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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
776	Bourgeon Capital Management Darien, Connecticut	$2.71M	+$368K	1	1.71%	Increased
777	Ascent Wealth Partners New Hartford, New York	$2.71M	+$30.2K	1	1.86%	Increased
778	Advisory Research Chicago, Illinois	$2.7M	+$1.32M	3	0.03%	Increased
779	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.69M	+$595K	1	4.05%	Increased
780	LG Laidlaw Group Bedford Hills, New York	$2.68M	+$59.9K	1	1.4%	Increased
781	Meiji Yasuda Life Insurance Tokyo, Japan	$2.65M	-$57.8K	2	0.46%	Reduced
782	CC Colrain Capital Boston, Massachusetts	$2.63M	+$2.58M	1	0.2%	New
783	Advisors Capital Management Ridgewood, New Jersey	$2.62M	-$51.3K	1	0.4%	Reduced
784	MBE Michael B. Elefante	$2.6M	-$25.4K	2	1.13%	Reduced
785	FC FCA Corp Houston, Texas	$2.6M	+$18.5K	1	1.58%	Increased
786	OI Oakbrook Investments Lisle, Illinois	$2.6M	-$6.1M	1	0.08%	Reduced
787	Capital One National Association New York	$2.59M	+$653K	4	0.25%	Increased
788	IIM Ipswich Investment Management Beverly, Massachusetts	$2.59M	+$32.6K	1	1.11%	Increased
789	Wilmington Trust National Association Wilmington, Delaware	$2.58M	-$58.2K	3	0.09%	Reduced
790	Northeast Investment Management Boston, Massachusetts	$2.56M	+$2.47M	1	0.27%	New
791	Sculptor Capital New York	$2.56M	-$13.3M	1	0.01%	Reduced
792	Veritable Wilmington, Delaware	$2.56M	+$468K	3	0.06%	Increased
793	Virginia Retirement Systems Richmond, Virginia	$2.56M	+$807K	4	0.05%	Increased
794	James Investment Research Alpha, Ohio	$2.54M	-$5.65M	1	0.08%	Reduced
795	O'Shaughnessy Asset Management Stamford, Connecticut	$2.52M	-$4.89M	2	0.05%	Reduced
796	Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.51M	-$21.6K	1	0.79%	Reduced
797	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.51M	-$117K	2	2.37%	Reduced
798	CI Global Investments Oakland, California	$2.48M	+$2.43M	1	0.07%	New
799	SCA Secor Capital Advisors New York	$2.47M	+$648K	4	1.21%	Increased
800	Cabot Wealth Management Salem, Massachusetts	$2.46M	-$6.03K	1	0.65%	Reduced