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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	CAM Cypress Asset Management Houston, Texas	$4.59M	-$130K	1	0.86%	Reduced
602	Wolverine Asset Management Chicago, Illinois	$4.56M	+$1.42M	3	0.09%	Increased
603	OCM OMT Capital Management San Francisco, California	$4.51M	+$962K	1	4.06%	Increased
604	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.49M	-$170K	2	0.2%	Reduced
605	CC Clearline Capital New York	$4.39M	+$4.27M	1	0.66%	New
606	OIM Opus Investment Management Worcester, Massachusetts	$4.37M	+$340K	1	0.77%	Increased
607	HW Hedeker Wealth Lincolnshire, Illinois	$4.34M	+$1.05M	2	3.6%	Increased
608	BCM Bodri Capital Management San Francisco, California	$4.29M	-$362K	2	2.3%	Reduced
609	Stephens Inc Little Rock, Arkansas	$4.25M	+$1.95M	4	0.19%	Increased
610	AL Airain Ltd St. Peter Port, Guernsey	$4.24M	-$5.99M	2	0.26%	Reduced
611	Analytic Investors Los Angeles, California	$4.24M	+$3.34M	2	0.06%	Increased
612	PCA Private Capital Advisors Darien, Connecticut	$4.22M	-$16.5K	1	1.54%	Reduced
613	MPM Meritage Portfolio Management Overland Park, Kansas	$4.2M	+$4.09M	1	0.42%	New
614	SCM Seamans Capital Management Boston, Massachusetts	$4.17M	+$199K	2	9.99%	Increased
615	AAP Ardsley Advisory Partners Stamford, Connecticut	$4.17M	-$7.91M	3	0.58%	Reduced
616	WhitTier Trust Company Reno, Nevada	$4.17M	+$360K	3	0.46%	Increased
617	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$4.15M	$0	1	0.29%	Maintained
618	PP Palladium Partners Norfolk, Virginia	$4.14M	-$89.8K	1	0.35%	Reduced
619	PP Paloma Partners Greenwich, Connecticut	$4.12M	+$360K	4	0.12%	Increased
620	Advisors Capital Management Ridgewood, New Jersey	$4.1M	+$448K	1	0.46%	Increased
621	ICM ICC Capital Management Orlando, Florida	$4.1M	-$597K	2	0.54%	Reduced
622	BCM Bourgeon Capital Management Darien, Connecticut	$4.1M	-$40.8K	1	2.51%	Reduced
623	NCM Northroad Capital Management New York	$4.09M	-$992K	1	2.19%	Reduced
624	Truist Financial Charlotte, North Carolina	$4.08M	-$1.23M	2	0.12%	Reduced
625	LCM Leonard Capital Management Vero Beach, Florida	$4.05M	+$343K	2	1.39%	Increased