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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
501	PCM Palouse Capital Management Spokane, Washington	$7.05M	-$55.7K	2	2.85%	Reduced
502	SPC Stewart & Patten Company Lafayette, California	$7.04M	-$206K	1	1.52%	Reduced
503	Crawford Investment Counsel Atlanta, Georgia	$7M	+$6.3M	2	0.28%	Increased
504	NPA Nichols & Pratt Advisers Boston, Massachusetts	$6.94M	+$37.8K	1	0.7%	Increased
505	PRC Platte River Capital Denver, Colorado	$6.9M	-$490K	1	0.85%	Reduced
506	MIU Man Investments (UK) London, United Kingdom	$6.82M	+$2.94M	4	0.93%	Increased
507	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.8M	+$660K	1	0.63%	Increased
508	BIC Bridges Investment Counsel Omaha, Nebraska	$6.79M	-$68K	2	1.69%	Reduced
509	CHA Cedar Hill Associates Chicago, Illinois	$6.78M	+$943K	1	1.29%	Increased
510	GMCM Gruber & McBaine Capital Management San Francisco, California	$6.72M	-$798K	3	2.02%	Reduced
511	Clark Capital Management Group Philadelphia, Pennsylvania	$6.7M	-$40.7K	1	0.53%	Reduced
512	Commonwealth Equity Services Waltham, Massachusetts	$6.7M	-$190K	3	0.11%	Reduced
513	O'Shaughnessy Asset Management Stamford, Connecticut	$6.69M	-$1.89M	5	0.16%	Reduced
514	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.67M	-$78.6K	1	1.21%	Reduced
515	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.65M	+$386K	7	0.37%	Increased
516	HT HAP Trading New York	$6.57M	+$6.47M	4	0.21%	New
517	Jupiter Asset Management London, United Kingdom	$6.5M	-$397K	3	0.29%	Reduced
518	Los Angeles Capital Management Los Angeles, California	$6.48M	+$8.7K	3	0.08%	Increased
519	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$6.42M	-$1.72M	1	0.89%	Reduced
520	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$6.41M	+$6.99K	3	0.78%	Increased
521	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.34M	+$144K	2	3.02%	Increased
522	Davidson Kempner Capital Management New York	$6.32M	+$6.17M	1	0.21%	New
523	SCM SG Capital Management Chicago, Illinois	$6.32M	+$6.21M	1	2.75%	New
524	WBC Westpac Banking Corp Sydney, Australia	$6.28M	-$57K	4	0.08%	Reduced
525	NCM Northroad Capital Management New York	$6.23M	-$230K	1	2.39%	Reduced