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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	SC Skylands Capital Milwaukee, Wisconsin	$5.39M	+$2.82M	2	0.7%	Increased
627	Choate Investment Advisors Boston, Massachusetts	$5.37M	-$14.1K	2	0.3%	Reduced
628	WTFG Wells Trecaso Financial Group Akron, Ohio	$5.36M	+$1.88K	2	4.44%	Increased
629	Brookstone Capital Management Wheaton, Illinois	$5.34M	-$569K	2	0.41%	Reduced
630	DCM Divisar Capital Management San Francisco, California	$5.34M	+$1.68M	1	1.7%	Increased
631	DCM Dean Capital Management Overland Park, Kansas	$5.33M	-$189K	3	3.75%	Reduced
632	Algert Global San Francisco, California	$5.32M	-$2.44M	4	1.15%	Reduced
633	People's United Financial Bridgeport, Connecticut	$5.31M	+$14.9K	5	0.16%	Increased
634	Driehaus Capital Management Chicago, Illinois	$5.26M	-$5.78M	2	0.16%	Reduced
635	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.25M	-$534K	13	0.03%	Reduced
636	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$5.24M	+$79.8K	2	1.86%	Increased
637	PP Paloma Partners Greenwich, Connecticut	$5.24M	-$2.16M	5	0.07%	Reduced
638	SIM Spark Investment Management New York	$5.2M	+$5.12M	3	0.3%	New
639	Holocene Advisors New York	$5.17M	+$4.11M	8	0.08%	Increased
640	Vident Investment Advisory Alpharetta, Georgia	$5.16M	+$3.87M	4	0.2%	Increased
641	Quadrature Capital London, United Kingdom	$5.11M	+$3.77M	2	0.42%	Increased
642	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.1M	+$467K	1	1.53%	Increased
643	Caxton Associates (New York) New York	$5.08M	-$6.28M	2	0.35%	Reduced
644	Trexquant Investment Stamford, Connecticut	$5.07M	+$1.49M	5	0.38%	Increased
645	Eventide Asset Management Boston, Massachusetts	$5.01M	+$265K	2	0.18%	Increased
646	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.98M	-$212K	1	0.73%	Reduced
647	Cerity Partners New York	$4.93M	-$118K	4	0.34%	Reduced
648	Mariner Overland Park, Kansas	$4.89M	+$889K	4	0.13%	Increased
649	MCM Marathon Capital Management Hunt Valley, Maryland	$4.88M	-$182K	2	1.89%	Reduced
650	JC JBF Capital Aspen, Colorado	$4.87M	-$6.29M	1	0.72%	Reduced