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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	WP WealthPLAN Partners Omaha, Nebraska	$6.92M	-$28.7K	3	3.03%	Reduced
502	Cubist Systematic Strategies Stamford, Connecticut	$6.9M	-$1.76M	8	0.34%	Reduced
503	VCM Vigilant Capital Management Portland, Maine	$6.89M	+$13.4K	3	1.25%	Increased
504	SW SVB Wealth Boston, Massachusetts	$6.86M	-$2.12M	1	0.23%	Reduced
505	WAM World Asset Management Detroit, Michigan	$6.83M	-$1.11M	4	0.27%	Reduced
506	AA Apriem Advisors Irvine, California	$6.82M	+$776	3	2.34%	Increased
507	RPA Rock Point Advisors Burlington, Vermont	$6.78M	+$277K	2	3.47%	Increased
508	FGA Flood Gamble Associates New York	$6.76M	-$75.3K	1	2.93%	Reduced
509	HC Hawkins Capital Houston, Texas	$6.75M	+$7.06M	1	2.37%	New
510	NCM Novare Capital Management Charlotte, North Carolina	$6.74M	-$214K	1	1.66%	Reduced
511	FMT First Mercantile Trust Cordova, Tennessee	$6.71M	-$2.42M	9	0.57%	Reduced
512	Nomura Holdings Tokyo, Japan	$6.7M	-$1.11M	5	0.02%	Reduced
513	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.69M	+$31.2K	7	0.2%	Increased
514	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$6.63M	-$2.64M	4	0.23%	Reduced
515	TI Trigran Investments Northbrook, Illinois	$6.6M	+$982K	1	2.12%	Increased
516	ACP Ashfield Capital Partners San Francisco, California	$6.56M	+$154K	2	0.36%	Increased
517	ETM Euclidean Technologies Management Seattle, Washington	$6.53M	+$1.97M	3	6.13%	Increased
518	PIM PCO Investment Management Mill Valley, California	$6.52M	+$6.62M	1	3.68%	New
519	AssetMark Inc Concord, California	$6.5M	-$800K	5	0.14%	Reduced
520	Commerce Bank Kansas City, Missouri	$6.44M	+$480K	5	0.1%	Increased
521	Van Berkom & Associates Montreal, Quebec, Canada	$6.32M	+$6.09M	1	0.3%	New
522	D.A. Davidson & Co Great Falls, Montana	$6.31M	-$155K	7	0.21%	Reduced
523	JIP Jaffetilchin Investment Partners Tampa, Florida	$6.3M	+$2.45M	1	1.89%	Increased
524	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.29M	+$4.9M	1	0.93%	Increased
525	Engineers Gate Manager New York	$6.24M	-$2.98K	4	0.61%	Reduced