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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
951	AL Airain Ltd St. Peter Port, Guernsey	$1.38M	-$1.32M	2	0.24%	Reduced
952	CAM Carret Asset Management New York	$1.36M	+$175K	2	0.27%	Increased
953	MSI Financial Services Springfield, Massachusetts	$1.35M	+$201K	9	0.19%	Increased
954	NERM New England Research & Management Chicago, Illinois	$1.35M	-$3.82K	2	1.24%	Reduced
955	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.34M	+$388K	4	0.11%	Increased
956	First Manhattan New York	$1.32M	+$94.5K	5	0.01%	Increased
957	CPP Crow Point Partners Boston, Massachusetts	$1.32M	+$1.66M	1	0.17%	New
958	AF Arrow Financial Glens Falls, New York	$1.32M	+$255K	1	0.38%	Increased
959	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.32M	+$229K	2	0.1%	Increased
960	Conning Inc Hartford, Connecticut	$1.31M	+$280K	2	0.08%	Increased
961	CI Constellation Investments Montgomery, Ohio	$1.31M	+$59.9K	2	0.32%	Increased
962	CC ClearArc Capital Cincinnati, Ohio	$1.3M	-$1.22M	1	0.32%	Reduced
963	Envestnet Asset Management Chicago, Illinois	$1.3M	+$196K	10	0.01%	Increased
964	First National Bank of Omaha Omaha, Nebraska	$1.3M	+$822K	1	0.1%	Increased
965	ECP Electron Capital Partners New York	$1.29M	-$545K	1	0.76%	Reduced
966	LRPA L. Roy Papp & Associates Phoenix, Arizona	$1.29M	-$175K	1	0.3%	Reduced
967	Scotia Capital Toronto, Ontario, Canada	$1.28M	+$396K	2	0.03%	Increased
968	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.28M	-$23.5K	1	1.27%	Reduced
969	ACI Advance Capital I Southfield, Michigan	$1.28M	+$230K	1	0.67%	Increased
970	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.26M	$0	1	0.17%	Maintained
971	WA Winfield Associates Cleveland, Ohio	$1.25M	+$17K	2	1.03%	Increased
972	HA Hamel Associates Chatham, New Jersey	$1.25M	+$1.23M	1	0.86%	New
973	PI Panthera Investment Frankfurt, Germany	$1.24M	+$1.2M	1	1.01%	New
974	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.24M	+$104K	1	0.97%	Increased
975	Stephens Investment Management Group Houston, Texas	$1.24M	-$851K	1	0.04%	Reduced