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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
551	LSV Asset Management Chicago, Illinois	$6.16M	$0	3	0.01%	Maintained
552	SPC Stewart & Patten Company Lafayette, California	$6.12M	+$98.9K	1	1.19%	Increased
553	RPA Rock Point Advisors Burlington, Vermont	$6.11M	+$3.6M	2	2.82%	Increased
554	United Capital Financial Advisors Irving, Texas	$6.11M	+$1.94M	4	0.09%	Increased
555	PP Prospector Partners Guilford, Connecticut	$6.05M	+$5.87M	1	0.46%	New
556	CL Croft-Leominster Baltimore, Maryland	$6.03M	+$71.1K	2	1.06%	Increased
557	Fuller & Thaler Asset Management San Mateo, California	$6.01M	-$425K	3	0.22%	Reduced
558	BCAM Boston Common Asset Management Boston, Massachusetts	$5.98M	-$197K	1	0.33%	Reduced
559	PIM Profit Investment Management North Bethesda, Maryland	$5.95M	-$441K	2	0.3%	Reduced
560	LCP LGT Capital Partners Pfaeffikon, Switzerland	$5.92M	-$4.62M	1	1.51%	Reduced
561	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.89M	-$130K	2	2.51%	Reduced
562	MC Moors & Cabot Boston, Massachusetts	$5.88M	+$231K	3	1%	Increased
563	TF Trutina Financial Bellevue, Washington	$5.86M	-$92.1K	1	4.69%	Reduced
564	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.85M	+$54.5K	1	1.65%	Increased
565	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.85M	-$353K	4	0.28%	Reduced
566	FAAM First Allied Asset Management San Diego, California	$5.84M	+$5.67M	1	0.81%	New
567	Capital Fund Management (CFM) Paris, France	$5.73M	-$20.2M	2	0.07%	Reduced
568	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.72M	+$67.1K	6	0.26%	Increased
569	GA Gagnon Advisors New York	$5.71M	-$229K	1	3.43%	Reduced
570	Foresters Investment Management New York	$5.69M	+$3.6M	2	0.11%	Increased
571	DIA Davidson Investment Advisors Great Falls, Montana	$5.67M	+$27.4K	1	0.85%	Increased
572	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.66M	+$1.5M	2	0.96%	Increased
573	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5.66M	-$14.1M	1	0.29%	Reduced
574	BIC Bridges Investment Counsel Omaha, Nebraska	$5.65M	-$117K	1	1.29%	Reduced
575	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.62M	$0	1	0.78%	Maintained