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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	Group One Trading Chicago, Illinois	$10.1M	+$6.23M	6	0.09%	Increased
477	BP Bandera Partners New York	$10.1M	+$4.34M	1	5.98%	Increased
478	CIC Cornercap Investment Counsel Atlanta, Georgia	$9.98M	+$313K	5	1.32%	Increased
479	JIR James Investment Research Alpha, Ohio	$9.82M	+$368K	5	0.71%	Increased
480	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$9.81M	$0	1	0.85%	Maintained
481	UR USCA RIA Houston, Texas	$9.8M	+$2.68M	2	0.99%	Increased
482	TAM THB Asset Management Norwalk, Connecticut	$9.76M	-$462K	2	1.56%	Reduced
483	NA Neuburgh Advisers Los Angeles, California	$9.75M	-$4.84M	5	0.31%	Reduced
484	Amalgamated Bank New York	$9.73M	-$482K	9	0.23%	Reduced
485	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$9.62M	+$254K	11	0.67%	Increased
486	VDBMI Van Den Berg Management I Austin, Texas	$9.49M	-$1.84K	1	1.41%	Reduced
487	AA Apriem Advisors Irvine, California	$9.48M	+$137K	2	2.97%	Increased
488	MAI Capital Management Independence, Ohio	$9.47M	-$340K	2	0.43%	Reduced
489	CIBC World Market Toronto, Ontario, Canada	$9.44M	-$1.99M	5	0.04%	Reduced
490	Steward Partners Investment Advisory New York	$9.42M	+$585K	9	0.35%	Increased
491	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.36M	-$131K	1	1.17%	Reduced
492	RCYC Richard C. Young & Co Newport, Rhode Island	$9.34M	+$264K	1	1.77%	Increased
493	GA Gagnon Advisors New York	$9.32M	$0	1	5.32%	Maintained
494	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$9.28M	-$2.84M	1	1.95%	Reduced
495	Weiss Asset Management Boston, Massachusetts	$9.22M	-$14.4M	2	0.56%	Reduced
496	Pendal Group Sydney, Australia	$9.18M	+$3.65M	3	0.13%	Increased
497	NM Newtyn Management New York	$9.16M	+$9.07M	1	1.18%	New
498	Wolverine Trading Chicago, Illinois	$9.16M	+$7.94M	6	0.03%	Increased
499	GCP GSA Capital Partners London, United Kingdom	$9.11M	+$3.73M	11	1.02%	Increased
500	HSA Hussman Strategic Advisors Ellicott City, Maryland	$9.1M	+$3.28M	3	2.54%	Increased