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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	Carnegie Investment Counsel Pepper Pike, Ohio	$33.9M	+$1.31M	2	1.35%	Increased
477	AT Avalon Trust Santa Fe, New Mexico	$33.7M	+$32M	4	3.34%	New
478	SCM Stevens Capital Management Radnor, Pennsylvania	$33.6M	+$28.1M	2	8.34%	Increased
479	GD Grandfield & Dodd New York	$33.5M	+$301K	4	2.34%	Increased
480	Bragg Financial Advisors Charlotte, North Carolina	$33.4M	-$5.88M	4	1.97%	Reduced
481	CT Cambridge Trust Cambridge, Massachusetts	$33.3M	+$112K	5	1.59%	Increased
482	Profund Advisors Bethesda, Maryland	$33.1M	+$2.05M	8	2.04%	Increased
483	Boothbay Fund Management New York	$33.1M	+$6.16M	17	0.68%	Increased
484	Illinois Municipal Retirement Fund Oak Brook, Illinois	$33.1M	-$3.06M	8	0.7%	Reduced
485	LBP AM Paris, France	$33M	+$2.78M	3	0.84%	Increased
486	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$32.9M	+$3.58M	9	0.88%	Increased
487	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$32.8M	-$48.7M	3	0.13%	Reduced
488	HP Harvey Partners Tarrytown, New York	$32.7M	-$5.26M	1	4.05%	Reduced
489	Steward Partners Investment Advisory New York	$32.6M	-$917K	19	0.52%	Reduced
490	GIP Granite Investment Partners El Segundo, California	$32.3M	-$18.5M	3	1.35%	Reduced
491	NIM Northeast Investment Management Boston, Massachusetts	$31.8M	+$148K	2	1.93%	Increased
492	Encompass Capital Advisors New York	$31.7M	+$12.2M	2	1.57%	Increased
493	KOC Koss-Olinger Consulting Gainesville, Florida	$31.4M	+$25M	3	3.92%	Increased
494	Atria Investments Charlotte, North Carolina	$31.4M	+$7.22M	5	0.59%	Increased
495	Appaloosa LP Short Hills, New Jersey	$31.1M	+$26.2M	1	1.64%	New
496	SI Schusterman Interests Tulsa, Oklahoma	$31.1M	$0	1	48.34%	Maintained
497	Leonteq Securities AG Zurich, Switzerland	$31M	-$116M	9	1.41%	Reduced
498	OP Oslo Pensjonsforsikring Oslo,	$30.9M	$0	1	5.81%	Maintained
499	Ethic Inc New York	$30.9M	+$3.55M	7	1.25%	Increased
500	Ferguson Wellman Capital Management Portland, Oregon	$30.9M	-$589K	3	0.78%	Reduced