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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	Weiss Asset Management Boston, Massachusetts	$9.05M	-$15.6M	2	0.37%	Reduced
627	BAM Barrett Asset Management New York	$9.02M	+$101K	3	0.53%	Increased
628	Barings Charlotte, North Carolina	$8.97M	+$2.54M	4	0.21%	Increased
629	SteelPeak Wealth Woodland Hills, California	$8.95M	-$1.18M	1	0.96%	Reduced
630	PP Paloma Partners Greenwich, Connecticut	$8.84M	-$22.2M	12	0.22%	Reduced
631	CRB Chad R. Baker	$8.84M	$0	1	2.38%	Maintained
632	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.81M	-$1.03M	5	1.25%	Reduced
633	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$8.8M	+$136K	2	2.08%	Increased
634	FHA Flagship Harbor Advisors Boston, Massachusetts	$8.78M	+$734K	9	1.19%	Increased
635	IM Islet Management New York	$8.78M	+$6.67M	1	0.6%	New
636	Huntington National Bank Columbus, Ohio	$8.75M	+$1.77M	12	0.13%	Increased
637	CTI Community Trust & Investment Versailles, Kentucky	$8.75M	-$60.3K	1	1%	Reduced
638	Orion Portfolio Solutions Omaha, Nebraska	$8.74M	-$21.1K	3	0.45%	Reduced
639	Wealthspire Advisors (Maryland) Potomac, Maryland	$8.7M	+$170K	2	0.31%	Increased
640	AI Atom Investors Austin, Texas	$8.69M	-$5.67M	5	0.83%	Reduced
641	Cetera Investment Advisers Schaumburg, Illinois	$8.66M	+$4.46M	2	0.71%	Increased
642	Hancock Whitney Gulfport, Mississippi	$8.65M	-$2.29K	5	0.32%	Reduced
643	TCTC Holdings Dallas, Texas	$8.64M	+$54.1K	3	0.53%	Increased
644	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$8.63M	-$1.07M	3	0.95%	Reduced
645	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$8.62M	-$2.06K	2	0.38%	Reduced
646	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.61M	+$1.41M	10	0.4%	Increased
647	EIM Essex Investment Management Boston, Massachusetts	$8.57M	-$5.05M	6	1.23%	Reduced
648	Karpus Investment Management Pittsford, New York	$8.57M	+$7.62M	1	0.31%	Increased
649	Sit Investment Associates Minneapolis, Minnesota	$8.52M	-$3.53M	2	0.25%	Reduced
650	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.5M	+$857K	2	0.77%	Increased