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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	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.33M	$0	4	0.09%	Maintained
677	Clark Capital Management Group Philadelphia, Pennsylvania	$4.33M	+$323K	1	0.11%	Increased
678	Snyder Capital Management San Francisco, California	$4.32M	+$356K	1	0.19%	Increased
679	ARTA A.R.T. Advisors New York	$4.31M	-$3.12M	8	0.2%	Reduced
680	DIP DT Investment Partners Chadds Ford, Pennsylvania	$4.28M	+$328K	1	0.61%	Increased
681	AIM Assured Investment Management New York	$4.27M	+$1.71M	7	0.08%	Increased
682	BCM Bourgeon Capital Management Darien, Connecticut	$4.23M	+$378K	1	2.18%	Increased
683	TIM Thompson Investment Management Madison, Wisconsin	$4.23M	+$12.5K	1	0.75%	Increased
684	BDS Banco de Sabadell Miami, Florida	$4.22M	+$176K	4	0.46%	Increased
685	FNT First Nebraska Trust Lincoln, Nebraska	$4.19M	-$133K	1	0.71%	Reduced
686	FTC Farmers Trust Company Youngstown, Ohio	$4.19M	+$3.13M	2	1.18%	Increased
687	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.18M	+$1.48M	1	1.07%	Increased
688	Tiedemann Advisors New York	$4.15M	+$60K	1	0.25%	Increased
689	Sit Investment Associates Minneapolis, Minnesota	$4.13M	-$921K	1	0.11%	Reduced
690	CG Cutler Group San Francisco, California	$4.13M	-$128K	8	0.29%	Reduced
691	TCM Teza Capital Management Chicago, Illinois	$4.13M	+$979K	2	0.95%	Increased
692	ECM EagleClaw Capital Management Boston, Massachusetts	$4.11M	$0	1	1.8%	Maintained
693	Carson Wealth (CWM LLC) Omaha, Nebraska	$4.07M	+$1.08M	10	0.1%	Increased
694	M MOTCO San Antonio, Texas	$4.06M	+$48.1K	2	0.4%	Increased
695	PT Plimoth Trust Plymouth, Massachusetts	$4.06M	-$82.4K	1	1.31%	Reduced
696	First National Trust Hermitage, Pennsylvania	$4.06M	+$54.6K	1	0.41%	Increased
697	T TOBAM Paris, France	$4.04M	+$4.77M	1	0.17%	New
698	Tower Research Capital (TRC) New York	$4.02M	-$2.77M	23	0.29%	Reduced
699	First Horizon Advisors Memphis, Tennessee	$4.02M	+$193K	6	0.31%	Increased
700	AOWM Alpha Omega Wealth Management Richmond, Virginia	$4.02M	-$21K	3	1.8%	Reduced