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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
526	BCM Bluefin Capital Management New York	$6.88M	+$7.23M	2	0.41%	New
527	NCM Novare Capital Management Charlotte, North Carolina	$6.85M	+$37.9K	1	1.7%	Increased
528	PCM Peg Capital Management Canaan, New Hampshire	$6.84M	-$844K	1	3.09%	Reduced
529	Hancock Whitney Gulfport, Mississippi	$6.83M	+$5.26M	2	0.26%	Increased
530	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$6.77M	+$6.57M	1	1.38%	New
531	KCA KR Capital Advisors New York	$6.72M	-$344K	1	1.63%	Reduced
532	SAM Shell Asset Management The Hague, Netherlands	$6.71M	-$2.26M	4	0.11%	Reduced
533	DM Delphi Management Brookline, Massachusetts	$6.7M	+$6.67M	1	0.94%	Increased
534	BA Broadview Advisors Milwaukee, Wisconsin	$6.63M	-$2.03M	1	0.67%	Reduced
535	Wilmington Savings Fund Society Wilmington, Delaware	$6.6M	-$174K	1	0.37%	Reduced
536	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$6.57M	-$727K	1	0.11%	Reduced
537	CC Colrain Capital Boston, Massachusetts	$6.52M	-$2.6M	1	0.5%	Reduced
538	ICOA Investment Centers of America Bismarck, North Dakota	$6.52M	+$5.75M	2	1.41%	Increased
539	Nippon Life Global Investors Americas New York	$6.51M	+$6.86M	1	0.6%	New
540	KCM Kingdon Capital Management New York	$6.5M	-$13.5M	1	0.28%	Reduced
541	Andra AP-fonden Goteborg, Sweden	$6.5M	+$3.01M	3	0.15%	Increased
542	Nordea Investment Management Stockholm, Sweden	$6.48M	+$1.78M	3	0.02%	Increased
543	VCM Vigilant Capital Management Portland, Maine	$6.47M	+$64.6K	3	1.28%	Increased
544	DC Deere & Company Moline, Illinois	$6.38M	+$4M	4	0.35%	Increased
545	BIA Barry Investment Advisors New Bedford, Massachusetts	$6.38M	+$6.52M	1	2.07%	New
546	Capital Advisors Inc Tulsa, Oklahoma	$6.35M	+$90K	1	1.18%	Increased
547	Commerce Bank Kansas City, Missouri	$6.3M	-$366K	5	0.1%	Reduced
548	Royal London Asset Management United Kingdom	$6.3M	+$1.59M	1	0.12%	Increased
549	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.22M	-$1.9M	8	0.29%	Reduced
550	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.22M	-$1.15M	2	1.35%	Reduced