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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
501	SCM Suffolk Capital Management New York	$6.82M	+$5M	1	0.93%	Increased
502	EA Evanston Advisors Schaumburg, Illinois	$6.81M	+$3.94K	1	2.09%	Increased
503	Cullen Capital Management New York	$6.71M	-$705K	1	0.23%	Reduced
504	Intact Investment Management Montreal, Quebec, Canada	$6.69M	-$787K	1	0.25%	Reduced
505	GCP GSA Capital Partners London, United Kingdom	$6.62M	+$1.56M	9	0.4%	Increased
506	Moore Capital Management New York	$6.61M	-$169K	2	0.22%	Reduced
507	Capital International Inc Los Angeles, California	$6.58M	+$997K	1	0.82%	Increased
508	PTB Pioneer Trust Bank Salem, Oregon	$6.57M	-$593K	1	3.87%	Reduced
509	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.51M	+$4.77M	1	0.58%	Increased
510	DAM Delta Asset Management Memphis, Tennessee	$6.51M	-$29.9K	4	1.09%	Reduced
511	GIP Granite Investment Partners El Segundo, California	$6.46M	-$834K	1	0.48%	Reduced
512	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.41M	+$254K	1	0.92%	Increased
513	VDBMI Van Den Berg Management I Austin, Texas	$6.4M	-$4.29M	2	0.76%	Reduced
514	EWM Edge Wealth Management New York	$6.38M	+$1.64M	3	2.42%	Increased
515	LG Leuthold Group Minneapolis, Minnesota	$6.33M	-$796K	1	0.71%	Reduced
516	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$6.33M	+$4.27M	3	0.02%	Increased
517	William Blair & Company Chicago, Illinois	$6.28M	-$673K	3	0.06%	Reduced
518	ING Group Amsterdam, Netherlands	$6.25M	+$4.44M	2	0.12%	Increased
519	FWSM First Wilshire Securities Management Pasadena, California	$6.25M	-$210K	2	1.79%	Reduced
520	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.24M	-$138K	2	1.04%	Reduced
521	GS Gagnon Securities New York	$6.22M	-$1.3M	1	2.67%	Reduced
522	Alpha Cubed Investments Irvine, California	$6.22M	+$6.08M	1	1.49%	New
523	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.2M	-$39.1K	1	3.23%	Reduced
524	Walleye Trading New York	$6.18M	-$901K	10	0.04%	Reduced
525	CC Cipher Capital New York	$6.14M	-$2.83M	3	0.41%	Reduced