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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	LOAMU Lombard Odier Asset Management (USA) New York	$2.38M	+$2.6M	1	0.29%	New
702	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.36M	+$46.2K	2	0.92%	Increased
703	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.34M	+$7.98K	1	0.8%	Increased
704	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.32M	+$524K	2	1.68%	Increased
705	MCP Mirador Capital Partners Pleasanton, California	$2.31M	+$2.33M	1	2.32%	New
706	Nippon Life Global Investors Americas New York	$2.31M	-$5.95M	1	0.22%	Reduced
707	Boston Financial Management Boston, Massachusetts	$2.31M	+$2.38M	1	0.19%	New
708	ANI American National Insurance Galveston, Texas	$2.31M	$0	2	0.14%	Maintained
709	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.31M	+$211K	2	0.33%	Increased
710	Pacer Advisors Malvern, Pennsylvania	$2.3M	+$902K	4	0.36%	Increased
711	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.29M	-$109K	2	0.1%	Reduced
712	CAM Carret Asset Management New York	$2.27M	-$614	1	0.44%	Reduced
713	OA Oak Associates Akron, Ohio	$2.26M	+$234K	1	0.27%	Increased
714	CT Chicago Trust Grayslake, Illinois	$2.25M	-$106K	1	0.92%	Reduced
715	Eastern Bank Boston, Massachusetts	$2.25M	+$76.7K	1	0.18%	Increased
716	SIM Spark Investment Management New York	$2.23M	-$514K	3	0.21%	Reduced
717	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$2.22M	+$44.8K	1	0.51%	Increased
718	GP GLG Partners London, United Kingdom	$2.21M	-$843K	1	0.07%	Reduced
719	FAB First American Bank Dundee, Illinois	$2.21M	+$57.5K	1	0.21%	Increased
720	Raymond James Trust St. Petersburg, Florida	$2.2M	+$70K	2	0.19%	Increased
721	Tower Research Capital (TRC) New York	$2.19M	+$1.74M	19	0.21%	Increased
722	Palisade Capital Management Fort Lee, New Jersey	$2.19M	-$2.23M	1	0.08%	Reduced
723	ISB Iowa State Bank Urbandale, Iowa	$2.19M	+$109K	1	1.18%	Increased
724	Virginia Retirement Systems Richmond, Virginia	$2.18M	+$2.28M	2	0.03%	New
725	Rathbones Group Liverpool, United Kingdom	$2.18M	+$772K	1	0.12%	Increased