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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
301	Creative Planning Overland Park, Kansas	$22.1M	-$410K	4	0.09%	Reduced
302	QS Investors New York	$22.1M	-$2.39M	14	0.22%	Reduced
303	IP Interval Partners New York	$22M	-$26.2M	2	0.82%	Reduced
304	JP Morgan Private Wealth Advisors San Francisco, California	$22M	+$2.43M	6	0.12%	Increased
305	Pinnacle Associates New York	$22M	+$188K	6	0.45%	Increased
306	Element Capital Management New York	$21.9M	+$2.85M	4	0.58%	Increased
307	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.7M	+$278K	1	2.48%	Increased
308	WP WMS Partners Towson, Maryland	$21.6M	+$1.14M	4	2.52%	Increased
309	SIC Schwartz Investment Counsel Plymouth, Michigan	$21.5M	+$9.94M	1	1.23%	Increased
310	Virginia Retirement Systems Richmond, Virginia	$21.5M	+$16.4M	5	0.26%	Increased
311	Nisa Investment Advisors St. Louis, Missouri	$21.4M	-$595K	12	0.22%	Reduced
312	PWAM Park West Asset Management San Francisco, California	$21.4M	-$2.71M	1	0.8%	Reduced
313	Hancock Whitney Gulfport, Mississippi	$21.3M	-$7.24M	3	0.98%	Reduced
314	CIM Corbyn Investment Management Lutherville, Maryland	$21.2M	-$1.89M	4	7.44%	Reduced
315	Congress Asset Management Boston, Massachusetts	$21.2M	+$8.03M	4	0.29%	Increased
316	NCGI Next Century Growth Investors Plymouth, Minnesota	$21.1M	+$917K	2	2.69%	Increased
317	CIBC Private Wealth Group Atlanta, Georgia	$21.1M	+$2.42M	12	0.09%	Increased
318	TPSF Texas Permanent School Fund Austin, Texas	$21M	+$1.84M	8	0.29%	Increased
319	NSCM New South Capital Management Memphis, Tennessee	$21M	-$218K	1	0.55%	Reduced
320	BA Boston Advisors Boston, Massachusetts	$20.8M	-$37.9K	2	0.52%	Reduced
321	BB&T Securities Richmond, Virginia	$20.6M	+$826K	5	0.22%	Increased
322	State of Alaska Department of Revenue Juneau, Alaska	$20.6M	+$3.6M	10	0.37%	Increased
323	CC Cadinha & Co Honolulu, Hawaii	$20.4M	+$6.39M	1	3.73%	Increased
324	United Capital Financial Advisors Irving, Texas	$20.3M	+$138K	4	0.15%	Increased
325	Suntrust Banks Atlanta, Georgia	$20M	+$1.19M	5	0.11%	Increased