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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	VC Voss Capital Houston, Texas	$112M	+$18.5M	1	5.35%	Increased
477	Advisors Asset Management Monument, Colorado	$110M	-$3.67M	18	1.85%	Reduced
478	Avanza Fonder Stockholm, Sweden	$110M	-$51.1M	4	2.79%	Reduced
479	Stratos Wealth Partners Beachwood, Ohio	$110M	+$15.4M	13	1.24%	Increased
480	Parnassus Investments San Francisco, California	$109M	+$44.8M	3	0.28%	Increased
481	Atalanta Sosnoff Capital New York	$109M	+$22.1M	2	2.12%	Increased
482	Vident Advisory Alpharetta, Georgia	$108M	+$3.75M	12	0.98%	Increased
483	FACM Forest Avenue Capital Management Miami, Florida	$107M	-$17M	1	7.07%	Reduced
484	Carnegie Investment Counsel Pepper Pike, Ohio	$107M	-$1.38M	6	1.98%	Reduced
485	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$107M	+$5M	5	3.74%	Increased
486	B. Metzler seel. Sohn & Co Frankfurt, Germany	$107M	+$134K	7	0.93%	Increased
487	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$106M	+$58.7M	4	0.91%	Increased
488	BSL Blue Sparrow LLC Dover, Delaware	$106M	+$104M	2	2%	New
489	Oberweis Asset Management Lisle, Illinois	$106M	+$3.96M	5	3.86%	Increased
490	United Capital Financial Advisors Irving, Texas	$105M	+$8.9M	6	0.63%	Increased
491	Centiva Capital New York	$105M	+$73M	8	0.86%	Increased
492	Perigon Wealth Management San Francisco, California	$105M	+$43M	12	1.87%	Increased
493	Kentucky Retirement Systems Frankfort, Kentucky	$104M	-$20.4K	5	2.81%	Reduced
494	Allworth Financial Folsom, California	$104M	+$13.7M	30	0.42%	Increased
495	Cresset Asset Management Chicago, Illinois	$104M	+$6.65M	11	0.44%	Increased
496	Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida	$103M	+$102M	1	3.08%	New
497	Fort Washington Investment Advisors Cincinnati, Ohio	$103M	-$309K	4	0.55%	Reduced
498	PFM Privium Fund Management Amsterdam, Netherlands	$103M	-$6.87M	1	18.92%	Reduced
499	ABN AMRO Investment Solutions Paris Cedex 008,	$103M	+$60.8M	4	1.52%	Increased
500	Huntington National Bank Columbus, Ohio	$103M	+$97K	20	0.62%	Increased