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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	Nomura Holdings Tokyo, Japan	$15M	-$62.7M	5	0.04%	Reduced
627	Brookfield Corp Toronto, Ontario, Canada	$14.9M	+$15M	4	0.07%	New
628	LHC Lodge Hill Capital New York	$14.9M	-$3.48M	1	4.32%	Reduced
629	Allstate Corporation Northbrook, Illinois	$14.9M	-$1.01M	3	0.5%	Reduced
630	Hancock Whitney Gulfport, Mississippi	$14.9M	-$641K	9	0.48%	Reduced
631	PIM Profit Investment Management North Bethesda, Maryland	$14.8M	$0	3	7.84%	Maintained
632	UMB Bank Kansas City, Missouri	$14.8M	+$7.36M	2	0.34%	Increased
633	MFAM Motley Fool Asset Management Alexandria, Virginia	$14.7M	-$1.1M	1	0.97%	Reduced
634	Stephens Inc Little Rock, Arkansas	$14.7M	+$466K	4	0.22%	Increased
635	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$14.7M	+$216K	1	0.59%	Increased
636	PWA Pinnacle Wealth Advisors Nashville, Tennessee	$14.7M	+$14.3M	1	0.59%	New
637	IP Intellectus Partners San Francisco, California	$14.6M	+$345K	1	3.3%	Increased
638	Atria Investments Charlotte, North Carolina	$14.6M	-$420K	4	0.28%	Reduced
639	DIA Davidson Investment Advisors Great Falls, Montana	$14.5M	-$94.3K	1	1.16%	Reduced
640	Third Point New York	$14.5M	$0	1	0.08%	Maintained
641	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.5M	+$281K	2	1.31%	Increased
642	Thompson Siegel & Walmsley Richmond, Virginia	$14.5M	-$1.96M	5	0.2%	Reduced
643	BAM Barrett Asset Management New York	$14.3M	+$501K	4	0.66%	Increased
644	SCM SIR Capital Management New York	$14.2M	-$10.8M	3	2.11%	Reduced
645	NAM NorthCoast Asset Management Greenwich, Connecticut	$14.2M	+$562K	3	0.51%	Increased
646	Harbour Investments Madison, Wisconsin	$14.2M	+$1.7M	20	0.45%	Increased
647	First National Trust Hermitage, Pennsylvania	$14.2M	+$3.2M	2	0.86%	Increased
648	TCM Twin Capital Management Mcmurray, Pennsylvania	$14.2M	+$12.9K	2	1.3%	Increased
649	Weiss Asset Management Boston, Massachusetts	$14.1M	+$4.35M	2	0.35%	Increased
650	Atalanta Sosnoff Capital New York	$14.1M	+$184K	1	0.33%	Increased