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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	HR Howe & Rusling Rochester, New York	$4.05M	+$771K	5	0.91%	Increased
627	Bridgeway Capital Management Houston, Texas	$4.01M	+$407K	4	0.08%	Increased
628	M MOTCO San Antonio, Texas	$4M	-$223K	2	0.45%	Reduced
629	KCA KR Capital Advisors New York	$3.99M	-$2.73M	1	1.36%	Reduced
630	SAM Securian Asset Management St Paul, Minnesota	$3.98M	+$73.9K	3	0.12%	Increased
631	SFP Santa Fe Partners Santa Fe, New Mexico	$3.97M	+$1.81M	2	0.48%	Increased
632	ST Semper Trust King Of Prussia, Pennsylvania	$3.96M	-$559K	1	1.72%	Reduced
633	Ameritas Investment Partners Lincoln, Nebraska	$3.92M	+$1.71M	5	0.26%	Increased
634	KFS Kurt F. Somerville	$3.88M	+$384K	2	0.88%	Increased
635	AFG American Financial Group Cincinnati, Ohio	$3.85M	-$8.05M	2	0.31%	Reduced
636	BPBT Boston Private Bank & Trust Boston, Massachusetts	$3.83M	-$2.4M	7	0.18%	Reduced
637	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.82M	+$606K	4	0.49%	Increased
638	HCA Horan Capital Advisors Cincinnati, Ohio	$3.82M	+$128K	1	3.19%	Increased
639	EverPoint Asset Management Stamford, Connecticut	$3.8M	+$473K	2	0.07%	Increased
640	EIM Essex Investment Management Boston, Massachusetts	$3.77M	-$4.29M	2	0.53%	Reduced
641	AHL Partners London, United Kingdom	$3.77M	+$364K	4	0.15%	Increased
642	Cullen Capital Management New York	$3.73M	-$3.07M	2	0.1%	Reduced
643	FA FDx Advisors Chicago, Illinois	$3.72M	+$640K	3	0.08%	Increased
644	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.72M	-$158K	1	0.18%	Reduced
645	ACM Archer Capital Management New York	$3.69M	+$3.65M	1	0.36%	New
646	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$3.53M	-$791K	1	0.96%	Reduced
647	CA Cullinan Associates Louisville, Kentucky	$3.53M	-$274K	1	0.27%	Reduced
648	Gradient Investments Arden Hills, Minnesota	$3.53M	-$145K	2	0.53%	Reduced
649	MIM Marco Investment Management Atlanta, Georgia	$3.51M	+$57.8K	1	0.61%	Increased
650	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.51M	+$106K	1	0.02%	Increased