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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
426	LPL Financial San Diego, California	$10.3M	+$800K	7	0.07%	Increased
427	BOK Financial Tulsa, Oklahoma	$10.3M	+$2.75M	3	0.37%	Increased
428	MPM Meritage Portfolio Management Overland Park, Kansas	$10.3M	+$4.39M	2	1.33%	Increased
429	ExxonMobil Investment Management Irving, Texas	$10.2M	-$431K	2	0.26%	Reduced
430	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.1M	+$115K	1	1.88%	Increased
431	Welch & Forbes Boston, Massachusetts	$10.1M	-$104K	1	0.34%	Reduced
432	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$9.99M	+$1.14M	4	0.82%	Increased
433	OAM Origin Asset Management London, United Kingdom	$9.93M	-$391K	1	0.74%	Reduced
434	SCM Shah Capital Management Raleigh, North Carolina	$9.86M	-$443K	1	7.47%	Reduced
435	MCM Marathon Capital Management Hunt Valley, Maryland	$9.84M	-$874K	2	8.45%	Reduced
436	BNP Paribas Asset Management Paris, France	$9.83M	-$1.02M	3	0.07%	Reduced
437	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.78M	+$523K	5	0.16%	Increased
438	KCA KKR Credit Advisors San Francisco, California	$9.78M	+$9.54M	1	1.23%	New
439	Virtu KCG Holdings New York	$9.68M	+$9.2M	9	0.12%	New
440	RCYC Richard C. Young & Co Newport, Rhode Island	$9.57M	+$71K	1	2.17%	Increased
441	QIM Quest Investment Management Lake Oswego, Oregon	$9.52M	+$8.28M	4	0.82%	Increased
442	LNB Ledyard National Bank	$9.51M	+$153K	2	1.68%	Increased
443	Cullen Capital Management New York	$9.49M	+$42.8K	1	0.27%	Increased
444	Zurich Cantonal Bank Zurich, Switzerland	$9.43M	+$4.94M	6	0.33%	Increased
445	RA Rational Advisors Huntington, New York	$9.41M	-$4.77M	5	0.72%	Reduced
446	TCM Tygh Capital Management Portland, Oregon	$9.4M	-$68.9K	3	2.1%	Reduced
447	DILH Dai-ichi Life Holdings Tokyo, Japan	$9.32M	-$1.72M	3	0.33%	Reduced
448	AFG Albion Financial Group Salt Lake City, Utah	$9.31M	-$115K	3	1.99%	Reduced
449	BLM Bennett Lawrence Management New York	$9.23M	-$6.92M	1	1.5%	Reduced
450	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$9.23M	$0	1	4.68%	Maintained