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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	FWSM First Wilshire Securities Management Pasadena, California	$4.48M	+$3.79M	2	1.44%	Increased
552	ETM Euclidean Technologies Management Seattle, Washington	$4.45M	-$2.31M	4	4.77%	Reduced
553	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.44M	-$156K	4	0.59%	Reduced
554	LMR Partners London, United Kingdom	$4.44M	+$4.18M	2	0.69%	Increased
555	SCA Secor Capital Advisors New York	$4.4M	+$27.3K	3	0.55%	Increased
556	DTL Dynamic Technology Lab Singapore	$4.39M	+$3.6M	5	1.19%	Increased
557	Kornitzer Capital Management Shawnee Mission, Kansas	$4.39M	-$312K	1	0.08%	Reduced
558	EWM Edge Wealth Management New York	$4.29M	-$161K	3	1.79%	Reduced
559	IA Icon Advisers Greenwood Village, Colorado	$4.27M	+$4.89M	1	0.29%	New
560	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.25M	-$510K	2	0.19%	Reduced
561	PAM Princeton Alpha Management Princeton Junction, New Jersey	$4.24M	+$749K	7	0.76%	Increased
562	Norinchukin Bank Tokyo, Japan	$4.15M	-$461K	2	0.1%	Reduced
563	Cambridge Investment Research Advisors Fairfield, Iowa	$4.13M	+$904K	4	0.09%	Increased
564	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.12M	+$255K	4	0.08%	Increased
565	IP Interval Partners New York	$4.06M	-$24.1M	1	0.27%	Reduced
566	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.05M	+$490K	4	0.03%	Increased
567	TP Truvvo Partners New York	$4.04M	$0	1	2.08%	Maintained
568	PPCM Pillar Pacific Capital Management Pacifica, California	$4.03M	+$368K	3	0.68%	Increased
569	SAM Securian Asset Management St Paul, Minnesota	$4.02M	-$135K	4	0.11%	Reduced
570	NCM Nelson Capital Management Menlo Park, California	$4.02M	+$4.11M	2	1.51%	Increased
571	United Capital Financial Advisors Irving, Texas	$4.01M	+$229K	4	0.04%	Increased
572	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$3.98M	$0	1	3.55%	Maintained
573	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$3.92M	+$394K	2	1.49%	Increased
574	Causeway Capital Management Los Angeles, California	$3.91M	-$222K	1	0.08%	Reduced
575	Parallax Volatility Advisers San Francisco, California	$3.9M	+$3.88M	7	0.01%	Increased