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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
676	MUFG Americas New York	$3.03M	-$1.19M	4	0.1%	Reduced
677	WCM Washington Capital Management Seattle, Washington	$3.02M	-$156K	1	0.8%	Reduced
678	SAM Shell Asset Management The Hague, Netherlands	$3M	+$464K	3	0.06%	Increased
679	NG NatWest Group Edinburgh, Scotland, United Kingdom	$3M	-$127K	5	0.09%	Reduced
680	Ladenburg Thalmann Financial Services Miami, Florida	$2.97M	+$133K	13	0.1%	Increased
681	FWC First Washington Corp Seattle, Washington	$2.97M	-$78.1K	2	2.33%	Reduced
682	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.96M	+$176K	2	0.67%	Increased
683	CC ClearArc Capital Cincinnati, Ohio	$2.96M	-$470K	1	0.83%	Reduced
684	MAI Capital Management Independence, Ohio	$2.95M	+$1.94M	2	0.38%	Increased
685	AL Airain Ltd St. Peter Port, Guernsey	$2.95M	+$952K	3	0.55%	Increased
686	FC Fiera Capital New York	$2.95M	-$54.1K	2	0.19%	Reduced
687	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2.95M	+$2.83M	2	0.81%	Increased
688	Nordea Investment Management Stockholm, Sweden	$2.92M	-$547K	3	0.02%	Reduced
689	SCM Stux Capital Management New York	$2.92M	+$876K	3	0.39%	Increased
690	MCM Matterhorn Capital Management San Antonio, Texas	$2.92M	+$70.7K	1	1.46%	Increased
691	Tower Research Capital (TRC) New York	$2.91M	+$2.08M	20	0.31%	Increased
692	BAM Burnham Asset Management New York	$2.9M	+$1.49M	2	0.72%	Increased
693	Stephens Investment Management Group Houston, Texas	$2.88M	-$8.08M	2	0.1%	Reduced
694	Carnegie Investment Counsel Pepper Pike, Ohio	$2.87M	+$103K	1	0.88%	Increased
695	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.8M	-$1.98M	2	1.87%	Reduced
696	OI Oakbrook Investments Lisle, Illinois	$2.8M	-$628K	3	0.08%	Reduced
697	Wilmington Trust National Association Wilmington, Delaware	$2.78M	-$292K	3	0.11%	Reduced
698	Mutual of America Capital Management New York	$2.77M	+$210K	2	0.08%	Increased
699	AF Ally Financial Detroit, Michigan	$2.75M	$0	1	0.3%	Maintained
700	JCM JD Capital Management Darien, Connecticut	$2.74M	+$1.53M	1	0.28%	Increased