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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
2251	GIC Generali Investments CEE Prague, Czech Republic	$6.97M	-$623K	2	0.33%	Reduced
2252	AA Alta Advisers London, United Kingdom	$6.96M	+$86.3K	4	1.58%	Increased
2253	DTL Dynamic Technology Lab Singapore	$6.96M	+$1.18M	7	1.55%	Increased
2254	OPCM Osborne Partners Capital Management San Francisco, California	$6.95M	+$114K	3	0.39%	Increased
2255	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$6.95M	-$20.8K	3	8.24%	Reduced
2256	MS Madden Securities Dallas, Texas	$6.94M	+$220K	2	1.93%	Increased
2257	AIM Acropolis Investment Management St. Louis, Missouri	$6.93M	+$43.4K	10	0.27%	Increased
2258	GFG Greenbush Financial Group Albany, New York	$6.93M	+$179K	2	2.04%	Increased
2259	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$6.93M	+$941K	10	1.95%	Increased
2260	SAM Socorro Asset Management Dallas, Texas	$6.93M	+$2.23M	1	3.11%	Increased
2261	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$6.92M	+$4.05M	1	0.35%	Increased
2262	HI Humankind Investments New York	$6.92M	$0	1	3.31%	Maintained
2263	SummitTX Capital Fort Worth, Texas	$6.91M	-$16M	5	0.18%	Reduced
2264	WCM Windward Capital Management Los Angeles, California	$6.9M	+$48.4K	1	0.52%	Increased
2265	ML McAdam LLC Philadelphia, Pennsylvania	$6.89M	+$1.28M	5	0.27%	Increased
2266	NP Ninepoint Partners Toronto, Ontario, Canada	$6.88M	-$862K	5	0.53%	Reduced
2267	CCC Chesapeake Capital Corp Tampa, Florida	$6.88M	+$189K	6	3.62%	Increased
2268	CAS Coppell Advisory Solutions Coppell, Texas	$6.86M	+$6.89M	4	0.57%	New
2269	SWM Scissortail Wealth Management Tulsa, Oklahoma	$6.85M	-$171K	1	1.32%	Reduced
2270	SAM Shikiar Asset Management New York	$6.84M	+$2.99M	2	1.73%	Increased
2271	MCA Magnolia Capital Advisors Jackson, Mississippi	$6.83M	-$269K	3	1.17%	Reduced
2272	SL Sentinus LLC Oak Brook, Illinois	$6.83M	+$445K	6	0.55%	Increased
2273	Cassaday & Co Wealth Management Mclean, Virginia	$6.83M	+$32.9K	6	0.13%	Increased
2274	OF Outfitter Financial Brunswick, Maine	$6.81M	-$113K	2	4.77%	Reduced
2275	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$6.81M	-$1.44M	1	0.37%	Reduced