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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	Andra AP-fonden Goteborg, Sweden	$4.88M	+$423K	1	0.11%	Increased
627	RCP RIT Capital Partners London, United Kingdom	$4.88M	+$4.79M	1	10.32%	New
628	First Allied Advisory Services San Diego, California	$4.87M	-$707K	4	0.21%	Reduced
629	Stephens Inc Little Rock, Arkansas	$4.85M	-$573K	1	0.18%	Reduced
630	PEAK6 Group Chicago, Illinois	$4.82M	-$2.1M	5	0.02%	Reduced
631	DZ Bank Frankfurt Am Main, Germany	$4.76M	-$2.06M	5	0.02%	Reduced
632	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4.75M	-$486K	2	2.1%	Reduced
633	First Citizens Bank & Trust Raleigh, North Carolina	$4.7M	+$31.3K	2	0.61%	Increased
634	PCM Penn Capital Management Philadelphia, Pennsylvania	$4.68M	+$126K	2	0.34%	Increased
635	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$4.65M	-$3.33M	1	2.14%	Reduced
636	FTB First Trust Bank Nassau, Bahamas	$4.63M	$0	1	16.48%	Maintained
637	DWA Dorsey Wright & Associates Pasadena, California	$4.56M	+$4.89M	1	1.05%	New
638	Vident Investment Advisory Alpharetta, Georgia	$4.55M	+$1.62M	4	0.25%	Increased
639	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.55M	+$92.8K	9	0.03%	Increased
640	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$4.52M	-$1.67M	2	1.4%	Reduced
641	Nikko Asset Management Americas New York	$4.51M	+$4.44M	1	0.22%	New
642	SNB Security National Bank Omaha, Nebraska	$4.5M	$0	1	3.08%	Maintained
643	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.48M	+$2.66M	3	1.08%	Increased
644	GS GAM Systematic Cambridge, United Kingdom	$4.46M	-$1.02M	5	0.64%	Reduced
645	GIA Granite Investment Advisors Concord, New Hampshire	$4.45M	-$189K	1	0.81%	Reduced
646	FWSM First Wilshire Securities Management Pasadena, California	$4.44M	-$136K	2	1.26%	Reduced
647	BCFA BP Capital Fund Advisors Dallas, Texas	$4.43M	-$16.9K	1	1.91%	Reduced
648	MC Marcus Capital Northbrook, Illinois	$4.38M	-$2.6M	1	6.23%	Reduced
649	BOK Financial Tulsa, Oklahoma	$4.37M	+$304K	5	0.13%	Increased
650	CHAM Clear Harbor Asset Management Stamford, Connecticut	$4.36M	+$21.5K	1	0.86%	Increased