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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	Eagle Asset Management St Petersburg, Florida	$7.91M	-$578K	3	0.04%	Reduced
527	PSC Prentiss Smith & Co Brattleboro, Vermont	$7.85M	-$81.9K	1	4.99%	Reduced
528	Cambiar Investors Denver, Colorado	$7.78M	-$4.38M	2	0.19%	Reduced
529	WC Walthausen & Co Malta, New York	$7.7M	-$1.22M	1	1%	Reduced
530	Simplex Trading Chicago, Illinois	$7.68M	+$2.85M	11	0.02%	Increased
531	Mariner Overland Park, Kansas	$7.67M	+$3.33M	4	0.11%	Increased
532	Hennessy Advisors Inc Novato, California	$7.65M	-$1.01M	2	0.36%	Reduced
533	AC Albar Capital London, United Kingdom	$7.65M	+$7.24M	1	2.66%	New
534	Norinchukin Bank Tokyo, Japan	$7.59M	+$79.3K	2	0.1%	Increased
535	Diamond Hill Capital Management Columbus, Ohio	$7.56M	-$3.36M	2	0.04%	Reduced
536	Stephens Inc Little Rock, Arkansas	$7.51M	+$854K	4	0.18%	Increased
537	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.47M	+$104K	1	1.05%	Increased
538	TA Teton Advisors Rye, New York	$7.4M	$0	4	0.73%	Maintained
539	New Mexico Educational Retirement Board Santa Fe, New Mexico	$7.34M	-$103K	7	0.32%	Reduced
540	Carnegie Investment Counsel Pepper Pike, Ohio	$7.3M	-$106K	3	0.5%	Reduced
541	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.3M	-$721K	1	0.46%	Reduced
542	Great Lakes Advisors Chicago, Illinois	$7.28M	-$2.68M	4	0.16%	Reduced
543	PC Pier Capital Stamford, Connecticut	$7.24M	-$6.17M	1	1.12%	Reduced
544	MCM McRae Capital Management Morristown, New Jersey	$7.24M	+$798K	2	3.02%	Increased
545	OneDigital Investment Advisors Overland Park, Kansas	$7.22M	+$20.7K	6	1.06%	Increased
546	CC Crosslink Capital Menlo Park, California	$7.21M	-$1.53M	1	1.79%	Reduced
547	Brown Advisory Baltimore, Maryland	$7.15M	+$132K	6	0.02%	Increased
548	PCM Palouse Capital Management Spokane, Washington	$7.15M	-$143K	4	2.75%	Reduced
549	Barings Charlotte, North Carolina	$7.11M	+$1.63M	3	0.16%	Increased
550	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.07M	+$270K	1	0.94%	Increased