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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	ACM Argent Capital Management St Louis, Missouri	$33.3M	+$124K	1	1.05%	Increased
502	SGAM Smith Group Asset Management Dallas, Texas	$33.2M	+$5.58M	2	1.75%	Increased
503	EIP Easterly Investment Partners Beverly, Massachusetts	$32.9M	-$3.59M	3	2.49%	Reduced
504	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$32.6M	+$25M	2	0.63%	Increased
505	MFP Michael F. Price	$32.5M	$0	1	3.84%	Maintained
506	DRW Securities Chicago, Illinois	$32.4M	-$1.52M	1	0.87%	Reduced
507	First National Bank of Omaha Omaha, Nebraska	$32M	+$32.3K	5	1.64%	Increased
508	Advisory Services Network Atlanta, Georgia	$31.9M	+$1.78M	5	0.94%	Increased
509	Alpha Cubed Investments Irvine, California	$31.6M	+$10.8M	3	2.03%	Increased
510	Hotchkis & Wiley Capital Management Los Angeles, California	$31.6M	+$3.55M	5	0.1%	Increased
511	R.M. Davis Inc Portland, Maine	$31.4M	+$1.87M	2	0.75%	Increased
512	Avantax Advisory Services Dallas, Texas	$31.4M	+$1.37M	6	0.43%	Increased
513	Hudson Bay Capital Management Stamford, Connecticut	$31.4M	-$7.14M	5	0.42%	Reduced
514	Harvest Fund Management Beijing, China	$31.3M	+$280K	7	6.56%	Increased
515	Walleye Capital New York	$31.2M	+$16.8M	7	0.83%	Increased
516	TCM Tao Capital Management San Francisco, California	$31M	$0	1	11.3%	Maintained
517	Eventide Asset Management Boston, Massachusetts	$30.7M	+$1.76M	1	0.48%	Increased
518	Dynamic Advisor Solutions Phoenix, Arizona	$30.5M	+$898K	2	2.12%	Increased
519	GD Grandfield & Dodd New York	$30.5M	-$242K	4	2.07%	Reduced
520	Bridgewater Associates Westport, Connecticut	$30.3M	+$4.32M	1	0.12%	Increased
521	OP Oslo Pensjonsforsikring Oslo,	$30.3M	-$15M	1	5.78%	Reduced
522	Manning & Napier Group Fairport, New York	$30.2M	-$2.26M	2	0.29%	Reduced
523	Livforsakringsbolaget Skandia Stockholm, Sweden	$30M	+$1.07M	2	2%	Increased
524	Davis Selected Advisers Tucson, Arizona	$29.7M	-$685K	1	0.15%	Reduced
525	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$29.7M	+$6.31M	2	0.17%	Increased