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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	PTB Pioneer Trust Bank Salem, Oregon	$6.85M	-$73.8K	1	4.19%	Reduced
477	William Blair & Company Chicago, Illinois	$6.85M	-$1.36M	5	0.06%	Reduced
478	GIP Granite Investment Partners El Segundo, California	$6.82M	-$706K	2	0.51%	Reduced
479	Ameritas Investment Partners Lincoln, Nebraska	$6.78M	+$2.65M	5	0.37%	Increased
480	WesBanco Bank Wheeling, West Virginia	$6.71M	-$624K	2	0.4%	Reduced
481	CCM Cadence Capital Management Boston, Massachusetts	$6.68M	-$79.4K	3	0.49%	Reduced
482	EA Evanston Advisors Schaumburg, Illinois	$6.66M	+$6.56M	1	2.09%	New
483	LG Leuthold Group Minneapolis, Minnesota	$6.63M	-$249K	1	0.7%	Reduced
484	CHAM Clear Harbor Asset Management Stamford, Connecticut	$6.57M	+$203K	1	1.43%	Increased
485	SH SeaTown Holdings Singapore	$6.57M	+$6.47M	1	1.24%	New
486	Edmond de Rothschild Holding Chambesy, Switzerland	$6.55M	-$3.42M	3	0.2%	Reduced
487	IRF IBM Retirement Fund Armonk, New York	$6.55M	-$2.09M	6	0.33%	Reduced
488	NN Investment Partners Holdings The Hague, Netherlands	$6.51M	-$90.5K	3	0.06%	Reduced
489	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.5M	+$118K	1	1.17%	Increased
490	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6.5M	-$687K	6	0.19%	Reduced
491	Segall Bryant & Hamill Chicago, Illinois	$6.46M	-$618K	6	0.17%	Reduced
492	DAM Delta Asset Management Memphis, Tennessee	$6.4M	+$76K	4	1.09%	Increased
493	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.33M	-$106K	2	1.09%	Reduced
494	Moore Capital Management New York	$6.26M	-$14.9M	1	0.22%	Reduced
495	OPCM Osborne Partners Capital Management San Francisco, California	$6.24M	+$297K	1	0.93%	Increased
496	GC GMT Capital Atlanta, Georgia	$6.18M	+$5.64M	1	0.13%	Increased
497	KIA KCM Investment Advisors Greenbrae, California	$6.17M	+$236K	3	0.42%	Increased
498	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.11M	-$22.2K	1	3.24%	Reduced
499	TIM Thompson Investment Management Madison, Wisconsin	$6.1M	-$13.3K	1	1.17%	Reduced
500	Amalgamated Bank New York	$6.1M	+$21.1K	8	0.35%	Increased