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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	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$9.23M	-$380K	1	0.62%	Reduced
502	SRC Shufro Rose & Co New York	$9.15M	+$1.88M	2	0.87%	Increased
503	Carmignac Gestion Paris, France	$9.13M	$0	1	0.07%	Maintained
504	Cambiar Investors Denver, Colorado	$9.07M	-$1.4M	2	0.15%	Reduced
505	QF QVT Financial New York	$9.06M	-$2.08M	1	2.6%	Reduced
506	UONDDL University of Notre Dame du Lac South Bend, Indiana	$9.06M	+$207K	1	1.75%	Increased
507	GAMCO Investors Greenwich, Connecticut	$9.06M	+$15.5K	4	0.06%	Increased
508	VDBMI Van Den Berg Management I Austin, Texas	$8.88M	-$39.7K	2	0.94%	Reduced
509	Bahl & Gaynor Cincinnati, Ohio	$8.88M	+$988K	3	0.09%	Increased
510	PDM Penn Davis McFarland Dallas, Texas	$8.79M	+$251K	1	2.7%	Increased
511	LIC Lodestar Investment Counsel Chicago, Illinois	$8.79M	+$7.28M	1	1.01%	Increased
512	AIC AWM Investment Company New York	$8.77M	-$937K	1	1.46%	Reduced
513	RBA Richard Bernstein Advisors New York	$8.76M	+$639K	3	0.28%	Increased
514	CIBC Asset Management Toronto, Ontario, Canada	$8.75M	+$638K	5	0.05%	Increased
515	DCM Dupont Capital Management Wilmington, Delaware	$8.74M	-$2.08M	6	0.21%	Reduced
516	DIA Davidson Investment Advisors Great Falls, Montana	$8.71M	-$77.3K	1	0.91%	Reduced
517	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$8.64M	-$426K	1	0.65%	Reduced
518	TA Teton Advisors Rye, New York	$8.62M	$0	4	0.77%	Maintained
519	RMC Regis Management Company Menlo Park, California	$8.57M	+$7.62M	1	1.31%	New
520	BlueCrest Capital Management St Helier, Jersey	$8.57M	-$6.64M	7	0.22%	Reduced
521	OneDigital Investment Advisors Overland Park, Kansas	$8.56M	-$17.2K	5	1.8%	Reduced
522	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$8.51M	+$153K	1	0.37%	Increased
523	Gradient Investments Arden Hills, Minnesota	$8.49M	+$415K	4	0.45%	Increased
524	BCM Bluefin Capital Management New York	$8.42M	+$6.85M	2	0.64%	Increased
525	UR USCA RIA Houston, Texas	$8.38M	-$346K	1	0.9%	Reduced