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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	Truist Financial Charlotte, North Carolina	$4.16M	+$104K	3	0.11%	Increased
627	BCM Bourgeon Capital Management Darien, Connecticut	$4.15M	+$86.5K	1	2.51%	Increased
628	LCM Leonard Capital Management Vero Beach, Florida	$4.13M	$0	2	1.43%	Maintained
629	LSA L & S Advisors Los Angeles, California	$4.13M	+$2.07M	2	1.05%	Increased
630	AHL Partners London, United Kingdom	$4.13M	+$383K	6	0.16%	Increased
631	DC Deere & Company Moline, Illinois	$4.13M	-$2.84M	5	0.22%	Reduced
632	Scotia Capital Toronto, Ontario, Canada	$4.11M	+$998K	4	0.08%	Increased
633	M MOTCO San Antonio, Texas	$4.1M	+$68.9K	2	0.47%	Increased
634	CIC Chase Investment Counsel Charlottesville, Virginia	$4.04M	+$1.04M	1	1.47%	Increased
635	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.03M	-$460K	2	0.2%	Reduced
636	Apex Capital Management Dayton, Ohio	$4.02M	+$305K	1	0.09%	Increased
637	LCP LGT Capital Partners Pfaeffikon, Switzerland	$4.01M	-$2.31M	1	1.14%	Reduced
638	Quantbot Technologies New York	$4M	+$2.66M	6	0.72%	Increased
639	AFG American Financial Group Cincinnati, Ohio	$4M	+$581K	3	0.33%	Increased
640	WSA Wall Street Associates Lajolla, California	$4M	-$69.1K	1	0.38%	Reduced
641	ARTA A.R.T. Advisors New York	$3.99M	-$5.09M	3	0.13%	Reduced
642	PP Palladium Partners Norfolk, Virginia	$3.98M	-$136K	1	0.36%	Reduced
643	SFP Santa Fe Partners Santa Fe, New Mexico	$3.98M	+$5.31K	3	0.54%	Increased
644	SAM Securian Asset Management St Paul, Minnesota	$3.95M	-$3.62K	3	0.12%	Reduced
645	Encompass Capital Advisors New York	$3.93M	+$3.99M	1	0.83%	New
646	Old Mission Capital Chicago, Illinois	$3.92M	+$1.57M	1	0.49%	Increased
647	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$3.9M	-$1.47M	2	0.32%	Reduced
648	Sumitomo Life Insurance Tokyo, Japan	$3.88M	+$321K	2	0.47%	Increased
649	LPU Lansdowne Partners (UK) London, United Kingdom	$3.85M	+$830K	1	0.03%	Increased
650	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.84M	+$3.34M	1	0.73%	Increased