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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	MUFG Securities EMEA London, United Kingdom	$3.89M	+$1.79M	1	1.2%	Increased
577	Ameritas Investment Partners Lincoln, Nebraska	$3.86M	+$333K	5	0.25%	Increased
578	LPL Financial San Diego, California	$3.81M	-$21M	4	0.03%	Reduced
579	Engineers Gate Manager New York	$3.78M	-$884K	2	0.27%	Reduced
580	AMG National Trust Bank Greenwood Village, Colorado	$3.75M	-$17.1K	2	0.34%	Reduced
581	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.75M	-$45.9K	1	0.56%	Reduced
582	CF CNA Financial Chicago, Illinois	$3.74M	$0	1	0.93%	Maintained
583	WhitTier Trust Company Reno, Nevada	$3.74M	-$172K	4	0.43%	Reduced
584	GIM Goelzer Investment Management Carmel, Indiana	$3.74M	-$18K	1	0.52%	Reduced
585	RIA RPG Investment Advisory Pleasanton, California	$3.72M	+$3.98M	1	1%	New
586	FTB First Trust Bank Nassau, Bahamas	$3.71M	-$1.23M	1	6.64%	Reduced
587	Johnson Investment Counsel Cincinnati, Ohio	$3.69M	-$838K	4	0.12%	Reduced
588	Shinko Asset Management Company Tokyo, Japan	$3.65M	-$97K	3	0.03%	Reduced
589	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.64M	+$356K	1	0.63%	Increased
590	DA Denali Advisors San Diego, California	$3.63M	+$3.11M	3	0.63%	Increased
591	Zurich Insurance Group Zurich, Switzerland	$3.62M	+$1.14M	2	0.13%	Increased
592	VBCP Vollero Beach Capital Partners New York	$3.61M	+$3.7M	2	0.82%	New
593	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.6M	+$135K	2	0.16%	Increased
594	Emerald Advisers Leola, Pennsylvania	$3.58M	-$634K	2	0.17%	Reduced
595	DCM Dynamic Capital Management St. Helier, Jersey	$3.56M	+$3.68M	2	0.42%	New
596	BOK Financial Tulsa, Oklahoma	$3.55M	-$363K	4	0.13%	Reduced
597	PP PDT Partners New York	$3.53M	-$10.1M	1	0.28%	Reduced
598	LSA L & S Advisors Los Angeles, California	$3.5M	-$3.8M	1	0.8%	Reduced
599	TCM Timpani Capital Management Milwaukee, Wisconsin	$3.49M	+$2.59M	2	1.48%	Increased
600	RIA Regal Investment Advisors Kentwood, Michigan	$3.46M	-$397K	1	0.95%	Reduced