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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	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$7.06M	-$813K	1	0.47%	Reduced
552	RMC Regis Management Company Menlo Park, California	$7M	$0	1	1.09%	Maintained
553	CI Cowen Inc New York	$6.97M	+$5.57M	1	0.75%	Increased
554	Busey Bank Urbana, Illinois	$6.97M	-$46.3K	2	0.63%	Reduced
555	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.94M	-$581K	12	0.06%	Reduced
556	ARTA A.R.T. Advisors New York	$6.92M	-$2.19M	9	0.41%	Reduced
557	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$6.89M	-$71.1M	1	0.06%	Reduced
558	ECG Edge Capital Group Atlanta, Georgia	$6.83M	+$114K	1	0.67%	Increased
559	UR USCA RIA Houston, Texas	$6.74M	+$3.41M	1	0.73%	Increased
560	Bank of Nova Scotia Toronto, Ontario, Canada	$6.68M	-$1.7M	3	0.03%	Reduced
561	GC GMT Capital Atlanta, Georgia	$6.67M	+$7.06M	1	0.22%	New
562	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.65M	-$90.6K	1	1.76%	Reduced
563	VDBMI Van Den Berg Management I Austin, Texas	$6.63M	-$37K	1	0.91%	Reduced
564	EWM Endurance Wealth Management Providence, Rhode Island	$6.61M	+$120K	4	1.08%	Increased
565	CM Capital Management Glen Allen, Virginia	$6.56M	+$2.85M	1	1.8%	Increased
566	PP Paloma Partners Greenwich, Connecticut	$6.54M	+$3.14M	11	0.16%	Increased
567	BCP Blue Chip Partners Farmington Hills, Michigan	$6.51M	+$1.21M	1	1.54%	Increased
568	Curi RMB Capital Chicago, Illinois	$6.51M	-$850K	4	0.16%	Reduced
569	WesBanco Bank Wheeling, West Virginia	$6.5M	-$212K	2	0.32%	Reduced
570	BCM Bourgeon Capital Management Darien, Connecticut	$6.47M	+$1.77M	1	3.8%	Increased
571	BP Bandera Partners New York	$6.47M	$0	1	4.01%	Maintained
572	Carmignac Gestion Paris, France	$6.43M	$0	1	0.07%	Maintained
573	SAM Securian Asset Management St Paul, Minnesota	$6.42M	-$75.4K	7	0.15%	Reduced
574	WRBC W.R. Berkley Corp Greenwich, Connecticut	$6.42M	$0	1	1.36%	Maintained
575	WIM Wilen Investment Management Bonita Springs, Florida	$6.39M	-$72K	2	4.86%	Reduced