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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
926	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.28M	+$59.5K	2	0.32%	Increased
927	Moore Capital Management New York	$1.28M	-$3.21M	1	0.02%	Reduced
928	State of Alaska Department of Revenue Juneau, Alaska	$1.28M	+$569K	1	0.29%	Increased
929	Cornerstone Investment Partners Atlanta, Georgia	$1.27M	-$901K	1	0.02%	Reduced
930	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.27M	+$1.19M	1	0.08%	New
931	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.27M	$0	1	0.17%	Maintained
932	First Manhattan New York	$1.26M	+$7.66K	5	0.01%	Increased
933	FA FDx Advisors Chicago, Illinois	$1.26M	+$337K	4	0.13%	Increased
934	CCA Cobblestone Capital Advisors Rochester, New York	$1.26M	-$123K	2	0.24%	Reduced
935	BCA Benchmark Capital Advisors New York	$1.25M	+$24.9K	1	0.87%	Increased
936	WA Winfield Associates Cleveland, Ohio	$1.25M	+$1.17M	1	1.03%	New
937	FMB Field & Main Bank Henderson, Kentucky	$1.25M	+$1.16M	2	1.21%	New
938	Cetera Advisor Networks El Segundo, California	$1.24M	-$203K	2	0.09%	Reduced
939	AFG Albion Financial Group Salt Lake City, Utah	$1.23M	-$8.09M	2	0.23%	Reduced
940	Alpha Cubed Investments Irvine, California	$1.23M	+$1.25M	1	0.44%	New
941	Beck Mack & Oliver New York	$1.23M	+$27.9K	2	0.03%	Increased
942	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.23M	$0	1	0.19%	Maintained
943	Marshall Wace North America New York	$1.22M	-$1.18M	3	0.03%	Reduced
944	QS Investors New York	$1.21M	+$346K	2	0.05%	Increased
945	WB Webster Bank Waterbury, Connecticut	$1.2M	-$80.9K	1	0.17%	Reduced
946	PBT Pictet Bank & Trust Nassau, Bahamas	$1.2M	+$1.23M	1	0.5%	New
947	CAM Carret Asset Management New York	$1.2M	+$194K	2	0.25%	Increased
948	EMG Ellington Management Group Old Greenwich, Connecticut	$1.2M	-$3.2M	2	0.43%	Reduced
949	MFW Meristem Family Wealth Minnetonka, Minnesota	$1.19M	$0	1	0.49%	Maintained
950	Jupiter Asset Management London, United Kingdom	$1.19M	-$5.43M	2	0.05%	Reduced