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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	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$23.7M	-$93.1K	4	0.75%	Reduced
527	Associated Banc-Corp Green Bay, Wisconsin	$23.5M	-$174K	3	0.93%	Reduced
528	Brandywine Global Investment Management Philadelphia, Pennsylvania	$23.3M	-$12.5M	3	0.18%	Reduced
529	Glazer Capital LLC New York	$23.2M	+$9.29M	4	0.41%	Increased
530	MDSL M.D. Sass LLC New York	$23.1M	+$20.4M	1	3.93%	New
531	Meyer Handelman Company Rye Brook, New York	$23M	-$591K	2	0.94%	Reduced
532	HA Heartland Advisors Milwaukee, Wisconsin	$22.5M	+$2.1M	3	1.35%	Increased
533	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$22.4M	-$3.65M	3	2.26%	Reduced
534	SCM SIR Capital Management New York	$22.4M	+$8.07M	3	3.29%	Increased
535	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.2M	-$24.3M	1	0.59%	Reduced
536	MCM Manchester Capital Management Manchester, Vermont	$22.2M	-$46.8K	8	3.04%	Reduced
537	Harvest Fund Management Beijing, China	$22.1M	-$5.86M	7	5%	Reduced
538	CI Cigna Investments Bloomfield, Connecticut	$22M	+$502K	4	1.64%	Increased
539	WCM Investment Management Laguna Beach, California	$21.9M	+$642K	1	0.05%	Increased
540	Picton Mahoney Asset Management Toronto, Ontario, Canada	$21.9M	+$2.12M	5	0.81%	Increased
541	Yacktman Asset Management Austin, Texas	$21.8M	-$2.42M	1	0.21%	Reduced
542	GAI General American Investors New York	$21.8M	$0	1	1.85%	Maintained
543	CTC Chai Trust Company Chicago, Illinois	$21.7M	$0	1	1.84%	Maintained
544	GS Gagnon Securities New York	$21.7M	-$7.52M	1	3.23%	Reduced
545	Driehaus Capital Management Chicago, Illinois	$21.7M	+$7.75M	4	0.26%	Increased
546	TC TwinBeech Capital Purchase, New York	$21.7M	+$20.8M	8	1.53%	Increased
547	GIP Granite Investment Partners El Segundo, California	$21.7M	-$364K	3	0.67%	Reduced
548	QF QVT Financial New York	$21.7M	$0	1	1.61%	Maintained
549	VWA Visionary Wealth Advisors O'fallon, Illinois	$21.6M	+$464K	3	2.22%	Increased
550	SCM Stonehill Capital Management New York	$21.4M	+$8.02M	1	10.15%	Increased