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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
451	SL SIB LLC New York, New York	$8.73M	$0	1	6.32%	Maintained
452	SPC Silver Point Capital Greenwich, Connecticut	$8.72M	-$3.54M	1	0.95%	Reduced
453	LNB Ledyard National Bank	$8.67M	+$214K	4	1.52%	Increased
454	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.47M	+$533K	2	1.68%	Increased
455	AC AFAM Capital Austin, Texas	$8.45M	+$104K	1	1.12%	Increased
456	ExxonMobil Investment Management Irving, Texas	$8.35M	-$849K	2	0.2%	Reduced
457	SC Skylands Capital Milwaukee, Wisconsin	$8.32M	-$1.4M	2	0.89%	Reduced
458	VHMC Value Holdings Management Company Hampton Bays, New York	$8.27M	-$486K	2	5.64%	Reduced
459	ORIO Old Republic International (ORI) Chicago, Illinois	$8.23M	$0	1	0.47%	Maintained
460	Creative Planning Overland Park, Kansas	$8.19M	-$177K	5	0.07%	Reduced
461	Aberdeen Asset Management Aberdeen, United Kingdom	$8.15M	-$292K	2	0.02%	Reduced
462	OAM Origin Asset Management London, United Kingdom	$8.01M	-$999K	1	0.58%	Reduced
463	EIM Essex Investment Management Boston, Massachusetts	$8.01M	+$3.81M	3	1.21%	Increased
464	CL Croft-Leominster Baltimore, Maryland	$7.95M	-$1.55K	2	1.53%	Reduced
465	KCM Kensico Capital Management Greenwich, Connecticut	$7.93M	+$8.34M	1	0.16%	New
466	ZWJ Investment Counsel Atlanta, Georgia	$7.87M	+$792K	1	0.82%	Increased
467	EWM Endurance Wealth Management Providence, Rhode Island	$7.85M	+$223K	4	1.32%	Increased
468	CIBC Private Wealth Group Atlanta, Georgia	$7.82M	-$25K	3	0.06%	Reduced
469	SAM Shell Asset Management The Hague, Netherlands	$7.76M	-$347K	6	0.16%	Reduced
470	BCMNY Buckingham Capital Management (New York) New York	$7.73M	-$20.4K	1	0.64%	Reduced
471	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.72M	-$381K	3	0.24%	Reduced
472	SIC Schwartz Investment Counsel Plymouth, Michigan	$7.69M	+$6.44M	1	0.52%	Increased
473	HAM Hillcrest Asset Management Plano, Texas	$7.68M	-$4.13M	1	2.32%	Reduced
474	Moore Capital Management New York	$7.67M	-$2.84M	1	0.17%	Reduced
475	Wilmington Savings Fund Society Wilmington, Delaware	$7.67M	-$5.7K	1	0.45%	Reduced