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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	Beck Mack & Oliver New York	$9.89M	-$95.3K	1	0.35%	Reduced
477	DCM Dupont Capital Management Wilmington, Delaware	$9.86M	+$315K	8	0.23%	Increased
478	D.A. Davidson & Co Great Falls, Montana	$9.85M	+$431K	6	0.17%	Increased
479	Bridgeway Capital Management Houston, Texas	$9.78M	+$1.1M	6	0.12%	Increased
480	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.77M	-$652K	5	0.2%	Reduced
481	MAI Capital Management Independence, Ohio	$9.73M	+$1.31M	2	0.5%	Increased
482	SH SeaTown Holdings Singapore	$9.67M	+$9.15M	1	1.14%	New
483	PGM Parian Global Management Pound Ridge, New York	$9.59M	+$9.59M	1	6.67%	New
484	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.56M	+$74K	1	0.47%	Increased
485	CIC Cornercap Investment Counsel Atlanta, Georgia	$9.47M	+$1.64M	4	1.31%	Increased
486	TAM THB Asset Management Norwalk, Connecticut	$9.46M	-$907K	2	1.38%	Reduced
487	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.38M	-$9.62M	1	1.25%	Reduced
488	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$9.33M	+$3.67M	1	0.85%	Increased
489	South Dakota Investment Council Sioux Falls, South Dakota	$9.3M	-$4M	4	0.2%	Reduced
490	AA Apriem Advisors Irvine, California	$9.26M	+$288K	2	2.45%	Increased
491	NAH Neumann Advisory (HK) Central, Hong Kong	$9.23M	+$6.32M	1	4.91%	Increased
492	JIR James Investment Research Alpha, Ohio	$9.14M	-$3.37M	7	0.6%	Reduced
493	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.09M	-$43.2K	2	0.47%	Reduced
494	Truist Financial Charlotte, North Carolina	$9.07M	+$769K	6	0.16%	Increased
495	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$9.01M	$0	1	2.9%	Maintained
496	CIBC Asset Management Toronto, Ontario, Canada	$9M	+$965K	5	0.06%	Increased
497	BlueCrest Capital Management St Helier, Jersey	$8.98M	+$7.4M	10	0.36%	Increased
498	Bridges Investment Management Omaha, Nebraska	$8.95M	-$6.5M	2	0.37%	Reduced
499	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$8.91M	-$1.64M	11	0.59%	Reduced
500	DIA Davidson Investment Advisors Great Falls, Montana	$8.72M	-$347K	1	0.91%	Reduced