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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	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.93M	+$123K	2	2.09%	Increased
502	Fjarde Ap-fonden Stockholm, Sweden	$8.86M	-$353K	2	0.18%	Reduced
503	HHC Hutchin Hill Capital New York	$8.77M	-$891K	5	0.4%	Reduced
504	Manning & Napier Advisors Fairport, New York	$8.76M	+$3.21M	2	0.03%	Increased
505	Barings Charlotte, North Carolina	$8.74M	+$58.9K	5	0.26%	Increased
506	FGA Flood Gamble Associates New York	$8.65M	-$55K	2	3.98%	Reduced
507	ICM ICC Capital Management Orlando, Florida	$8.64M	-$2.15M	3	0.91%	Reduced
508	BCAM Boston Common Asset Management Boston, Massachusetts	$8.62M	-$2.13M	2	0.47%	Reduced
509	PIM Profit Investment Management North Bethesda, Maryland	$8.61M	-$6.04M	2	0.41%	Reduced
510	AAM ACK Asset Management Greenwich, Connecticut	$8.6M	+$8.31M	1	2.58%	New
511	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$8.57M	+$404K	2	0.72%	Increased
512	GC Gratry & Company Beachwood, Ohio	$8.5M	-$771K	1	3.34%	Reduced
513	GCM Grisanti Capital Management New York	$8.47M	+$21.5K	1	3.57%	Increased
514	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.47M	-$8K	4	0.27%	Reduced
515	PCM Peg Capital Management Canaan, New Hampshire	$8.34M	-$54.5K	1	3.64%	Reduced
516	KCA KR Capital Advisors New York	$8.31M	-$4.96M	1	1.89%	Reduced
517	HFS Haverford Financial Services Radnor, Pennsylvania	$8.29M	-$152K	1	3.64%	Reduced
518	Perpetual Ltd Sydney, New South Wales, Australia	$8.25M	+$126K	1	0.73%	Increased
519	Wilmington Trust Wilmington, Delaware	$8.24M	+$96.8K	3	0.14%	Increased
520	JP Morgan Private Wealth Advisors San Francisco, California	$8.23M	-$2.87M	6	0.14%	Reduced
521	DILH Dai-ichi Life Holdings Tokyo, Japan	$8.15M	+$32.2K	3	0.25%	Increased
522	SCM SIR Capital Management New York	$8.11M	+$6.17M	1	1.07%	Increased
523	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.07M	-$1.41M	4	0.47%	Reduced
524	TAM THB Asset Management Norwalk, Connecticut	$8.05M	-$1.99M	2	0.5%	Reduced
525	Todd Asset Management Louisville, Kentucky	$8.04M	-$4.2M	1	0.23%	Reduced