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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
476	AL Airain Ltd St. Peter Port, Guernsey	$8.6M	-$2.19M	4	0.7%	Reduced
477	LNB Ledyard National Bank	$8.57M	-$190K	5	1.58%	Reduced
478	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.5M	+$862K	2	1.77%	Increased
479	AC AFAM Capital Austin, Texas	$8.46M	-$6.13K	1	1.08%	Reduced
480	Nomura Holdings Tokyo, Japan	$8.45M	-$7.98M	6	0.02%	Reduced
481	Creative Planning Overland Park, Kansas	$8.44M	+$223K	15	0.09%	Increased
482	PTB Pioneer Trust Bank Salem, Oregon	$8.36M	-$644K	1	5.49%	Reduced
483	Williams Jones & Associates New York	$8.33M	+$6M	1	0.34%	Increased
484	MCM McRae Capital Management Morristown, New Jersey	$8.29M	+$49.4K	1	3.83%	Increased
485	ORIO Old Republic International (ORI) Chicago, Illinois	$8.29M	$0	1	0.47%	Maintained
486	CCM Crestwood Capital Management New York	$8.24M	+$3.51M	1	1.09%	Increased
487	Spot Trading Chicago, Illinois	$8.17M	-$3.26M	7	0.05%	Reduced
488	Numeric Investors Boston, Massachusetts	$8.16M	-$2.14M	3	0.11%	Reduced
489	MC Martin Currie Edinburgh, United Kingdom	$8.11M	+$1.63M	1	0.7%	Increased
490	NCM Newland Capital Management New York	$8.09M	+$7.85M	1	4.53%	New
491	OAM Origin Asset Management London, United Kingdom	$8.08M	-$215K	1	0.61%	Reduced
492	Perpetual Ltd Sydney, New South Wales, Australia	$8.08M	-$1.43M	1	0.95%	Reduced
493	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$8.08M	+$3.96M	1	0.47%	Increased
494	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8M	+$2.5M	3	1.62%	Increased
495	Mitsubishi UFJ Asset Management Tokyo, Japan	$8M	-$1.13M	3	0.25%	Reduced
496	HFS Haverford Financial Services Radnor, Pennsylvania	$7.95M	+$547K	1	3.25%	Increased
497	EIM Essex Investment Management Boston, Massachusetts	$7.94M	-$378K	3	1.16%	Reduced
498	WAM World Asset Management Detroit, Michigan	$7.94M	-$1.51M	5	0.27%	Reduced
499	CIBC Private Wealth Group Atlanta, Georgia	$7.85M	+$4.16M	2	0.06%	Increased
500	GE General Electric Evendale, Ohio	$7.83M	-$208M	1	0.02%	Reduced