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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
476	SCM Stevens Capital Management Radnor, Pennsylvania	$9.85M	+$576K	9	0.27%	Increased
477	GAMCO Investors Greenwich, Connecticut	$9.78M	-$1.68M	4	0.05%	Reduced
478	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.76M	+$2.68M	3	0.56%	Increased
479	Natixis Paris, France	$9.76M	-$84.9K	2	0.13%	Reduced
480	CHA Cedar Hill Associates Chicago, Illinois	$9.63M	+$187K	1	1.61%	Increased
481	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.53M	+$46.7K	5	0.25%	Increased
482	Santa Barbara Asset Management Los Angeles, California	$9.51M	-$85.7M	2	0.2%	Reduced
483	UBS O'Connor Chicago, Illinois	$9.47M	+$7.56M	2	0.18%	Increased
484	PCM Peg Capital Management Canaan, New Hampshire	$9.4M	$0	1	4.33%	Maintained
485	CL Croft-Leominster Baltimore, Maryland	$9.4M	-$7.69M	2	1.49%	Reduced
486	Crawford Investment Counsel Atlanta, Georgia	$9.34M	+$369K	2	0.34%	Increased
487	AC AFAM Capital Austin, Texas	$9.28M	+$93.9K	1	1.25%	Increased
488	MCM McRae Capital Management Morristown, New Jersey	$9.22M	-$284K	1	4.66%	Reduced
489	PRA Parametric Risk Advisors Westport, Connecticut	$9.22M	+$8.34M	1	0.64%	New
490	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$9.2M	+$8.04M	1	0.97%	New
491	ORIO Old Republic International (ORI) Chicago, Illinois	$9.16M	$0	1	0.97%	Maintained
492	SAM Shell Asset Management The Hague, Netherlands	$9.13M	+$3.26M	5	0.15%	Increased
493	GC Gratry & Company Beachwood, Ohio	$9.05M	-$325K	1	3.26%	Reduced
494	Livforsakringsbolaget Skandia Stockholm, Sweden	$9.01M	+$8.63M	3	0.34%	Increased
495	GIP Granite Investment Partners El Segundo, California	$8.97M	-$126K	1	1.4%	Reduced
496	AIP ARS Investment Partners New York	$8.96M	-$8.63M	1	1.58%	Reduced
497	SRC Shufro Rose & Co New York	$8.95M	-$179K	2	0.94%	Reduced
498	LCM Lafitte Capital Management Austin, Texas	$8.86M	+$1.22M	1	5.2%	Increased
499	WSA Wall Street Associates Lajolla, California	$8.86M	-$40.7K	1	0.72%	Reduced
500	FGA Flood Gamble Associates New York	$8.82M	+$965K	2	4.32%	Increased