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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
901	NERM New England Research & Management Chicago, Illinois	$1.64M	+$348K	2	1.47%	Increased
902	CA Cullinan Associates Louisville, Kentucky	$1.64M	-$3.01M	1	0.27%	Reduced
903	Shinko Asset Management Company Tokyo, Japan	$1.62M	+$611K	3	0.01%	Increased
904	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.61M	-$3.93K	1	1.71%	Reduced
905	RH Rayner & Haynor Mill Valley, California	$1.61M	-$26K	1	1.22%	Reduced
906	MCC Mid Continent Capital Chicago, Illinois	$1.61M	-$12.1K	1	0.09%	Reduced
907	SSA South Street Advisors New York	$1.59M	-$8.5M	1	0.45%	Reduced
908	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.58M	$0	1	0.1%	Maintained
909	GP GLG Partners London, United Kingdom	$1.56M	-$9.29M	2	0.04%	Reduced
910	CI Global Investments Oakland, California	$1.55M	-$957K	1	0.04%	Reduced
911	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.55M	-$123K	1	0.73%	Reduced
912	TCM Tradewinds Capital Management Bellingham, Washington	$1.55M	-$307K	2	1.18%	Reduced
913	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.54M	+$15K	2	0.25%	Increased
914	PCTC Perkins Coie Trust Company Seattle, Washington	$1.53M	-$40.7K	1	1.43%	Reduced
915	KIG Kessler Investment Group Columbus, Indiana	$1.53M	+$26.1K	1	2.69%	Increased
916	Nikko Asset Management Americas New York	$1.53M	-$490K	1	0.08%	Reduced
917	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.53M	+$199K	1	0.61%	Increased
918	TH Timber Hill Greenwich, Connecticut	$1.5M	-$57.8K	3	0.01%	Reduced
919	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$1.5M	+$86.5K	2	0.14%	Increased
920	CCM Compton Capital Management Providence, Rhode Island	$1.48M	-$14.2K	1	0.8%	Reduced
921	Jacobs Levy Equity Management Florham Park, New Jersey	$1.48M	-$643K	2	0.02%	Reduced
922	QS Investors New York	$1.48M	+$405K	2	0.04%	Increased
923	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.47M	+$537K	3	0%	Increased
924	IFS Ifrah Financial Services Little Rock, Arkansas	$1.47M	-$67.6K	2	0.56%	Reduced
925	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.47M	+$14.8K	1	0.17%	Increased