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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	VHMC Value Holdings Management Company Hampton Bays, New York	$12.7M	$0	2	4.31%	Maintained
527	Keeley-Teton Advisors Chicago, Illinois	$12.6M	-$381K	4	2.06%	Reduced
528	BC Beaconlight Capital New York	$12.5M	+$11M	1	4.47%	New
529	SSP Sixth Street Partners Dallas, Texas	$12.4M	$0	1	2.66%	Maintained
530	Sigma Planning Corp Ann Arbor, Michigan	$12.4M	-$3.42M	4	0.49%	Reduced
531	Robeco Schweiz Zurich, Switzerland	$12.3M	+$4.33M	1	0.37%	Increased
532	Mangrove Partners Greenwich, Connecticut	$12.3M	+$3.2M	1	1.56%	Increased
533	AC Antara Capital New York	$12.3M	+$9.33M	1	1.71%	New
534	IndexIQ Advisors New York	$12.3M	+$1.42M	10	0.5%	Increased
535	Moors & Cabot Boston, Massachusetts	$12.2M	+$319K	4	1.15%	Increased
536	Congress Asset Management Boston, Massachusetts	$12.2M	-$149K	2	0.13%	Reduced
537	CSC Cove Street Capital El Segundo, California	$12.2M	+$886K	1	2.31%	Increased
538	OCM Olstein Capital Management Purchase, New York	$12.2M	-$1.28M	2	2.21%	Reduced
539	Advisory Services Network Atlanta, Georgia	$12.2M	-$891K	14	0.57%	Reduced
540	Level Four Advisory Services Dallas, Texas	$12.1M	+$8.26M	1	0.94%	Increased
541	Chai Trust Company Chicago, Illinois	$12.1M	$0	1	1.7%	Maintained
542	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$12.1M	$0	1	0.53%	Maintained
543	Quadrature Capital London, United Kingdom	$12M	-$676K	5	0.69%	Reduced
544	Granite Investment Advisors Concord, New Hampshire	$12M	-$260K	3	2.34%	Reduced
545	OneDigital Investment Advisors Overland Park, Kansas	$12M	-$1.1M	2	0.83%	Reduced
546	Manchester Capital Management Manchester, Vermont	$11.9M	-$1.19M	3	1.84%	Reduced
547	IP Intellectus Partners San Francisco, California	$11.8M	-$3.35M	1	4.48%	Reduced
548	Mountain Pacific Investment Advisers Boise, Idaho	$11.8M	-$388K	3	0.97%	Reduced
549	Rathbones Group Liverpool, United Kingdom	$11.8M	-$2.04M	1	0.2%	Reduced
550	GFA Gifford Fong Associates Lafayette, California	$11.8M	+$886K	1	3.16%	Increased