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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
601	PCA Private Capital Advisors Darien, Connecticut	$4.37M	-$30.2K	1	1.59%	Reduced
602	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.32M	-$1.13K	1	1.67%	Reduced
603	EIM Essex Investment Management Boston, Massachusetts	$4.31M	-$419K	2	0.65%	Reduced
604	Huntington National Bank Columbus, Ohio	$4.25M	+$159K	9	0.13%	Increased
605	LSA L & S Advisors Los Angeles, California	$4.19M	+$589K	1	1.7%	Increased
606	FM Family Management New York	$4.18M	+$4.08M	1	2.71%	New
607	CO Caldwell & Orkin Norcross, Georgia	$4.18M	+$1.31M	2	2.45%	Increased
608	GAM Garrison Asset Management Fayetteville, Arkansas	$4.13M	+$71K	2	3.61%	Increased
609	Calamos Wealth Management Naperville, Illinois	$4.13M	-$492K	1	1.35%	Reduced
610	SAM Selway Asset Management	$4.11M	+$2.42M	1	2.33%	Increased
611	CIC Cornercap Investment Counsel Atlanta, Georgia	$4.1M	+$448K	3	0.83%	Increased
612	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.1M	+$2.56M	2	1.44%	Increased
613	M MOTCO San Antonio, Texas	$4.08M	+$80.7K	2	0.5%	Increased
614	RBA Richard Bernstein Advisors New York	$4.07M	+$1.47M	5	1.2%	Increased
615	Diversified Trust Memphis, Tennessee	$4.05M	+$673K	1	0.43%	Increased
616	HHC Hutchin Hill Capital New York	$4.03M	-$679K	5	0.36%	Reduced
617	GIM Goelzer Investment Management Carmel, Indiana	$4.02M	-$3.71M	1	0.82%	Reduced
618	CIBC Asset Management Toronto, Ontario, Canada	$4.01M	-$151K	2	0.03%	Reduced
619	Sumitomo Life Insurance Tokyo, Japan	$3.99M	+$3.9M	1	0.37%	New
620	Veritable Wilmington, Delaware	$3.98M	-$311K	3	0.09%	Reduced
621	SAM Securian Asset Management St Paul, Minnesota	$3.98M	+$97.5K	3	0.16%	Increased
622	EMG Ellington Management Group Old Greenwich, Connecticut	$3.97M	+$2.35M	7	0.75%	Increased
623	Aberdeen Asset Management Aberdeen, United Kingdom	$3.97M	-$196K	2	0.01%	Reduced
624	Jacobs Levy Equity Management Florham Park, New Jersey	$3.96M	-$11.2M	4	0.07%	Reduced
625	FSA Financial Sense Advisors San Diego, California	$3.94M	+$3.84M	1	1.71%	New