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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
701	FM Forward Management San Francisco, California	$3.81M	+$420K	3	0.22%	Increased
702	Churchill Management Los Angeles, California	$3.79M	+$3.65M	1	0.15%	New
703	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$3.78M	+$2.82M	4	0.45%	Increased
704	Daiwa Securities Group Tokyo, Japan	$3.77M	-$82.5K	4	0.03%	Reduced
705	Royal London Asset Management United Kingdom	$3.72M	+$4.05M	1	0.09%	New
706	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.69M	-$89.8K	1	0.74%	Reduced
707	CII CR Intrinsic Investors Stamford, Connecticut	$3.69M	+$3.34M	1	0.14%	New
708	HR Howe & Rusling Rochester, New York	$3.69M	+$373K	5	0.9%	Increased
709	Nippon Life Insurance Tokyo, Japan	$3.68M	+$854K	2	0.1%	Increased
710	B BP London, United Kingdom	$3.68M	+$3.61M	1	0.12%	New
711	Clark Capital Management Group Philadelphia, Pennsylvania	$3.68M	-$3.47M	1	0.32%	Reduced
712	SAM Symphony Asset Management San Francisco, California	$3.67M	+$1.22M	2	0.35%	Increased
713	AWCI Alpine Woods Capital Investors Purchase, New York	$3.65M	$0	1	0.2%	Maintained
714	CF CNA Financial Chicago, Illinois	$3.63M	$0	1	0.73%	Maintained
715	DC Deere & Company Moline, Illinois	$3.63M	-$445K	4	0.21%	Reduced
716	Kentucky Retirement Systems Frankfort, Kentucky	$3.63M	+$24.1K	2	0.26%	Increased
717	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.62M	-$104K	2	1.51%	Reduced
718	MIS Morningstar Investment Services Chicago, Illinois	$3.61M	+$1.07M	1	0.25%	Increased
719	CCC Chelsea Counsel Company Los Angeles, California	$3.58M	+$3.53M	1	0.73%	New
720	MLL Moody Lynn & Lieberson Boston, Massachusetts	$3.57M	+$765K	1	0.52%	Increased
721	RHBC R.H. Bluestein & Co Birmingham, Michigan	$3.56M	-$223K	4	0.24%	Reduced
722	Shelton Capital Management Denver, Colorado	$3.55M	+$273K	7	0.52%	Increased
723	WhitTier Trust Company Reno, Nevada	$3.55M	+$692K	3	0.42%	Increased
724	SAMNY Samsung Asset Management (New York) New York	$3.53M	-$217K	1	1.24%	Reduced
725	Bank of Nova Scotia Toronto, Ontario, Canada	$3.52M	+$1.76M	2	0.01%	Increased