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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	GP Grow Partners San Diego, California	$7.71M	-$918K	1	7.06%	Reduced
502	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.68M	+$173K	3	0.11%	Increased
503	SC Saiers Capital New York	$7.62M	+$7.86M	2	2.41%	New
504	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.59M	+$2.28M	7	0.23%	Increased
505	FGA Flood Gamble Associates New York	$7.53M	-$42.2K	2	3.34%	Reduced
506	Crawford Investment Counsel Atlanta, Georgia	$7.49M	-$278K	1	0.26%	Reduced
507	VAM Visium Asset Management New York	$7.47M	-$15.9M	5	0.11%	Reduced
508	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$7.42M	+$101K	1	0.27%	Increased
509	D.A. Davidson & Co Great Falls, Montana	$7.41M	+$59.1K	8	0.24%	Increased
510	Fiera Capital (Canada) Montreal, Quebec, Canada	$7.41M	-$720K	2	0.05%	Reduced
511	DILH Dai-ichi Life Holdings Tokyo, Japan	$7.3M	+$151K	3	0.21%	Increased
512	CL CSS LLC Chicago, Illinois	$7.27M	+$6.94M	2	0.36%	Increased
513	WSA Wall Street Associates Lajolla, California	$7.26M	-$24K	2	0.7%	Reduced
514	Arrowstreet Capital Boston, Massachusetts	$7.25M	+$6.81M	2	0.04%	Increased
515	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.24M	-$1.98M	4	0.17%	Reduced
516	CCB Cutter & Co Brokerage Ballwin, Missouri	$7.22M	+$840K	2	2.75%	Increased
517	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.16M	+$68.1K	2	1.14%	Increased
518	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.13M	-$8.8M	1	0.87%	Reduced
519	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$7.07M	-$291K	2	0.58%	Reduced
520	R.M. Davis Inc Portland, Maine	$7.06M	-$12M	1	0.39%	Reduced
521	Bridges Investment Management Omaha, Nebraska	$7.02M	+$237K	2	1.24%	Increased
522	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.99M	+$293K	4	1.02%	Increased
523	KCP KDI Capital Partners Raleigh, North Carolina	$6.94M	-$7.5M	1	1.71%	Reduced
524	AA Apriem Advisors Irvine, California	$6.9M	+$577K	3	2.54%	Increased
525	Cullen Capital Management New York	$6.89M	+$99.5K	1	0.19%	Increased