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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	RPA Rock Point Advisors Burlington, Vermont	$3.45M	+$1.66M	1	1.85%	Increased
602	TF Trutina Financial Bellevue, Washington	$3.44M	-$273K	1	4.19%	Reduced
603	PAA Peregrine Asset Advisers Portland, Oregon	$3.43M	+$3.24M	1	2.28%	Increased
604	MUFG Americas New York	$3.4M	+$717K	7	0.12%	Increased
605	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$3.4M	+$801K	2	0.01%	Increased
606	Brookstone Capital Management Wheaton, Illinois	$3.4M	+$555K	1	0.44%	Increased
607	RIG Roosevelt Investment Group New York	$3.37M	-$11.3M	1	0.26%	Reduced
608	RU RobecoSam USA New York	$3.35M	+$2.85M	3	4.17%	Increased
609	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.35M	-$2.52M	3	0.1%	Reduced
610	Walleye Trading New York	$3.32M	-$3.67M	11	0.02%	Reduced
611	GIA Granite Investment Advisors Concord, New Hampshire	$3.3M	-$249K	1	0.67%	Reduced
612	RCMC RK Capital Management (Colorado) Denver, Colorado	$3.3M	+$3.34M	1	0.59%	New
613	CIC Cornercap Investment Counsel Atlanta, Georgia	$3.3M	+$2.26M	2	0.63%	Increased
614	B BP London, United Kingdom	$3.28M	$0	1	0.13%	Maintained
615	Handelsbanken Fonder Stockholm, Sweden	$3.28M	-$756K	3	0.13%	Reduced
616	Williams Jones & Associates New York	$3.28M	-$461K	1	0.1%	Reduced
617	AT Arden Trust Wilmington, Delaware	$3.28M	-$23.1K	2	0.25%	Reduced
618	MAM Meeder Asset Management Dublin, Ohio	$3.27M	+$1.57M	4	0.31%	Increased
619	WIS Wright Investors Service Shelton, Connecticut	$3.25M	+$1.18M	2	1.33%	Increased
620	BWM Braver Wealth Management Needham, Massachusetts	$3.22M	-$72.7K	1	0.55%	Reduced
621	DC Deere & Company Moline, Illinois	$3.22M	-$1.61M	4	0.17%	Reduced
622	BIC Bridges Investment Counsel Omaha, Nebraska	$3.21M	-$190K	1	0.71%	Reduced
623	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.21M	-$223K	2	1.53%	Reduced
624	NAM NorthCoast Asset Management Greenwich, Connecticut	$3.2M	-$2.92M	2	0.22%	Reduced
625	First Allied Advisory Services San Diego, California	$3.18M	-$1.27M	5	0.18%	Reduced