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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	KMC Kirr Marbach & Co Columbus, Indiana	$19.7M	+$79.9K	2	4.74%	Increased
727	Sit Investment Associates Minneapolis, Minnesota	$19.6M	-$1.33M	5	0.45%	Reduced
728	GC Globeflex Capital San Diego, California	$19.4M	-$2.98M	5	1.89%	Reduced
729	Wedbush Securities Los Angeles, California	$19.3M	+$1.12M	5	0.72%	Increased
730	Stephens Investment Management Group Houston, Texas	$19.3M	-$21.1K	1	0.26%	Reduced
731	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$19.2M	-$2.14M	3	0.78%	Reduced
732	KCM Kingdon Capital Management New York	$19.2M	-$435K	2	2.09%	Reduced
733	HVCM Hel Ved Capital Management Central, Hong Kong	$19.2M	+$17.2M	4	4.74%	New
734	USAA United Services Automobile Association San Antonio, Texas	$19.1M	$0	3	0.47%	Maintained
735	TCM Tributary Capital Management Omaha, Nebraska	$19.1M	+$1.45M	4	1.56%	Increased
736	Kayne Anderson Rudnick Investment Management Los Angeles, California	$18.9M	+$1.01M	5	0.04%	Increased
737	WM WS Management Jacksonville, Florida	$18.8M	-$8.46M	1	1.19%	Reduced
738	Castleark Management Chicago, Illinois	$18.8M	+$6.36M	4	0.78%	Increased
739	Dynamic Advisor Solutions Phoenix, Arizona	$18.8M	+$42.8K	4	0.64%	Increased
740	Pzena Investment Management New York	$18.8M	$0	1	0.06%	Maintained
741	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$18.8M	+$994K	1	1.08%	Increased
742	GTS Securities Miami, Florida	$18.6M	-$6.4M	6	0.03%	Reduced
743	Harvest Fund Management Beijing, China	$18.6M	+$10.6M	5	1.67%	Increased
744	Clearstead Advisors Cleveland, Ohio	$18.5M	+$257K	16	0.92%	Increased
745	BCP Bayberry Capital Partners New York	$18.5M	+$17.8M	1	3.45%	New
746	SPC Stewart & Patten Company Lafayette, California	$18.5M	-$243K	1	2.76%	Reduced
747	SCM Sandler Capital Management New York	$18.4M	-$2.22M	2	1.34%	Reduced
748	Achmea Investment Management Zeist, Netherlands	$18.2M	-$1.13M	2	0.35%	Reduced
749	SAM Sycomore Asset Management Paris, France	$18.2M	+$1.71M	3	3.97%	Increased
750	SCM SG Capital Management Chicago, Illinois	$18.1M	-$16.8M	2	5.94%	Reduced