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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
626	TCM Twin Capital Management Mcmurray, Pennsylvania	$13.8M	-$1.27M	2	1.38%	Reduced
627	LCG Lisanti Capital Growth New York	$13.8M	+$12.6M	2	1.77%	New
628	CRB Chad R. Baker	$13.8M	$0	1	3.3%	Maintained
629	Thompson Siegel & Walmsley Richmond, Virginia	$13.7M	+$360K	6	0.2%	Increased
630	CSC Cove Street Capital El Segundo, California	$13.7M	-$4.03M	1	1.97%	Reduced
631	PCM Penn Capital Management Philadelphia, Pennsylvania	$13.7M	+$3.18M	2	1.43%	Increased
632	Atalanta Sosnoff Capital New York	$13.7M	+$15.4M	1	0.34%	New
633	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$13.7M	+$385K	3	1%	Increased
634	DIA Davidson Investment Advisors Great Falls, Montana	$13.6M	+$201K	1	1.16%	Increased
635	Cetera Advisors Denver, Colorado	$13.6M	-$3.02M	2	0.37%	Reduced
636	Stephens Inc Little Rock, Arkansas	$13.5M	-$1.3M	3	0.22%	Reduced
637	OCM Olstein Capital Management Purchase, New York	$13.5M	-$3.05M	1	1.89%	Reduced
638	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$13.5M	+$291K	1	0.61%	Increased
639	CCM Cinctive Capital Management New York	$13.4M	+$1.41M	3	0.82%	Increased
640	Oppenheimer Asset Management New York	$13.3M	-$4.99M	8	0.21%	Reduced
641	Sumitomo Life Insurance Tokyo, Japan	$13.3M	+$973K	2	0.54%	Increased
642	EWM Endurance Wealth Management Providence, Rhode Island	$13.3M	-$160K	6	1.57%	Reduced
643	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$13.3M	-$1.87M	2	0.44%	Reduced
644	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.3M	+$503K	2	1.29%	Increased
645	Trexquant Investment Stamford, Connecticut	$13.3M	+$11.4M	6	1.22%	Increased
646	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$13.2M	+$5.2M	3	1.04%	Increased
647	Polar Asset Management Partners Toronto, Ontario, Canada	$13.2M	+$13.1M	5	0.13%	Increased
648	KOC Koss-Olinger Consulting Gainesville, Florida	$13.2M	+$14.8M	3	2.25%	New
649	Rafferty Asset Management New York	$13.2M	+$7.27M	4	0.09%	Increased
650	TU TDAM USA Toronto, Ontario, Canada	$13.1M	-$903K	2	0.79%	Reduced