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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	$4.42M	+$28.1K	1	2.28%	Increased
602	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.4M	-$24.6K	1	3.73%	Reduced
603	KAM Kavi Asset Management New York	$4.4M	-$319K	1	3.22%	Reduced
604	Zurich Insurance Group Zurich, Switzerland	$4.39M	+$207K	2	0.14%	Increased
605	FMT First Mercantile Trust Cordova, Tennessee	$4.38M	+$92K	8	0.68%	Increased
606	CAM ClariVest Asset Management San Diego, California	$4.38M	+$907K	1	0.12%	Increased
607	Huntington National Bank Columbus, Ohio	$4.33M	+$8.1K	9	0.08%	Increased
608	WhitTier Trust Company Reno, Nevada	$4.32M	+$422K	4	0.46%	Increased
609	CL CSS LLC Chicago, Illinois	$4.3M	+$3.7M	1	0.23%	Increased
610	PAA Peregrine Asset Advisers Portland, Oregon	$4.3M	+$3.59M	1	2.55%	Increased
611	GIM Goelzer Investment Management Carmel, Indiana	$4.3M	+$144K	1	0.56%	Increased
612	Norinchukin Bank Tokyo, Japan	$4.3M	-$382K	2	0.1%	Reduced
613	FMA FNY Managed Accounts New York	$4.27M	+$3.94M	1	28.64%	New
614	FTC Farmers Trust Company Youngstown, Ohio	$4.26M	-$122K	2	1.47%	Reduced
615	First Citizens Bank & Trust Raleigh, North Carolina	$4.25M	-$1.88M	2	0.47%	Reduced
616	CF CNA Financial Chicago, Illinois	$4.2M	$0	1	0.94%	Maintained
617	First Allied Advisory Services San Diego, California	$4.2M	+$317K	5	0.21%	Increased
618	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$4.17M	-$708K	1	2.2%	Reduced
619	LAM Lingohr Asset Management Duesseldorf, Germany	$4.13M	+$390K	3	2.53%	Increased
620	Congress Asset Management Boston, Massachusetts	$4.13M	+$3.81M	2	0.09%	Increased
621	RIA RPG Investment Advisory Pleasanton, California	$4.12M	-$30K	1	1.39%	Reduced
622	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$4.08M	-$1.66M	1	0.15%	Reduced
623	DCM Divisar Capital Management San Francisco, California	$4.06M	+$3.92M	1	2.92%	New
624	GS GAM Systematic Cambridge, United Kingdom	$4.04M	-$439K	6	0.95%	Reduced
625	UR USCA RIA Houston, Texas	$4.03M	-$1.19M	1	0.62%	Reduced