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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	AF Advisornet Financial Minnetonka, Minnesota	$5.28M	-$3.8M	9	0.49%	Reduced
627	NCM Nelson Capital Management Menlo Park, California	$5.28M	-$4.13K	1	1.42%	Reduced
628	First National Trust Hermitage, Pennsylvania	$5.25M	-$91.6K	2	0.52%	Reduced
629	State of Michigan Retirement System Lansing, Michigan	$5.25M	-$397K	6	0.06%	Reduced
630	Virginia Retirement Systems Richmond, Virginia	$5.25M	-$1.94M	6	0.07%	Reduced
631	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$5.24M	$0	1	0.1%	Maintained
632	Varma Mutual Pension Insurance Co Helsinki, Finland	$5.24M	+$6.22M	1	0.16%	New
633	WFI West Family Investments Carlsbad, California	$5.24M	+$6.22M	1	2.09%	New
634	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$5.24M	+$6.21M	1	0.53%	New
635	AF Alerus Financial Grand Forks, North Dakota	$5.23M	+$1.4M	1	0.72%	Increased
636	AIM Aigen Investment Management New York	$5.23M	+$5.9M	7	0.69%	Increased
637	HA Heartland Advisors Milwaukee, Wisconsin	$5.22M	-$8.74M	3	0.56%	Reduced
638	RCM Rutabaga Capital Management Boston, Massachusetts	$5.22M	-$1.69M	1	3.13%	Reduced
639	BRA Biechele Royce Advisors Fishers, Indiana	$5.21M	-$172K	1	4.01%	Reduced
640	WTFG Wells Trecaso Financial Group Akron, Ohio	$5.21M	+$262K	2	4.64%	Increased
641	Raymond James Trust St. Petersburg, Florida	$5.21M	-$162K	5	0.31%	Reduced
642	First Manhattan New York	$5.2M	-$142K	8	0.03%	Reduced
643	GH GAM Holding Zurich, Switzerland	$5.17M	-$1.97M	1	0.35%	Reduced
644	WhitTier Trust Company Reno, Nevada	$5.17M	+$308K	4	0.4%	Increased
645	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.14M	-$1.31M	4	2.36%	Reduced
646	SAM Securian Asset Management St Paul, Minnesota	$5.14M	-$73.1K	7	0.15%	Reduced
647	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.13M	-$217K	1	1.62%	Reduced
648	CF Copperwynd Financial Scottsdale, Arizona	$5.13M	+$5.56M	2	2.43%	Increased
649	EWM Endurance Wealth Management Providence, Rhode Island	$5.11M	-$912K	6	0.98%	Reduced
650	MCM Matarin Capital Management New York	$5.11M	+$61K	1	0.79%	Increased