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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	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$7.82M	+$105K	1	2.37%	Increased
452	Advisors Asset Management Monument, Colorado	$7.7M	-$1.11M	9	0.13%	Reduced
453	NRS Neville Rodie & Shaw New York	$7.68M	+$1.78M	3	0.9%	Increased
454	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.67M	-$3.53M	5	0.17%	Reduced
455	AC AFAM Capital Austin, Texas	$7.59M	-$162K	1	1.21%	Reduced
456	IAM Impax Asset Management Portsmouth, New Hampshire	$7.53M	+$6.72M	1	0.43%	Increased
457	Shelton Capital Management Denver, Colorado	$7.53M	+$944K	8	0.63%	Increased
458	Brown Advisory Baltimore, Maryland	$7.52M	+$574K	6	0.03%	Increased
459	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$7.46M	+$141K	1	2.6%	Increased
460	KI Kalmar Investments Greenville, Delaware	$7.43M	-$647K	1	0.34%	Reduced
461	HR Howe & Rusling Rochester, New York	$7.42M	+$1.03M	5	1.6%	Increased
462	Westwood Holdings Group Dallas, Texas	$7.41M	-$174K	1	0.06%	Reduced
463	Los Angeles Capital Management Los Angeles, California	$7.36M	-$51.7K	1	0.06%	Reduced
464	Intact Investment Management Montreal, Quebec, Canada	$7.34M	$0	2	0.28%	Maintained
465	Xact Kapitalforvaltning Stockholm, Sweden	$7.34M	+$7.44M	2	0.26%	New
466	TAM Taurus Asset Management New York	$7.31M	-$143K	1	1.32%	Reduced
467	SPC Stewart & Patten Company Lafayette, California	$7.3M	+$45.4K	1	1.43%	Increased
468	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.24M	-$348K	5	0.5%	Reduced
469	GS Gagnon Securities New York	$7.18M	-$357K	1	3.06%	Reduced
470	Walleye Trading New York	$7.17M	+$3.97M	9	0.05%	Increased
471	MC Moors & Cabot Boston, Massachusetts	$7.11M	+$74.1K	4	1.19%	Increased
472	WP WealthPLAN Partners Omaha, Nebraska	$7.03M	-$6.79M	5	2.29%	Reduced
473	OIM Oceanic Investment Management Douglas, Isle Of Man	$7.01M	-$11M	1	3.36%	Reduced
474	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$6.93M	+$1.01M	3	1.48%	Increased
475	AA Apriem Advisors Irvine, California	$6.86M	-$47.7K	3	2.05%	Reduced