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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
476	ARTA A.R.T. Advisors New York	$7.76M	+$6.27M	7	0.46%	Increased
477	Carmignac Gestion Paris, France	$7.73M	+$6.85M	1	0.06%	New
478	Brown Advisory Baltimore, Maryland	$7.71M	-$153K	6	0.03%	Reduced
479	QOP Quinn Opportunity Partners Charlottesville, Virginia	$7.64M	+$6.43M	1	2.31%	Increased
480	AC AFAM Capital Austin, Texas	$7.6M	-$148K	1	1.15%	Reduced
481	CCM Cadence Capital Management Boston, Massachusetts	$7.48M	+$297K	3	0.52%	Increased
482	Fifth Third Bancorp Cincinnati, Ohio	$7.46M	-$2.23M	7	0.06%	Reduced
483	JIP Jaffetilchin Investment Partners Tampa, Florida	$7.44M	+$1.64M	2	2.22%	Increased
484	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.38M	-$20.5K	5	0.45%	Reduced
485	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$7.37M	+$516K	6	0.22%	Increased
486	HR Howe & Rusling Rochester, New York	$7.33M	-$239K	5	1.61%	Reduced
487	NA Navellier & Associates Reno, Nevada	$7.33M	+$5.2M	3	1.21%	Increased
488	Virtu KCG Holdings New York	$7.32M	-$2.59M	11	0.18%	Reduced
489	OPCM Osborne Partners Capital Management San Francisco, California	$7.29M	-$434K	1	1.07%	Reduced
490	MC Moors & Cabot Boston, Massachusetts	$7.23M	+$30.3K	4	1.19%	Increased
491	TCW Group Los Angeles, California	$7.19M	+$4.21M	4	0.05%	Increased
492	AA Apriem Advisors Irvine, California	$7.14M	+$107K	3	2.12%	Increased
493	Wasatch Advisors Salt Lake City, Utah	$7.13M	+$611K	3	0.11%	Increased
494	Copeland Capital Management Conshohocken, Pennsylvania	$7.11M	-$6.57M	1	0.46%	Reduced
495	Segall Bryant & Hamill Chicago, Illinois	$7.11M	-$96.9K	6	0.18%	Reduced
496	IRF IBM Retirement Fund Armonk, New York	$7.07M	-$91.6K	6	0.3%	Reduced
497	WesBanco Bank Wheeling, West Virginia	$7.02M	-$563K	2	0.4%	Reduced
498	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.97M	-$17.1K	1	2.22%	Reduced
499	SPC Stewart & Patten Company Lafayette, California	$6.94M	+$105K	1	1.32%	Increased
500	Mirae Asset Global Investments Seoul, South Korea	$6.92M	+$900K	2	0.15%	Increased