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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
976	SIC SFE Investment Counsel Los Angeles, California	$1.06M	-$5.69K	1	0.46%	Reduced
977	CCM CrestPoint Capital Management Four Seasons, Missouri	$1.06M	+$990K	2	0.7%	New
978	KT Kanaly Trust Houston, Texas	$1.06M	+$751K	4	0.21%	Increased
979	RU RobecoSam USA New York	$1.05M	+$67.1K	1	1.14%	Increased
980	Wasatch Advisors Salt Lake City, Utah	$1.04M	+$886K	1	0.01%	New
981	Dodge & Cox San Francisco, California	$1.04M	-$64K	1	0%	Reduced
982	FAM Forty4 Asset Management Chicago, Illinois	$1.04M	-$1.35M	2	0.33%	Reduced
983	PAM PartnerRe Asset Management Greenwich, Connecticut	$1.03M	-$54.1K	2	0.18%	Reduced
984	RAM Redmond Asset Management Henrico, Virginia	$1.03M	-$642K	1	0.55%	Reduced
985	PCM Perritt Capital Management Chicago, Illinois	$1.03M	+$886K	1	0.17%	New
986	Conning Inc Hartford, Connecticut	$1.02M	+$176K	1	0.06%	Increased
987	CAM Cortina Asset Management Milwaukee, Wisconsin	$1.02M	+$9.51K	2	0.04%	Increased
988	Johnson Investment Counsel Cincinnati, Ohio	$1.01M	+$11.1K	3	0.04%	Increased
989	FNB First Niagara Bank Lockport, New York	$996K	-$79.8K	2	0.19%	Reduced
990	SIC Schwartz Investment Counsel Plymouth, Michigan	$996K	+$237K	1	0.07%	Increased
991	QI Quotient Investors New York	$988K	+$235K	1	0.23%	Increased
992	Ronald Blue & Co Roswell, Georgia	$983K	+$16.3K	1	0.07%	Increased
993	NA Navellier & Associates Reno, Nevada	$979K	+$725K	2	0.04%	Increased
994	SWM Segment Wealth Management Houston, Texas	$973K	$0	1	0.48%	Maintained
995	Bahl & Gaynor Cincinnati, Ohio	$970K	+$15.7K	2	0.02%	Increased
996	Fulton Bank Lancaster, Pennsylvania	$967K	-$22.3K	2	0.11%	Reduced
997	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$965K	+$306K	3	0.1%	Increased
998	CB Chemical Bank Detroit, Michigan	$961K	-$35.2K	1	0.17%	Reduced
999	WSCM Wellington Shields Capital Management New York	$961K	+$306K	3	0.17%	Increased
1000	CBU CIBC Bank USA Chicago, Illinois	$959K	$0	2	0.21%	Maintained