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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	AF Advisornet Financial Minnetonka, Minnesota	$23.9M	+$141K	9	1.7%	Increased
477	MA Mezzasalma Advisors Tinton Falls, New Jersey	$23.7M	-$2.44M	1	15.21%	Reduced
478	VHMC Value Holdings Management Company Hampton Bays, New York	$23.6M	+$6.72M	2	5.38%	Increased
479	ACM Axel Capital Management New York	$23.5M	-$7.38M	1	10.41%	Reduced
480	SCM SIR Capital Management New York	$23.5M	-$2.35M	3	3.96%	Reduced
481	DCM Dupont Capital Management Wilmington, Delaware	$23.4M	+$1.26M	7	0.56%	Increased
482	CAN Claraphi Advisory Network Aliso Viejo, United States	$23M	-$1.91M	1	6.34%	Reduced
483	Sigma Planning Corp Ann Arbor, Michigan	$22.8M	-$9.14M	7	0.73%	Reduced
484	Todd Asset Management Louisville, Kentucky	$22.6M	+$18.9M	2	0.53%	Increased
485	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$22.6M	+$20.8M	7	0.23%	Increased
486	AR Advisory Research Chicago, Illinois	$22.5M	+$200K	4	1.59%	Increased
487	OneDigital Investment Advisors Overland Park, Kansas	$22.5M	-$154K	4	1.05%	Reduced
488	NIM Northeast Investment Management Boston, Massachusetts	$22.5M	+$1.06M	2	1.33%	Increased
489	VHAM Van Hulzen Asset Management El Dorado Hills, California	$22.4M	-$442K	2	3.57%	Reduced
490	CA Cornerstone Advisors Asheville, North Carolina	$22.3M	+$2.19M	2	1.95%	Increased
491	Harvest Fund Management Beijing, China	$22.2M	+$18.2M	8	2.15%	Increased
492	AA Apriem Advisors Irvine, California	$22M	+$5.49K	2	3.41%	Increased
493	DAM Delta Asset Management Memphis, Tennessee	$21.8M	+$170K	4	2.21%	Increased
494	H HoyleCohen San Diego, California	$21.8M	-$6.05M	2	2.22%	Reduced
495	SCM Snow Capital Management Sewickley, Pennsylvania	$21.7M	+$3.73M	2	3.15%	Increased
496	APA American Portfolios Advisors Holbrook, New York	$21.7M	-$9.39M	17	0.95%	Reduced
497	Meyer Handelman Company Rye Brook, New York	$21.7M	+$610K	2	0.9%	Increased
498	Eastern Bank Boston, Massachusetts	$21.6M	-$1.31M	1	1.17%	Reduced
499	Pinnacle Associates New York	$21.6M	+$413K	7	0.41%	Increased
500	Chartwell Investment Partners Berywn, Pennsylvania	$21.5M	-$8.82M	3	0.64%	Reduced