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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	Orion Portfolio Solutions Omaha, Nebraska	$12.9M	+$190K	3	0.6%	Increased
652	PHK Point72 Hong Kong Hong Kong	$12.9M	+$10.1M	10	0.58%	Increased
653	ICM ISZO Capital Management New York	$12.8M	+$11.2M	1	13.41%	New
654	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$12.8M	+$1.82M	3	0.75%	Increased
655	Robeco Schweiz Zurich, Switzerland	$12.8M	-$4.11M	1	0.27%	Reduced
656	Sumitomo Life Insurance Tokyo, Japan	$12.7M	-$1.2M	2	0.54%	Reduced
657	Prospera Financial Services Dallas, Texas	$12.6M	+$8.2M	3	0.87%	Increased
658	NI Nuance Investments Kansas City, Missouri	$12.6M	-$60.4K	1	0.24%	Reduced
659	EI EAM Investors Solana Beach, California	$12.6M	+$348K	5	2.06%	Increased
660	Atria Investments Charlotte, North Carolina	$12.6M	+$1.91M	4	0.3%	Increased
661	Carnegie Investment Counsel Pepper Pike, Ohio	$12.4M	-$355K	3	0.56%	Reduced
662	Brighton Jones LLC Seattle, Washington	$12.4M	-$447K	1	0.77%	Reduced
663	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12.3M	+$1.96M	8	0.64%	Increased
664	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.3M	-$3.14M	1	2.43%	Reduced
665	TU TDAM USA Toronto, Ontario, Canada	$12.2M	-$1.49M	2	0.77%	Reduced
666	CFG Cooper Financial Group Irvine, California	$12.2M	+$1.98M	2	2.49%	Increased
667	SC Shellback Capital Boston, Massachusetts	$12.2M	-$6.11M	1	0.97%	Reduced
668	NFG Next Financial Group Houston, Texas	$12.1M	-$594K	13	1.16%	Reduced
669	PIM Profit Investment Management North Bethesda, Maryland	$12.1M	+$8.7K	3	7.78%	Increased
670	NIA NIA Impact Advisors Berkeley, California	$12.1M	+$8M	3	6.32%	New
671	Wolverine Trading Chicago, Illinois	$12.1M	-$45.6M	8	0.02%	Reduced
672	Group One Trading Chicago, Illinois	$12.1M	+$3.22M	9	0.02%	Increased
673	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$12M	-$139K	3	1.19%	Reduced
674	FHA Flagship Harbor Advisors Boston, Massachusetts	$12M	-$1.76M	1	1.49%	Reduced
675	WP WealthShield Partners Cary, North Carolina	$12M	+$8.08M	3	2.21%	Increased