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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
426	HighPoint Advisor Group Downers Grove, Illinois	$28.9M	+$9.86M	5	3.52%	Increased
427	Mariner Independent Advisor Network Overland Park, Kansas	$28.9M	-$2.31M	2	1.54%	Reduced
428	H HoyleCohen San Diego, California	$28.6M	+$3.48M	2	3.3%	Increased
429	SFM Stack Financial Management Whitefish, Montana	$28.5M	-$177K	1	2.52%	Reduced
430	Gotham Asset Management New York	$28.4M	-$5.06M	7	0.94%	Reduced
431	River Road Asset Management Louisville, Kentucky	$28.2M	+$1.09M	1	0.4%	Increased
432	Chartwell Investment Partners Berywn, Pennsylvania	$28M	-$4.27M	3	0.89%	Reduced
433	GAMCO Investors Greenwich, Connecticut	$27.9M	-$614K	5	0.26%	Reduced
434	Whittier Trust South Pasadena, California	$27.8M	+$416K	8	0.59%	Increased
435	B. Metzler seel. Sohn & Co Frankfurt, Germany	$27.5M	+$20.6M	2	0.51%	New
436	MA Mezzasalma Advisors Tinton Falls, New Jersey	$27.4M	+$19.8M	1	17.5%	New
437	Wedge Capital Management Charlotte, North Carolina	$27.2M	-$3.03M	4	0.31%	Reduced
438	Tower Research Capital (TRC) New York	$27.2M	-$17.6M	28	0.83%	Reduced
439	Washington Trust Westerly, Rhode Island	$26.9M	-$1.81M	6	0.87%	Reduced
440	SC Sasco Capital Fairfield, Connecticut	$26.9M	+$2.09M	1	3.81%	Increased
441	Capital Advisors Inc Tulsa, Oklahoma	$26.7M	+$99.6K	2	0.95%	Increased
442	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$26.5M	-$2.56M	3	2.44%	Reduced
443	ACM Argent Capital Management St Louis, Missouri	$26.4M	+$218K	1	0.94%	Increased
444	Advisory Services Network Atlanta, Georgia	$26.4M	+$5.85M	15	1.06%	Increased
445	Exencial Wealth Advisors Oklahoma City, Oklahoma	$26.2M	-$28.7M	2	1.79%	Reduced
446	SteelPeak Wealth Woodland Hills, California	$26.2M	+$8.32M	1	2.38%	Increased
447	O'Shaughnessy Asset Management Stamford, Connecticut	$26.2M	+$6.78M	14	0.71%	Increased
448	Brown Advisory Baltimore, Maryland	$26.1M	-$10.6M	6	0.05%	Reduced
449	CAN Claraphi Advisory Network Aliso Viejo, United States	$26.1M	+$1.54M	1	7.1%	Increased
450	TC Tsai Capital New York	$26.1M	+$18.9M	1	26.11%	New