
455	FCI Financial Counselors Inc Overland Park, Kansas	$25.7M	+$215K	2	0.65%	Increased
456	GD Grandfield & Dodd New York	$25.7M	+$265K	4	2.01%	Increased
457	Sessa Capital New York	$25.6M	+$2.11M	1	1.64%	Increased
458	Synovus Financial Columbus, Georgia	$25.5M	+$1.63M	4	0.29%	Increased
459	HCC Hill City Capital Boston, Massachusetts	$25.5M	+$23.9M	2	13.81%	New
460	BAPIM British Airways Pensions Investment Management London, United Kingdom	$25M	+$18.2M	1	0.97%	New
461	Steward Partners Investment Advisory New York	$24.8M	+$2.53M	15	0.54%	Increased
462	Scotia Capital Toronto, Ontario, Canada	$24.6M	+$1.2M	6	0.23%	Increased
463	KCMH Keywise Capital Management (HK) Hong Kong	$24.6M	+$25.1M	1	7.51%	New
464	AF Advisornet Financial Minnetonka, Minnesota	$24.3M	-$2.04M	7	1.96%	Reduced
465	TAM Telemark Asset Management Boston, Massachusetts	$24.1M	+$6.53M	2	2.5%	Increased
466	UAM UAS Asset Management New York	$23.9M	-$6.11M	1	6.74%	Reduced
467	ExodusPoint Capital Management New York	$23.9M	-$16.9M	13	0.23%	Reduced
468	Adams Diversified Equity Fund Baltimore, Maryland	$23.9M	+$17.3M	1	1.08%	New
469	Causeway Capital Management Los Angeles, California	$23.8M	-$3.89M	1	0.45%	Reduced
470	D.A. Davidson & Co Great Falls, Montana	$23.8M	+$4.75M	7	0.36%	Increased
471	VHAM Van Hulzen Asset Management El Dorado Hills, California	$23.7M	-$453K	2	3.59%	Reduced
472	IndexIQ Advisors New York	$23.7M	+$3.06M	10	0.87%	Increased
473	SC Slow Capital Greenbrae, California	$23.7M	+$136K	3	5.66%	Increased
474	Bragg Financial Advisors Charlotte, North Carolina	$23.1M	+$1.69M	5	2.02%	Increased
475	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23M	+$21.6M	1	1.81%	New