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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	BCM Brown Capital Management Baltimore, Maryland	$2.83M	-$8.58M	1	0.04%	Reduced
702	WPC White Pine Capital Bloomington, Minnesota	$2.83M	+$257K	2	1.2%	Increased
703	ClearBridge Investments New York	$2.83M	-$67K	2	0%	Reduced
704	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.78M	$0	2	0.12%	Maintained
705	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.77M	+$75K	4	0.05%	Increased
706	ISB Iowa State Bank Urbandale, Iowa	$2.75M	+$78.7K	1	1.41%	Increased
707	Spot Trading Chicago, Illinois	$2.75M	+$970K	5	0.06%	Increased
708	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.73M	+$706K	2	2.47%	Increased
709	HCA Horan Capital Advisors Cincinnati, Ohio	$2.71M	-$656	1	2.02%	Reduced
710	Hennessy Advisors Inc Novato, California	$2.7M	+$32.8K	1	0.08%	Increased
711	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.69M	+$1.98M	3	1.24%	Increased
712	Sit Investment Associates Minneapolis, Minnesota	$2.67M	+$1.28M	1	0.07%	Increased
713	FCM Flinton Capital Management Philadelphia, Pennsylvania	$2.67M	+$2.41M	4	0.12%	New
714	Virginia Retirement Systems Richmond, Virginia	$2.67M	-$230K	2	0.04%	Reduced
715	AVC Arlington Value Capital Salt Lake City, Utah	$2.66M	+$69.4K	1	0.37%	Increased
716	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.64M	+$33.7K	3	1.65%	Increased
717	EMG Ellington Management Group Old Greenwich, Connecticut	$2.63M	+$1.48M	4	0.4%	Increased
718	Alyeska Investment Group Chicago, Illinois	$2.62M	-$12.2M	1	0.02%	Reduced
719	Capital Investment Advisors Atlanta, Georgia	$2.62M	+$2.21M	1	0.22%	Increased
720	AIM Alambic Investment Management Belvedere, California	$2.62M	+$855K	4	0.46%	Increased
721	Kentucky Retirement Systems Frankfort, Kentucky	$2.58M	-$148K	2	0.18%	Reduced
722	ACM Ativo Capital Management Chicago, Illinois	$2.58M	$0	1	0.61%	Maintained
723	Stonehage Fleming Financial Services St. Helier, Jersey	$2.56M	+$1.67M	2	0.16%	Increased
724	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.52M	+$684K	1	0.01%	Increased
725	Boston Financial Management Boston, Massachusetts	$2.52M	+$22.1K	1	0.2%	Increased