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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
576	Welch & Forbes Boston, Massachusetts	$5.6M	-$176K	1	0.16%	Reduced
577	Ally Financial Detroit, Michigan	$5.57M	+$3.89M	1	0.62%	Increased
578	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$5.56M	+$5.03M	7	0.48%	Increased
579	Scotia Capital Toronto, Ontario, Canada	$5.56M	+$3.06M	3	0.15%	Increased
580	Connors Investor Services Wyomissing, Pennsylvania	$5.55M	+$97.9K	2	1.26%	Increased
581	Thompson Investment Management Madison, Wisconsin	$5.55M	+$166K	1	1.06%	Increased
582	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.51M	-$2.35M	3	0.26%	Reduced
583	KCM Investment Advisors Greenbrae, California	$5.48M	+$172K	4	0.46%	Increased
584	Ashfield Capital Partners San Francisco, California	$5.47M	-$13.1M	2	0.26%	Reduced
585	Quest Investment Management Lake Oswego, Oregon	$5.47M	-$389K	1	0.65%	Reduced
586	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.45M	+$330K	1	0.89%	Increased
587	Northeast Investment Management Boston, Massachusetts	$5.44M	+$1.12M	1	0.53%	Increased
588	Jane Street New York	$5.38M	-$11.8M	5	0.04%	Reduced
589	AIC Aurora Investment Counsel Atlanta, Georgia	$5.36M	+$1.84M	3	3.3%	Increased
590	NI Nepsis Inc Minneapolis, Minnesota	$5.35M	+$471K	1	3.12%	Increased
591	Truist Financial Charlotte, North Carolina	$5.31M	-$182K	3	0.16%	Reduced
592	PI Panthera Investment Frankfurt, Germany	$5.3M	+$3.23M	1	1.4%	Increased
593	B BP London, United Kingdom	$5.16M	+$1.78M	1	0.13%	Increased
594	WM WCG Management New York	$5.16M	+$4.94M	1	4.8%	New
595	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$5.13M	+$3.99M	3	0.65%	Increased
596	South Dakota Investment Council Sioux Falls, South Dakota	$5.13M	+$778K	1	0.1%	Increased
597	CF CNA Financial Chicago, Illinois	$5.12M	+$391K	1	1.19%	Increased
598	NCM Northroad Capital Management New York	$5.11M	-$532K	1	2.31%	Reduced
599	MIS Morningstar Investment Services Chicago, Illinois	$5.09M	-$65.9K	2	0.24%	Reduced
600	SAS Spectrum Advisory Services Atlanta, Georgia	$5.07M	-$82.2K	1	1.76%	Reduced