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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
1076	AP Advisor Partners Walnut Creek, California	$684K	+$259K	2	0.39%	Increased
1077	DP Dearborn Partners Chicago, Illinois	$682K	-$49.4K	1	0.08%	Reduced
1078	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$682K	+$65K	2	0.2%	Increased
1079	Bridgeway Capital Management Houston, Texas	$680K	-$982K	1	0.02%	Reduced
1080	YP Yellowstone Partners Idaho Falls, Idaho	$678K	+$633K	1	0.44%	New
1081	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$673K	+$630K	1	0.54%	New
1082	RTIM Round Table Investment Management Charlotte, North Carolina	$672K	+$626K	1	0.07%	New
1083	GCIA Gabelli & Co Investment Advisers Rye, New York	$670K	$0	1	0.24%	Maintained
1084	EFS Essex Financial Services Essex, Connecticut	$669K	-$9.04K	1	0.23%	Reduced
1085	CCM Credo Capital Management Baltimore, Maryland	$658K	-$853K	4	2.83%	Reduced
1086	Busey Bank Urbana, Illinois	$654K	-$8.47K	1	0.1%	Reduced
1087	Thompson Siegel & Walmsley Richmond, Virginia	$652K	$0	2	0.02%	Maintained
1088	DAM Deltec Asset Management New York	$651K	$0	1	0.16%	Maintained
1089	FM Foster & Motley Cincinnati, Ohio	$644K	-$43.8K	1	0.16%	Reduced
1090	PAM Private Asset Management San Diego, California	$642K	+$654K	1	0.11%	New
1091	ZCM Zebra Capital Management Stamford, Connecticut	$636K	-$154K	2	0.33%	Reduced
1092	Brighton Jones LLC Seattle, Washington	$628K	+$60.6K	2	0.14%	Increased
1093	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$628K	-$71.1K	1	0.12%	Reduced
1094	PPCM Pillar Pacific Capital Management Pacifica, California	$624K	+$3.82K	2	0.12%	Increased
1095	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$623K	+$601K	1	0.42%	New
1096	PIP Palisades Investment Partners Santa Monica, California	$620K	+$115K	1	0.69%	Increased
1097	IIC Ironwood Investment Counsel Scottsdale, Arizona	$609K	-$21.3K	1	0.35%	Reduced
1098	BC Banced Corp Edwardsville, Illinois	$607K	+$570K	1	0.61%	New
1099	WEC Winslow Evans & Crocker Boston, Massachusetts	$607K	+$558K	4	0.21%	New
1100	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$603K	+$225K	2	0.14%	Increased