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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	OCM OMT Capital Management San Francisco, California	$4.73M	$0	1	5.77%	Maintained
527	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.67M	+$367K	1	0.97%	Increased
528	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.67M	+$83.8K	2	1.05%	Increased
529	DAM Delta Asset Management Memphis, Tennessee	$4.66M	+$4.77M	6	0.91%	Increased
530	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$4.65M	$0	1	2.42%	Maintained
531	KIA KCM Investment Advisors Greenbrae, California	$4.64M	-$142K	3	0.38%	Reduced
532	BOK Financial Tulsa, Oklahoma	$4.62M	+$266K	5	0.17%	Increased
533	Stephens Inc Little Rock, Arkansas	$4.61M	+$2.78M	4	0.24%	Increased
534	O'Shaughnessy Asset Management Stamford, Connecticut	$4.6M	+$2.92M	3	0.1%	Increased
535	LCM Lafitte Capital Management Austin, Texas	$4.57M	$0	1	3.42%	Maintained
536	GIM Goelzer Investment Management Carmel, Indiana	$4.52M	+$1.16K	2	0.72%	Increased
537	DCM Dupont Capital Management Wilmington, Delaware	$4.51M	+$1.56M	3	0.11%	Increased
538	FPCM Financial Partners Capital Management New York	$4.49M	+$257K	1	1.13%	Increased
539	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.47M	+$36.8K	6	0.23%	Increased
540	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$4.46M	-$240K	2	1.9%	Reduced
541	CWM Cabot Wealth Management Salem, Massachusetts	$4.46M	-$78.8K	1	1.23%	Reduced
542	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.39M	+$5M	4	0.07%	New
543	FTB First Trust Bank Nassau, Bahamas	$4.37M	$0	1	13.09%	Maintained
544	TC TFS Capital West Chester, Pennsylvania	$4.35M	-$523K	3	0.42%	Reduced
545	Johnson Investment Counsel Cincinnati, Ohio	$4.34M	-$1.66M	3	0.16%	Reduced
546	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.29M	+$2.24M	2	1.04%	Increased
547	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$4.21M	+$181K	2	0.49%	Increased
548	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.21M	+$1.71M	8	0.33%	Increased
549	Choate Investment Advisors Boston, Massachusetts	$4.11M	-$28.9K	2	0.28%	Reduced
550	LH Lebenthal Holdings New York	$4.09M	-$679K	3	0.94%	Reduced