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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	NERM New England Research & Management Chicago, Illinois	$1.23M	+$455K	2	1.03%	Increased
877	AIM Arcadia Investment Management Kalamazoo, Michigan	$1.22M	-$60.7K	2	0.4%	Reduced
878	PCP P2 Capital Partners New York	$1.21M	$0	1	0.19%	Maintained
879	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.21M	+$41.7K	1	0.97%	Increased
880	Sit Investment Associates Minneapolis, Minnesota	$1.21M	$0	1	0.03%	Maintained
881	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.21M	-$4.83K	2	0.4%	Reduced
882	Thompson Siegel & Walmsley Richmond, Virginia	$1.19M	+$215K	2	0.02%	Increased
883	CCT Capital City Trust Tallahassee, Florida	$1.19M	-$27.8K	1	0.48%	Reduced
884	TI Turner Investments Berwyn, Pennsylvania	$1.19M	-$958K	1	0.39%	Reduced
885	MM Midas Management New York	$1.18M	$0	1	0.73%	Maintained
886	OIM Opus Investment Management Worcester, Massachusetts	$1.18M	-$821K	1	0.2%	Reduced
887	CONA Capital One National Association New York	$1.17M	+$72.2K	3	0.09%	Increased
888	Polar Capital London, United Kingdom	$1.16M	-$736K	1	0.02%	Reduced
889	ARTA A.R.T. Advisors New York	$1.15M	-$6.68M	3	0.37%	Reduced
890	HIH HRS Investment Holdings New York	$1.15M	$0	1	1.05%	Maintained
891	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.14M	+$121K	1	0.5%	Increased
892	Ancora Advisors Cleveland, Ohio	$1.14M	+$22.6K	1	0.12%	Increased
893	FCCM First City Capital Management Savannah, Georgia	$1.13M	-$532K	1	0.87%	Reduced
894	SIM Spark Investment Management New York	$1.13M	-$1.27M	1	0.09%	Reduced
895	HIM Harbour Investment Management Edmonds, Washington	$1.12M	-$2.14K	1	0.86%	Reduced
896	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$1.12M	+$4.75K	3	0.22%	Increased
897	BBI Baxter Bros Inc Riverside, Connecticut	$1.12M	+$42K	1	0.38%	Increased
898	TCM Tradewinds Capital Management Bellingham, Washington	$1.11M	-$3.68K	3	0.78%	Reduced
899	TH Timber Hill Greenwich, Connecticut	$1.11M	+$413K	2	0.01%	Increased
900	CC Capital Counsel New York	$1.1M	$0	1	0.1%	Maintained