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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	GS Gagnon Securities New York	$8.45M	-$167K	1	3.14%	Reduced
502	Bridges Investment Management Omaha, Nebraska	$8.44M	+$2.71M	2	0.8%	Increased
503	Eagle Asset Management St Petersburg, Florida	$8.42M	+$763K	2	0.05%	Increased
504	Conning Inc Hartford, Connecticut	$8.38M	-$728K	2	0.29%	Reduced
505	OPCM Osborne Partners Capital Management San Francisco, California	$8.34M	-$31.4K	1	1.14%	Reduced
506	William Blair & Company Chicago, Illinois	$8.32M	+$746K	5	0.06%	Increased
507	CCM Cadence Capital Management Boston, Massachusetts	$8.32M	-$324K	3	0.52%	Reduced
508	WesBanco Bank Wheeling, West Virginia	$8.32M	+$1.3M	2	0.43%	Increased
509	DA Denali Advisors San Diego, California	$8.29M	+$1.34M	4	1.37%	Increased
510	CIBC Asset Management Toronto, Ontario, Canada	$8.28M	+$97.4K	4	0.05%	Increased
511	1832 Asset Management Toronto, Ontario, Canada	$8.26M	-$37.3M	4	0.03%	Reduced
512	2L 22NW LP Seattle, Washington	$8.2M	+$1.09M	3	4.79%	Increased
513	Truist Financial Charlotte, North Carolina	$8.2M	-$735K	5	0.16%	Reduced
514	EA Evanston Advisors Schaumburg, Illinois	$8.18M	+$84.4K	1	1.97%	Increased
515	PPCM Pillar Pacific Capital Management Pacifica, California	$8.17M	+$182	4	1.05%	Increased
516	RCM Riverhead Capital Management Wilmington, Delaware	$8.1M	+$93.1K	9	0.38%	Increased
517	Cambridge Investment Research Advisors Fairfield, Iowa	$8.09M	+$993K	4	0.11%	Increased
518	Brown Advisory Baltimore, Maryland	$8.09M	-$13.6M	8	0.03%	Reduced
519	SRC Shufro Rose & Co New York	$8.09M	-$507K	2	0.81%	Reduced
520	TA Teton Advisors Rye, New York	$8.07M	+$83K	4	0.75%	Increased
521	Ancora Advisors Cleveland, Ohio	$8.06M	+$1.59M	1	0.47%	Increased
522	Mackenzie Financial Toronto Ontario, Ontario, Canada	$8.05M	-$2.13M	1	0.04%	Reduced
523	Winton Group London, United Kingdom	$8.04M	+$1.06M	3	0.26%	Increased
524	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.03M	+$877K	2	1.23%	Increased
525	DAM Delta Asset Management Memphis, Tennessee	$7.99M	+$340K	5	1.21%	Increased