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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	Nippon Life Global Investors Americas New York	$6.12M	+$638K	1	0.56%	Increased
527	PCM Peg Capital Management Canaan, New Hampshire	$6.11M	-$716K	1	2.95%	Reduced
528	SPC Stewart & Patten Company Lafayette, California	$6.09M	-$36.4K	1	1.25%	Reduced
529	TIM Thompson Investment Management Madison, Wisconsin	$6.06M	+$496K	1	1.15%	Increased
530	GA Gagnon Advisors New York	$6.03M	$0	1	3.54%	Maintained
531	Commerce Bank Kansas City, Missouri	$5.97M	-$228K	4	0.09%	Reduced
532	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.89M	+$346K	2	1.27%	Increased
533	Andra AP-fonden Goteborg, Sweden	$5.82M	-$608K	3	0.16%	Reduced
534	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$5.77M	+$2.63M	3	1.58%	Increased
535	DIA Davidson Investment Advisors Great Falls, Montana	$5.77M	+$103K	1	0.86%	Increased
536	CCM Criterion Capital Management San Francisco, California	$5.73M	+$3.36M	1	0.23%	Increased
537	BA Broadview Advisors Milwaukee, Wisconsin	$5.71M	+$50K	1	0.57%	Increased
538	GIM Goelzer Investment Management Carmel, Indiana	$5.69M	+$1.28M	2	0.86%	Increased
539	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$5.67M	+$2.3M	1	2.45%	Increased
540	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.65M	$0	1	0.8%	Maintained
541	BIC Bridges Investment Counsel Omaha, Nebraska	$5.65M	+$1.02K	1	1.29%	Increased
542	KIA KCM Investment Advisors Greenbrae, California	$5.65M	+$200K	4	0.45%	Increased
543	LH Lebenthal Holdings New York	$5.63M	+$5.13M	5	1.32%	Increased
544	BOK Financial Tulsa, Oklahoma	$5.58M	+$1.08M	3	0.19%	Increased
545	OA OFI Advisors Philadelphia, Pennsylvania	$5.57M	+$661K	7	0.33%	Increased
546	AF Ally Financial Detroit, Michigan	$5.57M	$0	1	0.58%	Maintained
547	TF Trutina Financial Bellevue, Washington	$5.53M	-$326K	1	4.56%	Reduced
548	WBC Westpac Banking Corp Sydney, Australia	$5.52M	+$542K	3	0.05%	Increased
549	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.49M	-$1.44M	3	0.15%	Reduced
550	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.41M	+$167K	3	0.27%	Increased