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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	BB&T Securities Richmond, Virginia	$7.17M	-$17.7K	2	0.11%	Reduced
452	AC AFAM Capital Austin, Texas	$7.05M	+$22K	1	1.17%	Increased
453	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$7.01M	+$1.02M	1	2.26%	Increased
454	KI Kalmar Investments Greenville, Delaware	$6.96M	+$1.5M	1	0.31%	Increased
455	PTB Pioneer Trust Bank Salem, Oregon	$6.96M	-$142K	1	4.23%	Reduced
456	Conning Inc Hartford, Connecticut	$6.91M	+$3.67M	2	0.29%	Increased
457	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.91M	-$360K	3	0.5%	Reduced
458	WAM World Asset Management Detroit, Michigan	$6.89M	+$366K	5	0.26%	Increased
459	FBP Flippin Bruce & Porter Lynchburg, Virginia	$6.88M	+$289K	1	2.04%	Increased
460	TCM Tygh Capital Management Portland, Oregon	$6.87M	+$3.12M	1	1.93%	Increased
461	Mutual of America Capital Management New York	$6.86M	+$419K	4	0.15%	Increased
462	CAIMH Central Asset Investments & Management Holdings Hong Kong	$6.85M	-$11.2M	1	6.78%	Reduced
463	Meag Munich Ergo Munich, Germany	$6.82M	+$221K	2	0.62%	Increased
464	Los Angeles Capital Management Los Angeles, California	$6.74M	+$5.8M	1	0.06%	Increased
465	Shelton Capital Management Denver, Colorado	$6.73M	+$590K	8	0.59%	Increased
466	SL SIB LLC New York, New York	$6.72M	$0	1	5.75%	Maintained
467	JIP Jaffetilchin Investment Partners Tampa, Florida	$6.65M	+$34.4K	2	2.02%	Increased
468	Intact Investment Management Montreal, Quebec, Canada	$6.62M	$0	2	0.27%	Maintained
469	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$6.56M	$0	1	3.2%	Maintained
470	Fifth Third Bancorp Cincinnati, Ohio	$6.5M	+$216K	8	0.06%	Increased
471	Folketrygdfondet Oslo Norway, Norway	$6.47M	-$12M	1	0.18%	Reduced
472	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.44M	+$373K	1	2.31%	Increased
473	PP Paloma Partners Greenwich, Connecticut	$6.44M	-$3.23M	9	0.07%	Reduced
474	WesBanco Bank Wheeling, West Virginia	$6.41M	-$5.4M	2	0.38%	Reduced
475	MIM Manitou Investment Management Toronto, Ontario, Canada	$6.41M	-$3.17M	1	2.03%	Reduced