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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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6M	-$96.4K	2	1.03%	Reduced
502	Regions Financial Corp Birmingham, Alabama	$5.98M	-$2.21M	5	0.08%	Reduced
503	CIBC Asset Management Toronto, Ontario, Canada	$5.95M	+$611K	4	0.04%	Increased
504	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$5.95M	+$2.62K	1	3.01%	Increased
505	TAM Third Avenue Management New York	$5.94M	-$578K	3	0.23%	Reduced
506	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.93M	-$52.8K	1	2.27%	Reduced
507	NAM NorthCoast Asset Management Greenwich, Connecticut	$5.91M	+$1.72M	2	0.5%	Increased
508	DAM Delta Asset Management Memphis, Tennessee	$5.88M	+$34.8K	4	1.04%	Increased
509	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$5.83M	+$91.2K	1	4.02%	Increased
510	CC Cipher Capital New York	$5.76M	-$856K	4	0.54%	Reduced
511	Ferguson Wellman Capital Management Portland, Oregon	$5.75M	+$576K	1	0.24%	Increased
512	HR Howe & Rusling Rochester, New York	$5.72M	+$1.3M	4	1.29%	Increased
513	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.68M	+$2.56M	8	0.03%	Increased
514	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.66M	+$150K	1	1.05%	Increased
515	NC Nitorum Capital New York	$5.64M	+$313K	1	2.92%	Increased
516	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$5.6M	+$554K	2	1.33%	Increased
517	NRS Neville Rodie & Shaw New York	$5.56M	+$73.3K	3	0.68%	Increased
518	CCB Cutter & Co Brokerage Ballwin, Missouri	$5.51M	-$421K	1	2.55%	Reduced
519	South Dakota Investment Council Sioux Falls, South Dakota	$5.51M	+$88.4K	3	0.12%	Increased
520	DIA Davidson Investment Advisors Great Falls, Montana	$5.5M	-$598K	1	0.93%	Reduced
521	TIM Thompson Investment Management Madison, Wisconsin	$5.48M	-$45.8K	1	1.15%	Reduced
522	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$5.46M	+$576K	2	0.54%	Increased
523	D.A. Davidson & Co Great Falls, Montana	$5.44M	-$214K	11	0.17%	Reduced
524	MCM Matarin Capital Management New York	$5.44M	+$4.4M	1	0.76%	New
525	Palisade Capital Management Fort Lee, New Jersey	$5.32M	-$911K	1	0.17%	Reduced