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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	RCMC RK Capital Management (Colorado) Denver, Colorado	$9.58M	+$995K	2	1.91%	Increased
477	BNP Paribas Asset Management Paris, France	$9.57M	-$2.63M	4	0.07%	Reduced
478	AC AFAM Capital Austin, Texas	$9.56M	+$21.2K	1	1.2%	Increased
479	CHA Cedar Hill Associates Chicago, Illinois	$9.52M	+$498K	1	1.51%	Increased
480	MCM McRae Capital Management Morristown, New Jersey	$9.51M	+$31.5K	1	4.58%	Increased
481	Marshall Wace London, United Kingdom	$9.48M	-$4.49M	5	0.14%	Reduced
482	Livforsakringsbolaget Skandia Stockholm, Sweden	$9.48M	$0	3	0.34%	Maintained
483	SC Spitfire Capital Mill Valley, California	$9.47M	+$1.39M	2	4.8%	Increased
484	ORIO Old Republic International (ORI) Chicago, Illinois	$9.42M	$0	1	0.82%	Maintained
485	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$9.39M	$0	1	4.25%	Maintained
486	GS Gagnon Securities New York	$9.35M	+$12.8K	1	3.03%	Increased
487	VAM Visium Asset Management New York	$9.34M	+$9.72M	3	0.15%	Increased
488	PRA Parametric Risk Advisors Westport, Connecticut	$9.34M	+$692K	1	0.61%	Increased
489	SCM Stevens Capital Management Radnor, Pennsylvania	$9.29M	-$433K	5	0.25%	Reduced
490	Virginia Retirement Systems Richmond, Virginia	$9.21M	+$6.56M	4	0.16%	Increased
491	Commonwealth Equity Services Waltham, Massachusetts	$9.2M	+$588K	4	0.11%	Increased
492	William Blair & Company Chicago, Illinois	$9.19M	-$9.9M	4	0.02%	Reduced
493	Numeric Investors Boston, Massachusetts	$9.16M	+$2.58M	3	0.14%	Increased
494	EverPoint Asset Management Stamford, Connecticut	$9.13M	+$8.38M	4	0.19%	New
495	BCM Bodri Capital Management San Francisco, California	$9.13M	-$4.6M	3	4.71%	Reduced
496	LCM Lafitte Capital Management Austin, Texas	$9.11M	+$236K	1	4.96%	Increased
497	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.06M	-$556K	3	0.53%	Reduced
498	GMCM Gruber & McBaine Capital Management San Francisco, California	$8.96M	+$484K	5	2.41%	Increased
499	GAI General American Investors New York	$8.95M	+$8.61M	1	0.73%	New
500	BPBT Boston Private Bank & Trust Boston, Massachusetts	$8.93M	+$951K	7	0.43%	Increased