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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
651	FSA Financial Sense Advisors San Diego, California	$4.68M	+$499K	1	2.02%	Increased
652	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.67M	-$62.8K	1	1.64%	Reduced
653	AL AJO LP Philadelphia, Pennsylvania	$4.66M	+$5.21M	3	0.02%	New
654	GIM Goelzer Investment Management Carmel, Indiana	$4.61M	+$194K	1	0.82%	Increased
655	BPM Bowling Portfolio Management Cincinnati, Ohio	$4.59M	-$213K	1	1.09%	Reduced
656	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$4.59M	+$4.42M	1	0.76%	New
657	NI Nepsis Inc Minneapolis, Minnesota	$4.53M	+$359K	1	2.75%	Increased
658	GAM Garrison Asset Management Fayetteville, Arkansas	$4.52M	+$79.5K	2	3.53%	Increased
659	HPA Hilltop Park Associates New York	$4.51M	-$754K	1	5.18%	Reduced
660	SAM Securian Asset Management St Paul, Minnesota	$4.49M	+$9.77K	3	0.16%	Increased
661	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$4.47M	+$4.39M	1	1.7%	New
662	Aberdeen Asset Management Aberdeen, United Kingdom	$4.46M	+$33	2	0.01%	Increased
663	BP Banyan Partners Palm Beach Gardens, Florida	$4.4M	-$155K	1	0.38%	Reduced
664	MC Metalmark Capital New York	$4.39M	+$1.75K	1	99.52%	Increased
665	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.38M	+$579K	3	0.18%	Increased
666	Snyder Capital Management San Francisco, California	$4.38M	+$1.46M	1	0.23%	Increased
667	OA OFI Advisors Philadelphia, Pennsylvania	$4.29M	+$186K	7	0.33%	Increased
668	MAM Mizuho Asset Management Tokyo, Japan	$4.28M	-$89.9K	3	0.85%	Reduced
669	PP Patten & Patten Chattanooga, Tennessee	$4.25M	+$307K	2	0.57%	Increased
670	SCM Seamans Capital Management Boston, Massachusetts	$4.24M	-$2.23M	3	5.67%	Reduced
671	AIA Alerus Investment Advisors Wayzata, Minnesota	$4.24M	-$2.51M	2	0.91%	Reduced
672	Hennessy Advisors Inc Novato, California	$4.23M	+$616K	1	0.16%	Increased
673	NPA Nichols & Pratt Advisers Boston, Massachusetts	$4.23M	+$2.64M	1	0.38%	Increased
674	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$4.22M	+$967K	1	1.04%	Increased
675	SCM Signia Capital Management Spokane, Washington	$4.21M	-$7.7K	2	1.53%	Reduced