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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
726	PCOC Power Corp of Canada Montreal, Quebec, Canada	$14.6M	+$10.6M	2	1.5%	Increased
727	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$14.6M	+$191K	2	2.18%	Increased
728	PDM Penn Davis McFarland Dallas, Texas	$14.5M	-$6.13K	1	2.66%	Reduced
729	PGA Portland Global Advisors Portland, Maine	$14.5M	+$217K	3	2.48%	Increased
730	Beck Mack & Oliver New York	$14.5M	-$224K	2	0.42%	Reduced
731	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$14.4M	$0	1	0.18%	Maintained
732	V ValueWorks New York	$14.4M	-$660K	1	5.46%	Reduced
733	MFAM Motley Fool Asset Management Alexandria, Virginia	$14.3M	+$34.7K	1	1.59%	Increased
734	Bailard Foster City, California	$14.3M	-$95.9K	6	0.51%	Reduced
735	QPBE Quintet Private Bank (Europe) Luxembourg	$14.3M	+$12.3M	1	0.85%	New
736	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$14.2M	+$6.88M	4	0.72%	Increased
737	CI Carroll Investors Mt Pleasant, South Carolina	$14.2M	+$898K	1	11.59%	Increased
738	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$14.2M	+$143K	2	1.76%	Increased
739	DWA Dorsey Wright & Associates Pasadena, California	$14.1M	-$409K	8	4.27%	Reduced
740	Cantor Fitzgerald New York	$14M	-$5.63M	3	0.3%	Reduced
741	Wedge Capital Management Charlotte, North Carolina	$14M	-$1.04M	3	0.24%	Reduced
742	SC Slow Capital Greenbrae, California	$14M	+$1.29M	2	2.62%	Increased
743	Barings Charlotte, North Carolina	$13.9M	+$10.1M	4	0.48%	Increased
744	Livforsakringsbolaget Skandia Stockholm, Sweden	$13.9M	+$959K	4	1.46%	Increased
745	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.9M	-$2.03M	2	0.62%	Reduced
746	LHC Lodge Hill Capital New York	$13.9M	-$11.2M	1	5.28%	Reduced
747	DRW Securities Chicago, Illinois	$13.9M	+$9.4M	1	0.23%	Increased
748	FFM Fullerton Fund Management Singapore	$13.9M	+$7.5M	2	1.06%	Increased
749	SignatureFD Atlanta, Georgia	$13.8M	+$1.25M	19	0.38%	Increased
750	Parallel Advisors San Francisco, California	$13.8M	+$834K	20	0.47%	Increased