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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
876	SVP Springbank Value Partners Hampton Bays, New York	$1.78M	+$740K	2	3.16%	Increased
877	OA Outfitter Advisors Mclean, Virginia	$1.78M	+$40.7K	2	0.68%	Increased
878	PFG Piershale Financial Group Barrington, Illinois	$1.78M	-$2.97M	3	1.45%	Reduced
879	ALPS Advisors Denver, Colorado	$1.77M	-$29.5K	3	0.02%	Reduced
880	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.76M	-$9.56M	7	0.01%	Reduced
881	GIP Granite Investment Partners El Segundo, California	$1.76M	-$7.17M	1	0.25%	Reduced
882	SEC Seven Eight Capital New York	$1.75M	+$1.07M	7	1.69%	Increased
883	WPC White Pine Capital Bloomington, Minnesota	$1.74M	+$191K	1	0.6%	Increased
884	Clifford Swan Investment Counsel Pasadena, California	$1.74M	$0	2	0.12%	Maintained
885	PCP Perimeter Capital Partners Atlanta, Georgia	$1.73M	+$342K	1	0.88%	Increased
886	HPCM High Pointe Capital Management Chicago, Illinois	$1.73M	+$269K	2	0.63%	Increased
887	RIM Regent Investment Management Louisville, Kentucky	$1.73M	+$3.71K	1	0.85%	Increased
888	ACM Ativo Capital Management Chicago, Illinois	$1.71M	+$1.64M	1	0.74%	New
889	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.71M	+$43.8K	1	3.13%	Increased
890	Moore Capital Management New York	$1.71M	+$225K	2	0.04%	Increased
891	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.71M	-$63K	1	0.34%	Reduced
892	FVCM F&V Capital Management Boca Raton, Florida	$1.69M	+$15.4K	1	1.25%	Increased
893	OIA Optimum Investment Advisors Chicago, Illinois	$1.68M	+$111K	3	0.54%	Increased
894	BAM Burnham Asset Management New York	$1.67M	-$1.85M	2	0.37%	Reduced
895	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.67M	+$13.8K	2	0.47%	Increased
896	SWK Stephen W. Kidder	$1.65M	-$25.4K	1	1.1%	Reduced
897	Smithfield Trust Pittsburgh, Pennsylvania	$1.65M	-$503K	3	0.32%	Reduced
898	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$1.64M	+$50.8K	1	0.92%	Increased
899	CC Cannell & Co New York	$1.64M	-$346K	2	0.05%	Reduced
900	UR USCA RIA Houston, Texas	$1.64M	-$21.7K	1	0.55%	Reduced