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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
451	ZCM Ziegler Capital Management Chicago, Illinois	$47.7M	+$8.08M	7	1.82%	Increased
452	Envestnet Portfolio Solutions Chicago, Illinois	$47.4M	+$5.8M	10	0.18%	Increased
453	Atria Wealth Solutions New York	$47.3M	-$2.48M	9	0.53%	Reduced
454	Pinnacle Associates New York	$47.2M	-$5.27M	6	0.74%	Reduced
455	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$46.8M	+$38.2M	1	2.06%	New
456	Adams Diversified Equity Fund Baltimore, Maryland	$46.7M	-$5.63M	2	1.66%	Reduced
457	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$46.6M	+$26.9M	1	12.4%	Increased
458	AHC Adell Harriman & Carpenter Houston, Texas	$46.4M	+$568K	3	3.82%	Increased
459	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$46.3M	-$508K	2	0.16%	Reduced
460	HFF Halter Ferguson Financial Carmel, Indiana	$46.2M	-$1.46M	1	35.81%	Reduced
461	Paradigm Capital Management Inc Albany, New York	$46.1M	-$4.59M	4	2.21%	Reduced
462	VSAM Value Star Asset Management Hong Kong	$46M	+$9.05M	1	15.87%	Increased
463	Hantz Financial Services Southfield, Michigan	$45.6M	-$3.39M	8	0.89%	Reduced
464	Stephens Inc Little Rock, Arkansas	$45.1M	+$3.81M	6	0.7%	Increased
465	VHAM Van Hulzen Asset Management El Dorado Hills, California	$44.9M	-$622K	2	2.97%	Reduced
466	NC Nightview Capital Austin, Texas	$44.8M	-$6.05M	1	40.86%	Reduced
467	Brinker Capital Investments Berwyn, Pennsylvania	$44.8M	+$5.77M	7	0.48%	Increased
468	Orion Portfolio Solutions Omaha, Nebraska	$44.8M	+$5.77M	7	0.48%	Increased
469	AE Wealth Management Topeka, Kansas	$44.5M	-$37.7M	3	0.5%	Reduced
470	Meyer Handelman Company Rye Brook, New York	$44.3M	-$1.8M	3	1.55%	Reduced
471	Advisory Services Network Atlanta, Georgia	$44.1M	-$3.06M	6	0.98%	Reduced
472	Associated Banc-Corp Green Bay, Wisconsin	$43.8M	-$543K	3	1.39%	Reduced
473	Nippon Life Global Investors Americas New York	$43.7M	+$6.11M	2	2.04%	Increased
474	Bank Julius Baer & Co Zurich, Switzerland	$43.6M	+$8.66M	5	0.17%	Increased
475	PFM Premier Fund Managers Guildford, United Kingdom	$43.5M	-$782K	1	1.72%	Reduced