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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	MAI Capital Management Independence, Ohio	$28.9M	+$1.01M	3	0.56%	Increased
477	Scotia Capital Toronto, Ontario, Canada	$28.7M	+$2.32M	7	0.21%	Increased
478	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$28.7M	-$14.1M	1	13.25%	Reduced
479	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$28.3M	+$3.18M	1	0.92%	Increased
480	Mariner Independent Advisor Network Overland Park, Kansas	$28.2M	+$2.78M	1	1.38%	Increased
481	B. Metzler seel. Sohn & Co Frankfurt, Germany	$28.2M	+$1.22M	1	0.41%	Increased
482	SIM Sadoff Investment Management Milwaukee, Wisconsin	$28.1M	-$292K	1	1.9%	Reduced
483	Erste Asset Management Vienna, Austria	$27.9M	-$2.56M	4	0.55%	Reduced
484	MA Mezzasalma Advisors Tinton Falls, New Jersey	$27.9M	+$182K	1	15.69%	Increased
485	RFA Reilly Financial Advisors La Mesa, California	$27.9M	+$1.54M	5	2.37%	Increased
486	APA American Portfolios Advisors Holbrook, New York	$27.8M	+$2.24M	18	1.04%	Increased
487	Mission Wealth Management Santa Barbara, California	$27.8M	+$5M	3	1.42%	Increased
488	R.M. Davis Inc Portland, Maine	$27.6M	+$2.3M	2	0.68%	Increased
489	NIM Northeast Investment Management Boston, Massachusetts	$27.4M	+$644K	2	1.46%	Increased
490	TCW Group Los Angeles, California	$26.9M	-$673K	3	0.07%	Reduced
491	Polar Asset Management Partners Toronto, Ontario, Canada	$26.8M	-$7.07M	5	0.26%	Reduced
492	IEQ Capital Foster City, California	$26.8M	+$2.81M	2	0.71%	Increased
493	LFDLE La Financiere de L'Echiquier Paris, France	$26.7M	+$24.3M	1	0.9%	New
494	Peregrine Capital Management Minneapolis, Minnesota	$26.6M	-$4.75M	2	0.55%	Reduced
495	AA Apriem Advisors Irvine, California	$26.5M	+$959K	2	3.8%	Increased
496	Capital Advisors Inc Tulsa, Oklahoma	$26.5M	-$774K	2	0.79%	Reduced
497	MC Muhlenkamp & Co Wexford, Pennsylvania	$26.2M	-$75.3K	2	10.04%	Reduced
498	JCM Jag Capital Management St Louis, Missouri	$26.1M	+$570K	1	2.04%	Increased
499	VHAM Van Hulzen Asset Management El Dorado Hills, California	$26M	+$18.4K	2	3.86%	Increased
500	Heard Capital LLC Chicago, Illinois	$25.7M	+$3.16M	1	4.99%	Increased