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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	CAM Cortina Asset Management Milwaukee, Wisconsin	$1.51M	+$298K	2	0.05%	Increased
927	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.51M	-$35.2K	2	0.26%	Reduced
928	Moore Capital Management New York	$1.5M	+$352K	3	0.03%	Increased
929	TH Timber Hill Greenwich, Connecticut	$1.49M	-$6.34K	3	0.01%	Reduced
930	First Citizens Bank & Trust Raleigh, North Carolina	$1.49M	+$48.1K	1	0.13%	Increased
931	Moneta Group Investment Advisors St Louis, Missouri	$1.49M	-$526K	3	0.88%	Reduced
932	CL CSS LLC Chicago, Illinois	$1.48M	+$1.43M	1	0.07%	New
933	KIG Kessler Investment Group Columbus, Indiana	$1.46M	-$574K	1	3.1%	Reduced
934	CCM Compton Capital Management Providence, Rhode Island	$1.46M	-$51.6K	1	0.84%	Reduced
935	RPA Rock Point Advisors Burlington, Vermont	$1.46M	-$119K	1	0.65%	Reduced
936	PCP Perimeter Capital Partners Atlanta, Georgia	$1.44M	-$55.6K	1	0.72%	Reduced
937	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$1.43M	+$1.1M	2	0.14%	Increased
938	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.42M	-$54.9K	1	0.28%	Reduced
939	MIM Midwest Investment Management Cleveland, Ohio	$1.42M	-$17.3K	1	1.06%	Reduced
940	First Allied Advisory Services San Diego, California	$1.42M	+$43K	3	0.11%	Increased
941	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.42M	-$588K	1	0.16%	Reduced
942	HPCM High Pointe Capital Management Chicago, Illinois	$1.41M	-$223K	1	0.55%	Reduced
943	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.41M	$0	1	0.44%	Maintained
944	BAS Brown Advisory Securities Baltimore, Maryland	$1.4M	+$241K	3	0.55%	Increased
945	ICOA Investment Centers of America Bismarck, North Dakota	$1.4M	+$875K	1	0.29%	Increased
946	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.39M	+$61.6K	1	1.3%	Increased
947	BCA Benchmark Capital Advisors New York	$1.39M	+$147K	1	0.96%	Increased
948	HIM Harbour Investment Management Edmonds, Washington	$1.38M	$0	1	0.91%	Maintained
949	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.38M	-$32.9K	1	0.64%	Reduced
950	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.38M	-$47K	2	0.39%	Reduced