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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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.37M	+$340K	9	0.11%	Increased
577	SRC Shufro Rose & Co New York	$6.34M	+$156K	4	0.63%	Increased
578	PPCM Pillar Pacific Capital Management Pacifica, California	$6.32M	-$364K	4	0.73%	Reduced
579	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.31M	+$148K	7	0.54%	Increased
580	Bragg Financial Advisors Charlotte, North Carolina	$6.31M	+$277K	2	0.82%	Increased
581	CAM Centre Asset Management New York	$6.28M	+$338K	1	1.63%	Increased
582	BCM Beddow Capital Management Jackson, Wyoming	$6.19M	-$1.1M	2	3.4%	Reduced
583	Capital Markets Trading (UK) London, United Kingdom	$6.17M	+$4.08M	1	0.35%	Increased
584	Virginia Retirement Systems Richmond, Virginia	$6.17M	-$14.3M	4	0.07%	Reduced
585	Allstate Corporation Northbrook, Illinois	$6.16M	+$66.5K	2	0.17%	Increased
586	TCTC Holdings Dallas, Texas	$6.15M	-$66K	1	0.33%	Reduced
587	MIS Morningstar Investment Services Chicago, Illinois	$6.07M	+$6.22M	1	0.1%	New
588	Trexquant Investment Stamford, Connecticut	$6.03M	+$1.87M	8	0.43%	Increased
589	CC Cannell & Co New York	$6.01M	-$340K	1	0.23%	Reduced
590	Private Advisor Group Morristown, New Jersey	$5.95M	+$635K	4	0.12%	Increased
591	LSA L & S Advisors Los Angeles, California	$5.95M	+$5.34M	2	0.8%	Increased
592	First Manhattan New York	$5.94M	+$2.53M	5	0.03%	Increased
593	Karpus Investment Management Pittsford, New York	$5.89M	+$5.85M	1	0.21%	New
594	Nippon Life Global Investors Americas New York	$5.84M	+$5.53M	1	0.47%	New
595	SGI Summit Global Investments Bountiful, Utah	$5.82M	+$229K	1	0.74%	Increased
596	HR Howe & Rusling Rochester, New York	$5.8M	+$32.1K	8	1%	Increased
597	SGAM Steinberg Global Asset Management Boca Raton, Florida	$5.78M	-$27.6K	2	0.9%	Reduced
598	MML Investors Services Springfield, Massachusetts	$5.76M	+$574K	4	0.09%	Increased
599	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.75M	+$670K	13	0.03%	Increased
600	Pacer Advisors Malvern, Pennsylvania	$5.75M	+$3.5M	4	0.16%	Increased