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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	Evergreen Capital Management Bellevue, Washington	$3.07M	-$82.9K	1	0.75%	Reduced
702	Braun Stacey Associates New York	$3.07M	+$3.11M	4	0.13%	New
703	Scout Investments Kansas City, Missouri	$3.06M	+$6.65K	1	0.06%	Increased
704	TCM Tradition Capital Management Summit, New Jersey	$3.04M	+$352K	2	0.99%	Increased
705	YIA YHB Investment Advisors West Hartford, Connecticut	$3.04M	-$162K	1	0.66%	Reduced
706	Graham Capital Management Rowayton, Connecticut	$3.02M	+$2.67M	1	0.17%	New
707	Calamos Wealth Management Naperville, Illinois	$3.02M	-$396K	1	0.71%	Reduced
708	Huntington National Bank Columbus, Ohio	$3M	-$127K	9	0.07%	Reduced
709	TMC Trellus Management Company Delray Beach, Florida	$3M	$0	2	3.39%	Maintained
710	CO Caldwell & Orkin Norcross, Georgia	$2.99M	+$1.23M	1	1.74%	Increased
711	VAM Visionary Asset Management Houston, Texas	$2.97M	-$256K	1	0.99%	Reduced
712	JAM JCIC Asset Management Toronto, Ontario, Canada	$2.96M	-$52.9K	1	0.53%	Reduced
713	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.96M	+$1.2M	1	1.85%	Increased
714	HCA Horan Capital Advisors Cincinnati, Ohio	$2.95M	-$884K	1	2.48%	Reduced
715	EA Euclid Advisors Hartford, Connecticut	$2.93M	+$3.06M	2	0.06%	New
716	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.9M	+$3.03M	1	0.59%	New
717	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$2.87M	+$70.9K	1	1.37%	Increased
718	Curi RMB Capital Chicago, Illinois	$2.84M	-$2.41K	1	0.19%	Reduced
719	IAM Impax Asset Management Portsmouth, New Hampshire	$2.84M	-$1.94M	1	0.15%	Reduced
720	TCW Group Los Angeles, California	$2.83M	-$8.59M	2	0.02%	Reduced
721	COI Connable Office Inc Kalamazoo, Michigan	$2.83M	-$45.7K	2	0.75%	Reduced
722	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.81M	-$751	3	0.52%	Reduced
723	OI Oakbrook Investments Lisle, Illinois	$2.81M	-$511K	2	0.17%	Reduced
724	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.8M	-$1.88M	2	0.35%	Reduced
725	NFGCM Norman Fields Gottscho Capital Management New York	$2.8M	$0	1	1.75%	Maintained