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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
1276	NAM Nichols Asset Management Sudbury, Massachusetts	$208K	$0	1	0.04%	Maintained
1277	Brown Brothers Harriman & Co New York	$207K	-$360K	2	0%	Reduced
1278	ABP Arthur B. Page	$205K	$0	1	0.2%	Maintained
1279	CM Capital Management Glen Allen, Virginia	$204K	$0	1	0.07%	Maintained
1280	Fayez Sarofim & Co Houston, Texas	$204K	$0	1	0%	Maintained
1281	KP Keel Point Huntsville, Alabama	$204K	+$204K	1	0.1%	New
1282	TFCP Twin Focus Capital Partners Boston, Massachusetts	$203K	+$2.04K	1	0.16%	Increased
1283	ACM Afton Capital Management Charlotte, North Carolina	$202K	-$186K	1	0.43%	Reduced
1284	CIM CIM Investment Management Pittsburgh, Pennsylvania	$202K	-$21.8K	1	0.09%	Reduced
1285	CI Cowen Inc New York	$202K	+$179K	1	0.02%	Increased
1286	KL KWMG LLC Overland Park, Kansas	$202K	-$5.17K	1	0.16%	Reduced
1287	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$201K	+$216K	1	0.03%	New
1288	TCTC Holdings Dallas, Texas	$201K	$0	1	0.01%	Maintained
1289	TCM Telos Capital Management San Diego, California	$201K	-$152K	1	0.12%	Reduced
1290	BCA Bray Capital Advisors Naples, Florida	$200K	-$108K	1	0.12%	Reduced
1291	MIC MU Investments Company Tokyo, Japan	$199K	$0	2	0.09%	Maintained
1292	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$198K	+$199K	1	0.03%	New
1293	TDC Thompson Davis & Co Richmond, Virginia	$198K	-$6.73K	5	0.24%	Reduced
1294	DBT Dubuque Bank & Trust Dubuque, Iowa	$184K	$0	2	0.03%	Maintained
1295	Addenda Capital Montreal, Quebec, Canada	$177K	+$8.29K	1	0.02%	Increased
1296	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.24%	Maintained
1297	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$175K	+$68	1	0.11%	Increased
1298	Picton Mahoney Asset Management Toronto, Ontario, Canada	$174K	-$5.68M	2	0.01%	Reduced
1299	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$172K	$0	1	0.15%	Maintained
1300	First Horizon Advisors Memphis, Tennessee	$170K	-$15.9K	6	0.02%	Reduced