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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
626	AGM Alpine Global Management New York	$5.34M	+$4.39M	2	4.59%	Increased
627	Ameritas Investment Partners Lincoln, Nebraska	$5.34M	+$1.55M	5	0.42%	Increased
628	PFG Piershale Financial Group Barrington, Illinois	$5.27M	+$4.68M	2	6.15%	New
629	MAI Capital Management Independence, Ohio	$5.26M	+$1.09M	3	0.53%	Increased
630	CIP Centerline Investment Partners New York	$5.26M	+$5.16M	1	4.64%	New
631	SCM Salem Capital Management Woburn, Massachusetts	$5.21M	-$165K	1	2.28%	Reduced
632	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$5.18M	+$2.73M	8	0.4%	Increased
633	CAM Cypress Asset Management Houston, Texas	$5.15M	-$173K	1	0.93%	Reduced
634	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.14M	+$134K	1	1.5%	Increased
635	EI EAM Investors Solana Beach, California	$5.13M	+$2.94M	3	0.93%	Increased
636	Central Trust Company Jefferson City, Missouri	$5.1M	-$179K	4	0.42%	Reduced
637	AIC Aurora Investment Counsel Atlanta, Georgia	$5.1M	+$59K	2	3.27%	Increased
638	ST Semper Trust King Of Prussia, Pennsylvania	$5.06M	+$27.6K	1	2.06%	Increased
639	MC Moors & Cabot Boston, Massachusetts	$5.04M	+$4.96M	2	1.28%	New
640	FM Family Management New York	$5.03M	-$79.4K	1	2.62%	Reduced
641	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$4.97M	-$683K	1	0.25%	Reduced
642	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$4.96M	-$112K	1	0.29%	Reduced
643	CA Cullinan Associates Louisville, Kentucky	$4.91M	+$189K	1	0.56%	Increased
644	NIM NXG Investment Management Dallas, Texas	$4.88M	+$1.03M	2	0.14%	Increased
645	FPCM Financial Partners Capital Management New York	$4.84M	-$102K	1	1.57%	Reduced
646	1CM 1492 Capital Management Milwaukee, Wisconsin	$4.8M	+$3.19M	2	2.38%	Increased
647	Sterling Capital Management Charlotte, North Carolina	$4.74M	+$4.34M	4	0.04%	Increased
648	Profund Advisors Bethesda, Maryland	$4.7M	-$1.18M	6	0.21%	Reduced
649	HL HeadInvest LLC Portland, Maine	$4.68M	-$85.5K	2	2.02%	Reduced
650	F&C Asset Management Edinburgh, Scotland, United Kingdom	$4.68M	-$135K	2	0.06%	Reduced