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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	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.41M	+$788K	1	0.78%	Increased
527	Employees Retirement System of Texas Austin, Texas	$5.39M	-$614K	4	0.07%	Reduced
528	Bridges Investment Management Omaha, Nebraska	$5.35M	+$34.4K	2	0.89%	Increased
529	Oppenheimer & Co New York	$5.25M	-$707K	6	0.15%	Reduced
530	KFP Keystone Financial Planning Cleveland, Ohio	$5.2M	+$57.9K	1	3.41%	Increased
531	ICRM Insight Capital Research & Management Walnut Creek, California	$5.17M	+$4.77M	1	2.3%	New
532	RIL Rothschild Investment LLC Chicago, Illinois	$5.16M	-$542K	2	0.63%	Reduced
533	KLWA Kelly Lawrence W & Associates Pasadens, California	$5.15M	+$5.17K	1	1.1%	Increased
534	Choate Investment Advisors Boston, Massachusetts	$5.14M	-$27.2K	2	0.34%	Reduced
535	UR USCA RIA Houston, Texas	$5.13M	+$1.93M	2	0.85%	Increased
536	Stephens Inc Little Rock, Arkansas	$5.08M	+$2.25M	3	0.22%	Increased
537	Quadrature Capital London, United Kingdom	$5.05M	-$9.39M	3	0.44%	Reduced
538	Global X Management Company New York	$5.03M	+$458K	6	0.22%	Increased
539	IIA IPG Investment Advisors San Diego, California	$4.99M	+$2.35M	1	2.1%	Increased
540	Profund Advisors Bethesda, Maryland	$4.97M	-$748K	6	0.24%	Reduced
541	SAM Shell Asset Management The Hague, Netherlands	$4.88M	-$170K	4	0.1%	Reduced
542	TP Truvvo Partners New York	$4.87M	$0	1	2.19%	Maintained
543	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.85M	-$70.5K	4	0.61%	Reduced
544	Bahl & Gaynor Cincinnati, Ohio	$4.85M	+$92.6K	3	0.06%	Increased
545	SAM Securian Asset Management St Paul, Minnesota	$4.76M	+$371K	5	0.13%	Increased
546	QIM Quantitative Investment Management Charlottesville, Virginia	$4.75M	+$4.6M	5	0.16%	New
547	NC Nitorum Capital New York	$4.75M	+$94.5K	1	1.91%	Increased
548	MAG Millrace Asset Group Berwyn, Pennsylvania	$4.74M	+$3.14M	2	5.73%	Increased
549	PP Paloma Partners Greenwich, Connecticut	$4.73M	-$2.37M	6	0.06%	Reduced
550	WBC Westpac Banking Corp Sydney, Australia	$4.72M	-$9.63M	1	0.05%	Reduced