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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	CPP Crow Point Partners Boston, Massachusetts	$1.32M	$0	1	0.17%	Maintained
952	CEP Chicago Equity Partners Chicago, Illinois	$1.31M	-$12.4M	2	0.03%	Reduced
953	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.3M	+$2.37K	2	0.09%	Increased
954	First Manhattan New York	$1.29M	-$33.2K	5	0.01%	Reduced
955	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.29M	$0	1	0.17%	Maintained
956	CK Carnick & Kubik Colorado Springs, Colorado	$1.28M	+$23.4K	1	1.28%	Increased
957	ICOA Investment Centers of America Bismarck, North Dakota	$1.28M	-$251K	1	0.29%	Reduced
958	LBG Lloyds Banking Group London, United Kingdom	$1.27M	-$21.5M	2	0.31%	Reduced
959	LRPA L. Roy Papp & Associates Phoenix, Arizona	$1.27M	-$41.1K	1	0.29%	Reduced
960	Stephens Investment Management Group Houston, Texas	$1.27M	-$135K	1	0.04%	Reduced
961	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.27M	+$308K	2	0.77%	Increased
962	Johnson Investment Counsel Cincinnati, Ohio	$1.26M	+$556K	3	0.05%	Increased
963	BAC Boys Arnold & Co Asheville, North Carolina	$1.26M	+$57.1K	1	0.22%	Increased
964	Conning Inc Hartford, Connecticut	$1.26M	-$61.1K	2	0.07%	Reduced
965	FCM Firsthand Capital Management San Jose, California	$1.25M	-$1.35M	3	0.57%	Reduced
966	Private Advisor Group Morristown, New Jersey	$1.25M	+$300K	2	0.11%	Increased
967	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$1.25M	+$256K	1	0.49%	Increased
968	LSC Lyon Street Capital Sausalito, California	$1.25M	+$1.08M	1	0.55%	New
969	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.25M	-$105K	4	0.11%	Reduced
970	Cornerstone Investment Partners Atlanta, Georgia	$1.24M	$0	1	0.01%	Maintained
971	FMB Field & Main Bank Henderson, Kentucky	$1.24M	$0	1	1.16%	Maintained
972	Fort Washington Investment Advisors Cincinnati, Ohio	$1.24M	+$343K	1	0.02%	Increased
973	GF Gerry Farber New York	$1.24M	+$1.19M	1	1.28%	New
974	HIM Harbour Investment Management Edmonds, Washington	$1.23M	-$2.42K	1	0.79%	Reduced
975	WCP Waterfront Capital Partners New York	$1.23M	-$5.02M	1	0.48%	Reduced