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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
1201	CCS Concentric Capital Strategies Stamford, Connecticut	$25.4M	+$14M	11	1.41%	Increased
1202	DCM Davidson Capital Management Corpus Christi, Texas	$25.4M	+$245K	5	4.07%	Increased
1203	PAM Pegasus Asset Management Montebello, New York	$25.4M	+$271K	4	7.23%	Increased
1204	First National Trust Hermitage, Pennsylvania	$25.3M	+$574K	4	0.86%	Increased
1205	SJIC St. James Investment Company Southlake, Texas	$25.3M	+$12.9M	1	4.02%	Increased
1206	WBG Wharton Business Group Malvern, Pennsylvania	$25.3M	-$3.72M	2	0.85%	Reduced
1207	PCA Private Capital Advisors Darien, Connecticut	$25.2M	+$14.6M	1	2.21%	Increased
1208	CI Carroll Investors Mt Pleasant, South Carolina	$25.2M	-$19.9K	1	10.78%	Reduced
1209	WIC Water Island Capital New York	$25.2M	+$21.6M	1	2.35%	New
1210	JAFL Jay A. Fishman Ltd Troy, Michigan	$25.2M	-$1.46M	3	2%	Reduced
1211	MCM Makena Capital Management Menlo Park, California	$25.2M	-$7.18M	1	2.64%	Reduced
1212	ASG Ariston Services Group San Diego, California	$25.1M	+$23.8M	1	13.88%	New
1213	Fideuram - Intesa Sanpaolo Private Banking Turin,	$24.9M	+$1.93M	6	0.75%	Increased
1214	FNT First Nebraska Trust Lincoln, Nebraska	$24.9M	-$51K	5	2.02%	Reduced
1215	RWM Rockline Wealth Management Plainview, New York	$24.9M	+$1.98M	4	4.77%	Increased
1216	RFG Advisory Birmingham, Alabama	$24.9M	+$4.1M	8	0.39%	Increased
1217	Pzena Investment Management New York	$24.9M	-$14.1M	2	0.07%	Reduced
1218	TAM Telemark Asset Management Boston, Massachusetts	$24.9M	$0	1	1.8%	Maintained
1219	SCPM Sea Cliff Partners Management San Francisco, California	$24.9M	-$4.82M	1	11.03%	Reduced
1220	RIM Ranger Investment Management Dallas, Texas	$24.8M	+$18.5M	2	1.57%	Increased
1221	SEM Suncoast Equity Management Tampa, Florida	$24.7M	-$2.59M	2	3.09%	Reduced
1222	DP DDD Partners Bellevue, Washington	$24.5M	+$3.47M	5	1.53%	Increased
1223	FHA Flagship Harbor Advisors Boston, Massachusetts	$24.4M	+$1.61M	6	0.93%	Increased
1224	ROC Running Oak Capital Edina, Minnesota	$24.4M	-$15.2M	2	4.16%	Reduced
1225	SAM Synergy Asset Management Vancouver, Washington	$24.4M	+$3.25M	4	2.3%	Increased