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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	CI Cowen Inc New York	$5.83M	+$1.92M	2	0.35%	Increased
477	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.81M	-$264K	4	0.9%	Reduced
478	RPA Rock Point Advisors Burlington, Vermont	$5.79M	+$304K	2	3.17%	Increased
479	BIA Barry Investment Advisors New Bedford, Massachusetts	$5.77M	+$25.6K	1	1.85%	Increased
480	JIP Jaffetilchin Investment Partners Tampa, Florida	$5.76M	-$83.1K	1	2.14%	Reduced
481	PTB Pioneer Trust Bank Salem, Oregon	$5.75M	-$84K	1	3.96%	Reduced
482	Cullen Capital Management New York	$5.74M	+$1.2M	2	0.2%	Increased
483	OA OFI Advisors Philadelphia, Pennsylvania	$5.71M	-$4.48M	8	0.37%	Reduced
484	WAM World Asset Management Detroit, Michigan	$5.7M	+$188K	4	0.23%	Increased
485	MPM Meritage Portfolio Management Overland Park, Kansas	$5.7M	+$2.32M	1	0.66%	Increased
486	DIA Denver Investment Advisors Denver, Colorado	$5.7M	+$190K	1	0.25%	Increased
487	VCM Vigilant Capital Management Portland, Maine	$5.69M	+$520K	3	1.14%	Increased
488	Andra AP-fonden Goteborg, Sweden	$5.64M	+$2.3M	2	0.17%	Increased
489	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.63M	+$135K	2	0.98%	Increased
490	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.6M	+$2.11M	1	0.06%	Increased
491	Truist Financial Charlotte, North Carolina	$5.41M	+$2.52M	2	0.14%	Increased
492	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.39M	+$658K	1	2.39%	Increased
493	AA Apriem Advisors Irvine, California	$5.37M	+$52.9K	3	1.99%	Increased
494	CCM Cadence Capital Management Boston, Massachusetts	$5.36M	+$1.08M	1	0.38%	Increased
495	SPC Stewart & Patten Company Lafayette, California	$5.33M	+$193K	1	1.19%	Increased
496	DIA Davidson Investment Advisors Great Falls, Montana	$5.31M	+$1.25M	1	0.96%	Increased
497	PP Paloma Partners Greenwich, Connecticut	$5.3M	+$2.13M	4	0.12%	Increased
498	Bessemer Group Woodbridge, New Jersey	$5.29M	+$6.03M	9	0.03%	Increased
499	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.28M	+$55.9K	7	0.18%	Increased
500	SCM SG Capital Management Chicago, Illinois	$5.26M	-$3.34M	1	1.16%	Reduced