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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	TCTC Holdings Dallas, Texas	$7.72M	-$295K	1	0.58%	Reduced
527	AGF Investments Inc Toronto, Ontario, Canada	$7.67M	+$699K	3	0.09%	Increased
528	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.67M	+$7.89M	5	0.8%	Increased
529	HAM Hillcrest Asset Management Plano, Texas	$7.66M	+$61.8K	1	1.84%	Increased
530	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$7.65M	-$2.07M	2	0.31%	Reduced
531	AIP ARS Investment Partners New York	$7.55M	+$8.84M	1	1.82%	New
532	Exencial Wealth Advisors Oklahoma City, Oklahoma	$7.54M	+$890K	2	1.35%	Increased
533	OneDigital Investment Advisors Overland Park, Kansas	$7.53M	-$221K	3	0.67%	Reduced
534	MCM McKinley Capital Management Anchorage, Alaska	$7.5M	+$8.9M	1	0.6%	New
535	RCYC Richard C. Young & Co Newport, Rhode Island	$7.5M	+$161K	1	1.45%	Increased
536	Cambiar Investors Denver, Colorado	$7.46M	-$628K	3	0.37%	Reduced
537	MML Investors Services Springfield, Massachusetts	$7.45M	+$125K	4	0.13%	Increased
538	Conning Inc Hartford, Connecticut	$7.44M	+$411K	2	0.32%	Increased
539	AC Albar Capital London, United Kingdom	$7.44M	+$8.67M	2	7.08%	New
540	Stephens Inc Little Rock, Arkansas	$7.43M	-$420K	3	0.2%	Reduced
541	Carnegie Investment Counsel Pepper Pike, Ohio	$7.38M	+$146K	3	0.51%	Increased
542	ACM Axel Capital Management New York	$7.34M	+$8.55M	1	9.57%	Increased
543	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.31M	+$713K	1	0.55%	Increased
544	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.27M	+$197K	14	0.03%	Increased
545	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.25M	-$2.71M	4	1.42%	Reduced
546	RFA Reilly Financial Advisors La Mesa, California	$7.15M	+$9.22M	4	1.03%	Increased
547	WC Walthausen & Co Malta, New York	$7.15M	-$2.27M	1	1.53%	Reduced
548	Bridgeway Capital Management Houston, Texas	$7.12M	+$4.87M	9	0.16%	Increased
549	Twin Tree Management Dallas, Texas	$7.11M	+$3.14M	5	0.03%	Increased
550	Bridges Investment Management Omaha, Nebraska	$7.09M	-$3.8M	2	0.32%	Reduced