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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
526	GA Gagnon Advisors New York	$6.23M	$0	1	4.27%	Maintained
527	FIM Freedom Investment Management Hartford, Connecticut	$6.23M	+$2.38M	3	0.64%	Increased
528	Livforsakringsbolaget Skandia Stockholm, Sweden	$6.13M	$0	3	0.3%	Maintained
529	CI Cowen Inc New York	$6.12M	+$6.19M	1	0.37%	Increased
530	LSV Asset Management Chicago, Illinois	$6.12M	+$1.07M	4	0.01%	Increased
531	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.1M	+$26.7K	2	2.38%	Increased
532	SPC Stewart & Patten Company Lafayette, California	$6.09M	+$95.1K	1	1.28%	Increased
533	CIS Connors Investor Services Wyomissing, Pennsylvania	$6.09M	+$286K	2	1.26%	Increased
534	Shelton Capital Management Denver, Colorado	$6.05M	+$459K	7	0.63%	Increased
535	Palisade Capital Management Fort Lee, New Jersey	$6.01M	+$540K	1	0.15%	Increased
536	TIM Thompson Investment Management Madison, Wisconsin	$5.99M	+$11K	1	1.15%	Increased
537	PP Prospector Partners Guilford, Connecticut	$5.96M	-$2.35M	2	0.71%	Reduced
538	CIBC Asset Management Toronto, Ontario, Canada	$5.95M	+$220K	4	0.04%	Increased
539	DIA Denver Investment Advisors Denver, Colorado	$5.95M	-$1.39M	1	0.22%	Reduced
540	Central Trust Company Jefferson City, Missouri	$5.95M	+$214K	5	0.47%	Increased
541	OCM OMT Capital Management San Francisco, California	$5.93M	+$1.22M	1	6.24%	Increased
542	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$5.9M	$0	1	0.32%	Maintained
543	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$5.83M	+$935	1	2.54%	Increased
544	CCM Cadence Capital Management Boston, Massachusetts	$5.82M	+$574K	1	0.32%	Increased
545	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.8M	-$603K	3	0.17%	Reduced
546	GIM Goelzer Investment Management Carmel, Indiana	$5.79M	+$119K	2	0.88%	Increased
547	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.77M	+$6.02M	1	0.06%	New
548	KIA KCM Investment Advisors Greenbrae, California	$5.71M	+$711	3	0.45%	Increased
549	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.67M	+$505K	1	2.58%	Increased
550	LH Lebenthal Holdings New York	$5.65M	-$79.4K	3	1.15%	Reduced