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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
601	TIP Torray Investment Partners Bethesda, Maryland	$15M	-$4.8M	1	2.47%	Reduced
602	V ValueWorks New York	$15M	-$233K	1	9.57%	Reduced
603	CL CPWM LLC Seattle, Washington	$15M	-$1.15M	1	1.36%	Reduced
604	KTA Keeley-Teton Advisors Chicago, Illinois	$15M	-$2.83M	4	2%	Reduced
605	Assenagon Asset Management Senningerberg, Luxembourg	$14.9M	-$7.6M	8	0.06%	Reduced
606	EGI EAM Global Investors Solana Beach, California	$14.8M	+$5.54M	5	4.02%	Increased
607	VWA Visionary Wealth Advisors O'fallon, Illinois	$14.8M	-$19.7K	3	1.66%	Reduced
608	CTC Chai Trust Company Chicago, Illinois	$14.8M	-$5.14M	1	1.6%	Reduced
609	NewEdge Advisors New Orleans, Louisiana	$14.7M	+$2M	2	0.48%	Increased
610	OFCM One Fin Capital Management San Francisco, California	$14.6M	-$10M	1	6.79%	Reduced
611	JCM Jag Capital Management St Louis, Missouri	$14.5M	+$13M	2	1.31%	New
612	CRB Chad R. Baker	$14.5M	$0	1	3.54%	Maintained
613	CSC Cove Street Capital El Segundo, California	$14.5M	-$1.34M	1	2.57%	Reduced
614	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$14.5M	+$4.35M	1	2.47%	Increased
615	WAM World Asset Management Detroit, Michigan	$14.5M	+$1.55M	6	1.38%	Increased
616	Independent Financial Group San Diego, California	$14.4M	+$1.34M	1	2.13%	Increased
617	MFAM Motley Fool Asset Management Alexandria, Virginia	$14.4M	-$436K	1	1.08%	Reduced
618	PDM Penn Davis McFarland Dallas, Texas	$14.3M	-$191K	1	3.08%	Reduced
619	SSP Sixth Street Partners Dallas, Texas	$14.3M	$0	1	1.84%	Maintained
620	FAIM Financial Advocates Investment Management Olympia, Washington	$14.2M	+$2.36M	4	0.97%	Increased
621	VA Verdad Advisers Boston, Massachusetts	$14.2M	+$11.9M	1	5.36%	New
622	Baker Avenue Asset Management San Francisco, California	$14.2M	-$369K	2	0.97%	Reduced
623	BDS Banco de Sabadell Miami, Florida	$14.2M	-$8.04M	5	1.5%	Reduced
624	HAM Hillcrest Asset Management Plano, Texas	$14.2M	-$30.4K	1	1.93%	Reduced
625	PJB Paul John Balson Marina Del Rey, California	$14.2M	-$781K	1	2.92%	Reduced