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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	RCW Rheos Capital Works Tokyo, Japan	$16.2M	-$1.96M	2	0.97%	Reduced
627	MCM McRae Capital Management Morristown, New Jersey	$16.2M	-$2.24M	3	4.73%	Reduced
628	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$16.2M	+$2.26M	4	1.64%	Increased
629	OAM Ophir Asset Management Sydney, Australia	$16.1M	+$15.9M	1	3.1%	New
630	Vestcor Inc Fredericton, New Brunswick, Canada	$16.1M	+$641K	8	0.59%	Increased
631	AR Advisory Research Chicago, Illinois	$16.1M	-$221K	3	1.51%	Reduced
632	Lincoln National Corp Radnor, Pennsylvania	$16.1M	+$2.1M	2	0.36%	Increased
633	MC Moors & Cabot Boston, Massachusetts	$16M	-$1.5M	5	1.12%	Reduced
634	Connectus Wealth Cincinnati, Ohio	$15.9M	-$1.92M	2	0.38%	Reduced
635	Busey Bank Urbana, Illinois	$15.9M	-$198K	4	0.71%	Reduced
636	SPWM Straight Path Wealth Management Jenison, Michigan	$15.9M	+$49.6K	1	15.2%	Increased
637	Allstate Corporation Northbrook, Illinois	$15.7M	+$643K	2	0.48%	Increased
638	Allstate Investment Management Chicago, Illinois	$15.7M	+$22.9M	2	0.48%	New
639	Carson Wealth (CWM LLC) Omaha, Nebraska	$15.7M	+$4.54M	24	0.12%	Increased
640	MAM Mark Asset Management New York	$15.5M	-$6.06M	1	3.52%	Reduced
641	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$15.4M	+$16.7M	1	6.5%	Increased
642	TC Tsai Capital New York	$15.3M	+$1.26M	1	22.17%	Increased
643	Andra AP-fonden Goteborg, Sweden	$15.3M	+$13.4M	4	0.46%	Increased
644	PAIM Punch & Associates Investment Management Edina, Minnesota	$15.3M	-$25.2K	1	0.99%	Reduced
645	Walleye Trading New York	$15.2M	-$3.02M	6	0.04%	Reduced
646	USAA United Services Automobile Association San Antonio, Texas	$15.2M	-$65.2K	3	0.35%	Reduced
647	Bleakley Financial Group Fairfield, New Jersey	$15.2M	+$20M	5	0.54%	New
648	PCM Prelude Capital Management New York	$15M	-$4.65M	7	0.78%	Reduced
649	GS Gagnon Securities New York	$15M	-$203K	1	3.32%	Reduced
650	Sit Investment Associates Minneapolis, Minnesota	$15M	-$1.65M	5	0.42%	Reduced