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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	HFS Haverford Financial Services Radnor, Pennsylvania	$7.71M	-$215K	1	3.13%	Reduced
477	EWM Endurance Wealth Management Providence, Rhode Island	$7.61M	+$3.01M	2	1.33%	Increased
478	SAM Shell Asset Management The Hague, Netherlands	$7.6M	+$1.07M	5	0.13%	Increased
479	Spot Trading Chicago, Illinois	$7.58M	-$790K	5	0.08%	Reduced
480	AG Artal Group Luxembourg	$7.55M	+$8.1M	1	0.35%	New
481	DSI Daiwa SB Investments Tokyo, Japan	$7.49M	+$7.27M	1	1.34%	Increased
482	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.42M	+$612K	3	1.43%	Increased
483	PFU Parus Finance (UK) London, United Kingdom	$7.38M	-$7.6M	1	1.59%	Reduced
484	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.35M	+$161K	4	0.17%	Increased
485	ZWJ Investment Counsel Atlanta, Georgia	$7.34M	+$3.62M	1	0.77%	Increased
486	Trexquant Investment Stamford, Connecticut	$7.31M	+$5.04M	6	0.75%	Increased
487	CIBC World Market Toronto, Ontario, Canada	$7.3M	-$160K	3	0.03%	Reduced
488	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.23M	+$62.1K	2	1.14%	Increased
489	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.22M	-$439K	3	0.21%	Reduced
490	WP WealthPLAN Partners Omaha, Nebraska	$7.18M	+$7.17M	4	3.34%	New
491	Driehaus Capital Management Chicago, Illinois	$7.15M	+$6.04M	2	0.25%	New
492	Creative Planning Overland Park, Kansas	$7.12M	-$628K	13	0.07%	Reduced
493	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.11M	+$124K	4	1.03%	Increased
494	AssetMark Inc Concord, California	$7.08M	+$2.37M	5	0.15%	Increased
495	Bridges Investment Management Omaha, Nebraska	$7.04M	+$27.5K	2	1.23%	Increased
496	NCM Novare Capital Management Charlotte, North Carolina	$6.99M	+$146K	1	1.73%	Increased
497	FGA Flood Gamble Associates New York	$6.96M	+$54.2K	1	2.97%	Increased
498	GMCM Gruber & McBaine Capital Management San Francisco, California	$6.92M	-$2M	4	1.85%	Reduced
499	Nomura Holdings Tokyo, Japan	$6.92M	-$1.11M	6	0.02%	Reduced
500	VCM Vigilant Capital Management Portland, Maine	$6.92M	+$450K	3	1.3%	Increased