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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	ClearBridge Investments New York	$9.78M	+$743K	3	0.01%	Increased
602	Carillon Tower Advisers St. Petersburg, Florida	$9.73M	+$9.02M	2	0.13%	New
603	Beck Mack & Oliver New York	$9.69M	-$272K	1	0.36%	Reduced
604	Haverford Trust Company Radnor, Pennsylvania	$9.68M	-$621K	3	0.15%	Reduced
605	Capstone Investment Advisors New York	$9.67M	+$7.99M	1	0.05%	New
606	TCM Tygh Capital Management Portland, Oregon	$9.66M	+$153K	1	1.83%	Increased
607	CIA CCM Investment Advisers Columbia, South Carolina	$9.64M	+$762K	1	1.57%	Increased
608	Munro Partners Melbourne, Australia	$9.57M	+$7.9M	1	0.62%	New
609	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.54M	+$2.03M	1	0.85%	Increased
610	WesBanco Bank Wheeling, West Virginia	$9.5M	-$270K	3	0.44%	Reduced
611	Cullen Capital Management New York	$9.48M	+$450K	2	0.55%	Increased
612	Swiss Life Asset Management Zurich,	$9.43M	+$2.81M	2	0.14%	Increased
613	AGM Alpine Global Management New York	$9.36M	+$5.28M	1	1.94%	Increased
614	TCOV Trust Company of Vermont Brattleboro, Vermont	$9.36M	-$31.9K	5	0.86%	Reduced
615	EAM Evanson Asset Management Carmel, California	$9.36M	+$794K	1	1.69%	Increased
616	Optiver US Chicago, Illinois	$9.34M	+$7.71M	1	0.02%	New
617	Lincoln National Corp Radnor, Pennsylvania	$9.34M	+$396K	3	0.28%	Increased
618	HAM Hillcrest Asset Management Plano, Texas	$9.29M	-$250K	1	1.64%	Reduced
619	Sumitomo Life Insurance Tokyo, Japan	$9.29M	-$355K	2	0.43%	Reduced
620	JWCA J.W. Cole Advisors Tampa, Florida	$9.28M	+$7.76M	2	0.71%	New
621	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.28M	+$54.9K	1	1.15%	Increased
622	PJB Paul John Balson Marina Del Rey, California	$9.27M	+$4.68M	1	2.3%	Increased
623	RFA Reilly Financial Advisors La Mesa, California	$9.21M	-$1.27M	4	0.99%	Reduced
624	CIA Capital Impact Advisors Boston, Massachusetts	$9.13M	-$1.99M	2	2.71%	Reduced
625	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$9.08M	+$256K	2	0.65%	Increased