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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	FTC Farmers Trust Company Youngstown, Ohio	$3.83M	+$400K	2	1.28%	Increased
652	Cambridge Investment Research Advisors Fairfield, Iowa	$3.83M	+$139K	4	0.11%	Increased
653	PAA Peregrine Asset Advisers Portland, Oregon	$3.79M	+$3.48M	2	2.84%	Increased
654	KCA KR Capital Advisors New York	$3.74M	-$237K	1	1.35%	Reduced
655	OPCM Osborne Partners Capital Management San Francisco, California	$3.73M	+$347K	1	0.5%	Increased
656	NC NBW Capital Boston, Massachusetts	$3.73M	+$775K	1	0.86%	Increased
657	FA FDx Advisors Chicago, Illinois	$3.71M	-$45.2K	3	0.18%	Reduced
658	PAM Paradigm Asset Management New York	$3.69M	$0	2	0.41%	Maintained
659	GE General Electric Evendale, Ohio	$3.69M	+$722K	1	0.01%	Increased
660	QS Investors New York	$3.69M	+$2.8M	4	0.05%	Increased
661	Gradient Investments Arden Hills, Minnesota	$3.68M	+$188K	2	0.5%	Increased
662	Norinchukin Bank Tokyo, Japan	$3.68M	+$288K	2	0.09%	Increased
663	F.L. Putnam Investment Management Lynnfield, Massachusetts	$3.66M	+$2.34M	1	0.41%	Increased
664	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.61M	-$53.8K	1	0.19%	Reduced
665	ST Semper Trust King Of Prussia, Pennsylvania	$3.59M	-$359K	1	1.67%	Reduced
666	Amalgamated Bank New York	$3.56M	+$1.49M	6	0.35%	Increased
667	Nippon Life Insurance Tokyo, Japan	$3.54M	-$151K	2	0.09%	Reduced
668	People's United Financial Bridgeport, Connecticut	$3.54M	+$243K	4	0.19%	Increased
669	RA Rational Advisors Huntington, New York	$3.51M	-$18.1K	2	1.13%	Reduced
670	MIM Marco Investment Management Atlanta, Georgia	$3.49M	$0	1	0.58%	Maintained
671	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.48M	+$21.3K	1	0.02%	Increased
672	SGH Schonfeld Group Holdings Jericho, New York	$3.48M	+$3.07M	1	3.2%	New
673	Raymond James Trust St. Petersburg, Florida	$3.44M	+$150K	2	0.36%	Increased
674	CA Cullinan Associates Louisville, Kentucky	$3.42M	-$84.7K	1	0.28%	Reduced
675	Donaldson Capital Management Evansville, Indiana	$3.42M	-$12.4M	1	0.49%	Reduced