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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	KTA Keeley-Teton Advisors Chicago, Illinois	$8.63M	+$2.17M	4	0.77%	Increased
502	SEC Seven Eight Capital New York	$8.58M	+$6.07M	6	0.45%	Increased
503	Steward Partners Investment Advisory New York	$8.58M	+$289K	3	0.36%	Increased
504	RCYC Richard C. Young & Co Newport, Rhode Island	$8.54M	+$129K	1	1.63%	Increased
505	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.53M	-$122K	4	2.85%	Reduced
506	Glazer Capital LLC New York	$8.52M	-$525K	1	1.26%	Reduced
507	DAM Delta Asset Management Memphis, Tennessee	$8.49M	-$90.4K	5	1.22%	Reduced
508	State of Michigan Retirement System Lansing, Michigan	$8.45M	-$89.3K	6	0.07%	Reduced
509	Engineers Gate Manager New York	$8.42M	-$1.76M	8	0.51%	Reduced
510	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.4M	+$170K	10	0.42%	Increased
511	SAM Sandbar Asset Management London, United Kingdom	$8.33M	+$7.9M	2	6.4%	New
512	MC Moors & Cabot Boston, Massachusetts	$8.27M	+$674K	6	1.12%	Increased
513	Nissay Asset Management Tokyo, Japan	$8.2M	+$3.78M	2	0.22%	Increased
514	OPCM Osborne Partners Capital Management San Francisco, California	$8.19M	-$2.69M	1	1.6%	Reduced
515	DSI Daiwa SB Investments Tokyo, Japan	$8.17M	+$3.01M	1	1.62%	Increased
516	BA Boston Advisors Boston, Massachusetts	$8.16M	+$5.81M	2	0.42%	Increased
517	NAP New Amsterdam Partners New York	$8.16M	-$996K	2	3%	Reduced
518	Andra AP-fonden Goteborg, Sweden	$8.15M	+$7.72M	1	0.24%	New
519	Conning Inc Hartford, Connecticut	$8.14M	-$405K	2	0.25%	Reduced
520	Synovus Financial Columbus, Georgia	$8.12M	-$228K	7	0.13%	Reduced
521	AMG National Trust Bank Greenwood Village, Colorado	$8.07M	+$2.15M	3	0.5%	Increased
522	Wilmington Savings Fund Society Wilmington, Delaware	$8.07M	+$140K	2	0.44%	Increased
523	EP Edgestream Partners Princeton, New Jersey	$8.03M	+$8.37M	1	1.18%	Increased
524	Channing Capital Management Chicago, Illinois	$7.97M	+$9.25M	1	0.37%	New
525	EULAV Asset Management Sarasota, Florida	$7.94M	$0	2	0.33%	Maintained