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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
751	MPA Marvin & Palmer Associates Wilmington, Delaware	$11.1M	+$2.19M	1	4.55%	Increased
752	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$11.1M	+$28K	1	0.45%	Increased
753	Busey Bank Urbana, Illinois	$10.9M	+$202K	4	0.51%	Increased
754	RNC Capital Management Los Angeles, California	$10.9M	+$266K	2	0.58%	Increased
755	SC Skylands Capital Milwaukee, Wisconsin	$10.9M	+$494K	1	1.29%	Increased
756	CTI Community Trust & Investment Versailles, Kentucky	$10.8M	-$60.8K	1	0.99%	Reduced
757	HSA Hussman Strategic Advisors Ellicott City, Maryland	$10.8M	+$7.08M	6	2.24%	Increased
758	CFG Cooper Financial Group Irvine, California	$10.8M	+$207K	2	2.2%	Increased
759	SCF Sante Capital Fund Austin, Texas	$10.8M	+$10.5M	1	4.44%	New
760	PCM Prelude Capital Management New York	$10.8M	+$4.93M	7	0.32%	Increased
761	AP Advisor Partners Walnut Creek, California	$10.7M	-$1.6M	6	0.71%	Reduced
762	DCM Divisar Capital Management San Francisco, California	$10.7M	$0	1	3.55%	Maintained
763	ACA Arena Capital Advisors Los Angeles, California	$10.7M	+$5.77M	2	0.89%	Increased
764	SAM Socorro Asset Management Dallas, Texas	$10.6M	+$2.71M	1	3.47%	Increased
765	GIM Goelzer Investment Management Carmel, Indiana	$10.6M	-$161K	1	0.88%	Reduced
766	PAIM Punch & Associates Investment Management Edina, Minnesota	$10.6M	+$138K	1	0.6%	Increased
767	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.5M	-$3.04M	1	0.82%	Reduced
768	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$10.5M	-$186K	1	1.9%	Reduced
769	Quantbot Technologies New York	$10.5M	+$199K	7	0.83%	Increased
770	UAM UAS Asset Management New York	$10.5M	+$139K	1	2.57%	Increased
771	SW SVB Wealth Boston, Massachusetts	$10.5M	+$440K	4	0.13%	Increased
772	Edmond de Rothschild Holding Chambesy, Switzerland	$10.5M	+$921K	6	0.24%	Increased
773	BCM Billings Capital Management Arlington, Virginia	$10.4M	-$11.5M	1	13.26%	Reduced
774	BOS Bingham Osborn & Scarborough San Francisco, California	$10.4M	+$223K	1	0.74%	Increased
775	AIM Aurora Investment Managers Naples, Florida	$10.4M	-$192K	1	10.36%	Reduced