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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	Brinker Capital Investments Berwyn, Pennsylvania	$39.8M	-$4.93M	7	0.42%	Reduced
477	Orion Portfolio Solutions Omaha, Nebraska	$39.8M	-$4.93M	7	0.42%	Reduced
478	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$39.7M	-$978K	11	0.89%	Reduced
479	Stephens Investment Management Group Houston, Texas	$39.6M	+$892K	1	0.62%	Increased
480	VHAM Van Hulzen Asset Management El Dorado Hills, California	$39.5M	-$5.23M	2	3.37%	Reduced
481	Ferguson Wellman Capital Management Portland, Oregon	$39.1M	+$1.8M	3	0.92%	Increased
482	Atria Investments Charlotte, North Carolina	$39.1M	+$627K	5	0.71%	Increased
483	HRT Financial New York	$38.9M	+$2.04M	16	0.36%	Increased
484	CT Cambridge Trust Cambridge, Massachusetts	$38.9M	-$278K	4	1.76%	Reduced
485	Clear Street New York	$38.8M	-$77.7M	2	0.38%	Reduced
486	E. Ohman J:or Asset Management Stockholm, Sweden	$38.6M	+$1.59M	4	1.39%	Increased
487	GIP Granite Investment Partners El Segundo, California	$38.4M	+$232K	4	1.53%	Increased
488	BWP Balboa Wealth Partners Scottsdale, Arizona	$38.3M	-$376K	2	13.35%	Reduced
489	NRS Neville Rodie & Shaw New York	$38.1M	+$2.24M	3	3.28%	Increased
490	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$38M	+$111K	2	0.14%	Increased
491	Carson Wealth (CWM LLC) Omaha, Nebraska	$37.7M	+$989K	24	0.23%	Increased
492	Granahan Investment Management Waltham, Massachusetts	$37.4M	+$28.4K	2	1.15%	Increased
493	DSAM Dock Street Asset Management Palm Beach, Florida	$37.3M	+$4.08M	1	6.42%	Increased
494	WI Wafra Inc New York	$37.2M	+$32.6M	1	1.22%	New
495	South Dakota Investment Council Sioux Falls, South Dakota	$36.9M	-$1.33M	5	0.77%	Reduced
496	Advisory Services Network Atlanta, Georgia	$36.8M	+$874K	7	0.98%	Increased
497	AT Avalon Trust Santa Fe, New Mexico	$36.7M	+$245K	4	3.32%	Increased
498	NIM Northeast Investment Management Boston, Massachusetts	$36.7M	-$473K	2	2.07%	Reduced
499	Avantax Advisory Services Dallas, Texas	$36.6M	+$206K	6	0.42%	Increased
500	MLICM Metropolitan Life Insurance Company (MetLife) New York	$36.6M	+$2.49M	18	1.78%	Increased