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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
876	HIM Harbour Investment Management Edmonds, Washington	$1.27M	-$2.82K	1	0.89%	Reduced
877	Brown Brothers Harriman & Co New York	$1.26M	-$30K	1	0.01%	Reduced
878	P Pitcairn Conshohocken, Pennsylvania	$1.26M	-$167K	3	0.15%	Reduced
879	First Manhattan New York	$1.25M	-$21.7K	4	0.01%	Reduced
880	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.24M	+$52K	1	1.8%	Increased
881	CCA Cobblestone Capital Advisors Rochester, New York	$1.24M	-$562K	2	0.25%	Reduced
882	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$1.22M	+$775K	1	0.81%	Increased
883	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.2M	-$6.18K	1	1.22%	Reduced
884	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.2M	-$30.2K	1	0.71%	Reduced
885	EI EAM Investors Solana Beach, California	$1.19M	-$1.27M	1	0.24%	Reduced
886	KIG Kessler Investment Group Columbus, Indiana	$1.19M	-$359K	2	3.24%	Reduced
887	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.18M	+$1.15M	2	0.09%	New
888	Quantbot Technologies New York	$1.18M	+$89K	4	0.73%	Increased
889	RIM Regent Investment Management Louisville, Kentucky	$1.17M	+$296K	1	0.77%	Increased
890	MSI Financial Services Springfield, Massachusetts	$1.17M	+$534K	10	0.2%	Increased
891	Catalyst Capital Advisors Huntington, New York	$1.16M	+$890K	1	0.64%	New
892	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.16M	-$201K	1	2.74%	Reduced
893	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.15M	$0	1	0.17%	Maintained
894	WB Webster Bank Waterbury, Connecticut	$1.15M	-$489K	1	0.18%	Reduced
895	PIC Portland Investment Counsel Burlington, Ontario, Canada	$1.13M	$0	1	3.17%	Maintained
896	GIM Guardian Investment Management Tiburon, California	$1.12M	+$282K	2	1.53%	Increased
897	SAMNY Samsung Asset Management (New York) New York	$1.12M	-$141K	1	1.31%	Reduced
898	BUB BBVA USA Bancshares Houston, Texas	$1.12M	+$198K	3	0.05%	Increased
899	MFW Meristem Family Wealth Minnetonka, Minnesota	$1.11M	-$286K	1	0.51%	Reduced
900	BCA Benchmark Capital Advisors New York	$1.11M	+$302K	1	0.8%	Increased