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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
351	CCMH Cornerstone Capital Management Holdings New York	$11.2M	+$1.36M	5	0.1%	Increased
352	Zacks Investment Management Chicago, Illinois	$11.2M	-$685K	2	0.39%	Reduced
353	City National Bank Beverly Hills, Delaware	$11.2M	-$45.1M	3	0.1%	Reduced
354	PFC Phocas Financial Corp Alameda, California	$11M	-$5.36M	2	0.93%	Reduced
355	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11M	-$231K	11	0.08%	Reduced
356	ORIO Old Republic International (ORI) Chicago, Illinois	$10.9M	+$5.43M	1	0.59%	Increased
357	RCM Riverhead Capital Management Wilmington, Delaware	$10.8M	+$715K	6	0.17%	Increased
358	BCM Bodri Capital Management San Francisco, California	$10.8M	-$13.3M	2	10.72%	Reduced
359	Capital International Inc Los Angeles, California	$10.7M	+$189K	1	0.97%	Increased
360	QIM Quantitative Investment Management Charlottesville, Virginia	$10.7M	+$10.9M	3	0.8%	Increased
361	Commonwealth Equity Services Waltham, Massachusetts	$10.6M	-$1.11M	3	0.11%	Reduced
362	PIA Piedmont Investment Advisors Durham, North Carolina	$10.5M	+$91.9K	2	0.24%	Increased
363	HA Halsey Associates New Haven, Connecticut	$10.5M	+$82.7K	2	2.47%	Increased
364	HHC Hutchin Hill Capital New York	$10.3M	+$741K	2	0.4%	Increased
365	MCM McRae Capital Management Morristown, New Jersey	$10.3M	+$826K	2	5.27%	Increased
366	Utah Retirement Systems Salt Lake City, Utah	$10.3M	+$54.2K	5	0.29%	Increased
367	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$10.3M	+$659K	2	1.5%	Increased
368	Employees Retirement System of Texas Austin, Texas	$10.3M	+$1.44M	4	0.15%	Increased
369	DVM Dreman Value Management West Palm Beach, Florida	$10.2M	-$1.22M	5	1.03%	Reduced
370	VWM Valley Wealth Managers Paramus, New Jersey	$10.2M	+$507K	1	1.86%	Increased
371	EIM Essex Investment Management Boston, Massachusetts	$10.1M	+$3.12M	4	1.66%	Increased
372	Meyer Handelman Company Rye Brook, New York	$10.1M	-$59K	2	0.51%	Reduced
373	SCM Stevens Capital Management Radnor, Pennsylvania	$9.9M	-$6.8M	6	0.45%	Reduced
374	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.86M	-$2.1M	2	1.2%	Reduced
375	GD Grandfield & Dodd New York	$9.79M	+$456K	1	1.64%	Increased