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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	OIM Opus Investment Management Worcester, Massachusetts	$4.07M	+$590K	1	0.77%	Increased
552	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.05M	-$1.56M	3	0.15%	Reduced
553	BWM Braver Wealth Management Needham, Massachusetts	$4.05M	+$4.66M	1	1%	New
554	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$4.04M	+$171K	1	0.22%	Increased
555	Ameritas Investment Partners Lincoln, Nebraska	$4.04M	+$480K	4	0.29%	Increased
556	HP Harvey Partners Tarrytown, New York	$4.03M	-$2.63M	1	2.5%	Reduced
557	WhitTier Trust Company Reno, Nevada	$4.02M	-$145K	3	0.49%	Reduced
558	IAM Impax Asset Management Portsmouth, New Hampshire	$4M	+$1.89M	2	0.24%	Increased
559	DCM Dynamic Capital Management St. Helier, Jersey	$4M	+$4.77M	3	1.1%	New
560	AIM Arcadia Investment Management Kalamazoo, Michigan	$3.98M	-$120K	3	1.22%	Reduced
561	AHC Anderson Hoagland & Co St Louis, Missouri	$3.98M	+$1.26M	2	2.53%	Increased
562	T TOBAM Paris, France	$3.98M	-$637K	1	0.16%	Reduced
563	EWM Edge Wealth Management New York	$3.96M	+$242K	3	1.49%	Increased
564	Numeric Investors Boston, Massachusetts	$3.94M	-$1.92M	3	0.05%	Reduced
565	B BP London, United Kingdom	$3.9M	$0	1	0.18%	Maintained
566	TF Trutina Financial Bellevue, Washington	$3.86M	-$481K	1	4.19%	Reduced
567	Emerald Advisers Leola, Pennsylvania	$3.83M	-$4.05M	2	0.2%	Reduced
568	South Dakota Investment Council Sioux Falls, South Dakota	$3.81M	+$93.9K	2	0.09%	Increased
569	FMT First Mercantile Trust Cordova, Tennessee	$3.73M	-$2.56M	6	0.38%	Reduced
570	CCM Cobalt Capital Management Short Hills, New Jersey	$3.73M	-$1.27M	1	0.36%	Reduced
571	QOP Quinn Opportunity Partners Charlottesville, Virginia	$3.73M	-$255K	1	1.73%	Reduced
572	Nomura Holdings Tokyo, Japan	$3.69M	-$2.57M	5	0.01%	Reduced
573	CC Colrain Capital Boston, Massachusetts	$3.68M	-$272K	1	0.38%	Reduced
574	OPCM Osborne Partners Capital Management San Francisco, California	$3.66M	+$552K	1	0.54%	Increased
575	OI Oakbrook Investments Lisle, Illinois	$3.66M	+$1.69M	2	0.24%	Increased