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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
301	MPAM Monarch Partners Asset Management Boston, Massachusetts	$21.3M	-$3.08M	2	1.97%	Reduced
302	CIM Corbyn Investment Management Lutherville, Maryland	$21.1M	-$176K	3	7.2%	Reduced
303	WP WMS Partners Towson, Maryland	$21M	-$1.28M	3	2.5%	Reduced
304	BB&T Securities Richmond, Virginia	$21M	+$87.4K	4	0.24%	Increased
305	QI QV Investors Calgary, Alberta, Canada	$20.9M	+$194K	1	0.46%	Increased
306	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.7M	+$23.6K	2	1.06%	Increased
307	United Capital Financial Advisors Irving, Texas	$20.7M	+$144K	5	0.16%	Increased
308	Element Capital Management New York	$20.5M	+$21M	5	0.48%	New
309	CIBC Private Wealth Group Atlanta, Georgia	$20.2M	-$400K	9	0.09%	Reduced
310	Cullen/Frost Bankers San Antonio, Texas	$20.2M	+$1.74M	2	0.59%	Increased
311	TPSF Texas Permanent School Fund Austin, Texas	$20.1M	-$844K	7	0.27%	Reduced
312	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.8M	+$3.46M	2	2.64%	Increased
313	William Blair Investment Management Chicago, Illinois	$19.7M	-$5.57M	2	0.08%	Reduced
314	SCM Stevens Capital Management Radnor, Pennsylvania	$19.6M	-$1.06M	7	0.74%	Reduced
315	BA Boston Advisors Boston, Massachusetts	$19.6M	+$82.8K	2	0.5%	Increased
316	PHS PFM Health Sciences San Francisco, California	$19.3M	-$3.35M	1	0.39%	Reduced
317	Suntrust Banks Atlanta, Georgia	$19.2M	+$2.6M	5	0.11%	Increased
318	PIA Piedmont Investment Advisors Durham, North Carolina	$19.1M	-$4.89M	4	0.51%	Reduced
319	RI Redwood Investments Boston, Massachusetts	$19M	-$5.63M	1	1.36%	Reduced
320	Creative Planning Overland Park, Kansas	$18.8M	+$340K	4	0.08%	Increased
321	OCM Olstein Capital Management Purchase, New York	$18.8M	$0	2	2.39%	Maintained
322	CIBC World Market Toronto, Ontario, Canada	$18.7M	+$8.84M	6	0.08%	Increased
323	RHJA Rice Hall James & Associates San Diego, California	$18.6M	+$8.16M	3	0.73%	Increased
324	Squarepoint New York	$18.6M	-$14.9M	6	0.3%	Reduced
325	Advisors Asset Management Monument, Colorado	$18.5M	+$731K	9	0.31%	Increased