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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	PCM Prelude Capital Management New York	$4.2M	+$3.2M	8	0.56%	Increased
677	PIA Peachtree Investment Advisors Atlanta, Georgia	$4.17M	-$1.96M	2	2.84%	Reduced
678	FAM Futuris Asset Management Stockholm, Sweden	$4.17M	+$4.02M	1	4.01%	New
679	JGC J. Goldman & Co New York	$4.17M	+$4.02M	1	0.31%	New
680	YIA YHB Investment Advisors West Hartford, Connecticut	$4.17M	+$207K	1	1.06%	Increased
681	AGF Investments Inc Toronto, Ontario, Canada	$4.15M	-$531K	5	0.04%	Reduced
682	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$4.13M	+$238K	1	0.51%	Increased
683	GF Goodman Financial Houston, Texas	$4.11M	+$240K	1	2.51%	Increased
684	Curi RMB Capital Chicago, Illinois	$4.1M	-$259K	2	0.28%	Reduced
685	VHMC Value Holdings Management Company Hampton Bays, New York	$4.09M	+$965K	2	2.97%	Increased
686	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.08M	+$1.47M	1	0.03%	Increased
687	BPIM Brant Point Investment Management New York	$4.07M	-$8.53M	1	0.39%	Reduced
688	Acadian Asset Management Boston, Massachusetts	$4.06M	+$2.12M	4	0.02%	Increased
689	SIG Schooner Investment Group Wayne, Pennsylvania	$4.06M	+$1.47M	1	1.02%	Increased
690	ETM Euclidean Technologies Management Seattle, Washington	$3.98M	+$872K	1	3.48%	Increased
691	Oberweis Asset Management Lisle, Illinois	$3.97M	-$835K	1	0.83%	Reduced
692	BA Broadview Advisors Milwaukee, Wisconsin	$3.9M	-$2.8M	1	0.39%	Reduced
693	CHAM Clear Harbor Asset Management Stamford, Connecticut	$3.9M	+$2.05M	3	0.91%	Increased
694	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.87M	+$8.72K	1	0.02%	Increased
695	HM Payson & Co Portland, Maine	$3.86M	-$756K	1	0.2%	Reduced
696	BAM Burnham Asset Management New York	$3.85M	+$358K	2	0.91%	Increased
697	FTC Farmers Trust Company Youngstown, Ohio	$3.85M	-$54.4K	2	1.35%	Reduced
698	Sumitomo Life Insurance Tokyo, Japan	$3.85M	-$473K	1	0.37%	Reduced
699	ECM EagleClaw Capital Management Boston, Massachusetts	$3.82M	+$3.74M	1	2.76%	New
700	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.82M	-$285K	2	0.82%	Reduced