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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
1051	Arrowstreet Capital Boston, Massachusetts	$772K	+$215K	2	0%	Increased
1052	Guinness Asset Management London, United Kingdom	$772K	+$389K	2	0.33%	Increased
1053	ANI American National Insurance Galveston, Texas	$770K	$0	1	0.05%	Maintained
1054	Bahl & Gaynor Cincinnati, Ohio	$770K	-$64.6K	2	0.01%	Reduced
1055	PPCM Pillar Pacific Capital Management Pacifica, California	$764K	+$82.3K	2	0.14%	Increased
1056	NB NBT Bank Norwich, New York	$761K	-$26.2K	1	0.12%	Reduced
1057	Verition Fund Management Greenwich, Connecticut	$761K	-$136K	1	0.11%	Reduced
1058	NPGCU Napier Park Global Capital (US) New York	$754K	+$732K	1	0.26%	New
1059	RGNCM R.G. Niederhoffer Capital Management New York	$753K	+$767K	1	5.89%	New
1060	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$751K	-$550K	1	0.46%	Reduced
1061	LSC Lyon Street Capital Sausalito, California	$750K	-$485K	1	0.35%	Reduced
1062	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$748K	$0	1	0.87%	Maintained
1063	SH Scepter Holdings Fort Worth, Texas	$744K	+$196K	1	0.12%	Increased
1064	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$743K	-$8.3K	1	0.16%	Reduced
1065	SCP Sandhill Capital Partners Buffalo, New York	$742K	+$92.2K	1	0.26%	Increased
1066	CK Cohen Klingenstein New York	$740K	$0	1	0.13%	Maintained
1067	I2I Insight 2811 Inc Chicago, Illinois	$738K	$0	1	0.32%	Maintained
1068	HCM Horrell Capital Management Little Rock, Arkansas	$737K	+$10.5K	1	0.35%	Increased
1069	AL Agran Libbie Santa Monica, California	$733K	$0	1	0.18%	Maintained
1070	AMIM Aull & Monroe Investment Management Mobile, Alabama	$733K	+$6.95K	1	0.39%	Increased
1071	WTB Washington Trust Bank Spokane, Washington	$721K	+$91.5K	5	0.23%	Increased
1072	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$717K	-$592K	2	0%	Reduced
1073	ZF Zhang Financial Portage, Michigan	$698K	-$6.31K	1	0.48%	Reduced
1074	PAM PartnerRe Asset Management Greenwich, Connecticut	$696K	-$125K	2	0.14%	Reduced
1075	Azimuth Capital Management Bloomfield Hills, Michigan	$693K	-$4.54M	1	0.08%	Reduced