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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
1001	FA FMA Advisory Harrisburg, Pennsylvania	$1.08M	+$17.1K	1	0.42%	Increased
1002	PAM PartnerRe Asset Management Greenwich, Connecticut	$1.06M	+$6.99K	2	0.18%	Increased
1003	Covington Capital Management Los Angeles, California	$1.05M	$0	1	0.1%	Maintained
1004	KT Kanaly Trust Houston, Texas	$1.05M	+$4.72K	5	0.2%	Increased
1005	QS Investors New York	$1.05M	-$210K	2	0.03%	Reduced
1006	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.04M	+$219K	2	0.17%	Increased
1007	Dorsal Capital Management Redwood City, California	$1.04M	-$8.04M	1	0.19%	Reduced
1008	SIC SFE Investment Counsel Los Angeles, California	$1.04M	-$9.36K	1	0.45%	Reduced
1009	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.04M	+$1.02M	1	0.15%	New
1010	BMM Buffington Mohr McNeal Boise, Idaho	$1.04M	+$773K	1	0.62%	Increased
1011	SVP Springbank Value Partners Hampton Bays, New York	$1.03M	+$240K	2	1.92%	Increased
1012	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1M	+$467K	2	0.63%	Increased
1013	IT Investors Trust Dallas, Texas	$1M	$0	1	0.84%	Maintained
1014	GIPM G2 Investment Partners Management New York	$989K	-$1.21M	1	0.37%	Reduced
1015	ZCM Zebra Capital Management Stamford, Connecticut	$979K	+$414K	2	0.41%	Increased
1016	QI Quotient Investors New York	$977K	$0	1	0.22%	Maintained
1017	CAM ClariVest Asset Management San Diego, California	$970K	+$395K	3	0.04%	Increased
1018	TFA Transamerica Financial Advisors St. Petersburg, Florida	$969K	+$422K	4	0.1%	Increased
1019	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$967K	+$56.5K	1	0.5%	Increased
1020	SIC Schwartz Investment Counsel Plymouth, Michigan	$967K	$0	1	0.07%	Maintained
1021	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$960K	+$122K	1	0.38%	Increased
1022	Ronald Blue & Co Roswell, Georgia	$958K	-$11.8K	1	0.07%	Reduced
1023	Banque Pictet & Cie Geneva 73, Switzerland	$950K	+$386K	1	0.03%	Increased
1024	CB Chemical Bank Detroit, Michigan	$941K	-$8.47K	1	0.17%	Reduced
1025	Bahl & Gaynor Cincinnati, Ohio	$937K	-$21K	2	0.02%	Reduced