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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	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.1M	+$412K	1	1%	Increased
652	NAM NorthCoast Asset Management Greenwich, Connecticut	$13M	+$5.79M	3	0.53%	Increased
653	Verition Fund Management Greenwich, Connecticut	$13M	+$3.92M	11	0.15%	Increased
654	MCM McRae Capital Management Morristown, New Jersey	$12.9M	-$101K	2	3.2%	Reduced
655	TCTC Holdings Dallas, Texas	$12.8M	+$68.2K	5	0.61%	Increased
656	PIM Profit Investment Management North Bethesda, Maryland	$12.8M	-$1.44M	3	7.31%	Reduced
657	Veritable Wilmington, Delaware	$12.8M	-$963K	6	0.22%	Reduced
658	BAM Barrett Asset Management New York	$12.8M	+$551K	4	0.63%	Increased
659	Independent Advisor Alliance Charlotte, North Carolina	$12.8M	-$8.32M	4	0.76%	Reduced
660	PPCM Pillar Pacific Capital Management Pacifica, California	$12.7M	-$7.03M	5	0.99%	Reduced
661	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$12.7M	+$6.48M	3	0.52%	Increased
662	FTCM Fir Tree Capital Management New York	$12.7M	-$4.33M	2	0.51%	Reduced
663	CC Cannell & Co New York	$12.7M	-$176K	2	0.4%	Reduced
664	Haverford Trust Company Radnor, Pennsylvania	$12.6M	-$494K	4	0.16%	Reduced
665	RIA RP Investment Advisors Toronto, Ontario, Canada	$12.6M	+$13.3M	1	1.69%	New
666	CL CPWM LLC Seattle, Washington	$12.6M	-$1.77M	1	1.08%	Reduced
667	Raymond James Trust St. Petersburg, Florida	$12.6M	+$970K	7	0.44%	Increased
668	AF Alerus Financial Grand Forks, North Dakota	$12.5M	+$2.1M	2	1.32%	Increased
669	Rathbones Group Liverpool, United Kingdom	$12.5M	-$4.37M	1	0.16%	Reduced
670	WesBanco Bank Wheeling, West Virginia	$12.5M	+$11.7M	3	0.49%	New
671	Heard Capital LLC Chicago, Illinois	$12.4M	-$190K	1	3.48%	Reduced
672	LSA L & S Advisors Los Angeles, California	$12.4M	-$53.6K	2	1.41%	Reduced
673	Cambiar Investors Denver, Colorado	$12.4M	+$1.8M	2	0.43%	Increased
674	Caption Management Oklahoma City, Oklahoma	$12.4M	+$3.86M	3	0.27%	Increased
675	Engineers Gate Manager New York	$12.4M	+$7.74M	9	0.61%	Increased