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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
551	TC TFS Capital West Chester, Pennsylvania	$5.65M	-$4.46M	5	0.55%	Reduced
552	BOK Financial Tulsa, Oklahoma	$5.63M	+$89.1K	5	0.19%	Increased
553	WHI William Harris Investors Chicago, Illinois	$5.62M	+$5.7M	1	1.57%	New
554	GC Gratry & Company Beachwood, Ohio	$5.61M	+$333K	1	2.93%	Increased
555	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.61M	+$312K	6	0.27%	Increased
556	Cullen Capital Management New York	$5.58M	+$1.99M	2	0.18%	Increased
557	DIA Davidson Investment Advisors Great Falls, Montana	$5.55M	-$188K	1	0.83%	Reduced
558	BIC Bridges Investment Counsel Omaha, Nebraska	$5.5M	-$108K	1	1.3%	Reduced
559	IHL Investment House LLC Redondo Beach, California	$5.49M	+$436K	1	0.88%	Increased
560	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$5.46M	-$8.2M	1	0.71%	Reduced
561	AL Airain Ltd St. Peter Port, Guernsey	$5.46M	+$1.37M	5	0.31%	Increased
562	TH Timber Hill Greenwich, Connecticut	$5.46M	+$5.65M	3	0.02%	New
563	LCM Lafitte Capital Management Austin, Texas	$5.4M	-$5.58M	1	3.74%	Reduced
564	CCM Cobalt Capital Management Short Hills, New Jersey	$5.37M	+$4.74M	1	0.5%	New
565	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.34M	-$67.4K	1	0.89%	Reduced
566	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$5.31M	+$96K	2	0.57%	Increased
567	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.22M	+$116K	4	0.1%	Increased
568	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.22M	+$147K	1	0.98%	Increased
569	PFU Parus Finance (UK) London, United Kingdom	$5.2M	-$4.69M	1	1.19%	Reduced
570	FTB First Trust Bank Nassau, Bahamas	$5.16M	$0	1	9.49%	Maintained
571	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.15M	-$561K	1	0.81%	Reduced
572	CC Colrain Capital Boston, Massachusetts	$5.15M	-$14.1K	1	0.45%	Reduced
573	B BP London, United Kingdom	$5.13M	$0	1	0.19%	Maintained
574	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.12M	-$76.2K	3	1.33%	Reduced
575	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$5.1M	-$80.1K	1	0.21%	Reduced