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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
501	KMC Kirr Marbach & Co Columbus, Indiana	$14.2M	-$1.11M	2	5.28%	Reduced
502	Brinker Capital Investments Berwyn, Pennsylvania	$14.2M	+$12.5M	7	0.24%	Increased
503	RHJA Rice Hall James & Associates San Diego, California	$14M	-$8.94M	4	0.56%	Reduced
504	KA Kintegral Advisory New York	$14M	-$376K	2	2.12%	Reduced
505	Stratos Wealth Partners Beachwood, Ohio	$13.9M	+$295K	2	0.46%	Increased
506	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$13.9M	+$120K	3	0.74%	Increased
507	Great Lakes Advisors Chicago, Illinois	$13.8M	+$1.85M	6	0.29%	Increased
508	IRF IBM Retirement Fund Armonk, New York	$13.8M	+$3.2M	4	1.18%	Increased
509	NRS Neville Rodie & Shaw New York	$13.7M	-$178K	3	1.29%	Reduced
510	CA Cullinan Associates Louisville, Kentucky	$13.7M	+$2.98M	2	0.88%	Increased
511	AP Archon Partners Princeton Junction, New Jersey	$13.6M	$0	1	2.14%	Maintained
512	Crossmark Global Holdings Houston, Texas	$13.5M	-$650K	10	0.38%	Reduced
513	DCM Divisar Capital Management San Francisco, California	$13.4M	-$708K	1	4.42%	Reduced
514	D.A. Davidson & Co Great Falls, Montana	$13.3M	-$2.36M	6	0.23%	Reduced
515	FBP Flippin Bruce & Porter Lynchburg, Virginia	$13.3M	-$758K	1	2.98%	Reduced
516	PDM Penn Davis McFarland Dallas, Texas	$13.2M	-$10.6K	1	3.45%	Reduced
517	Martingale Asset Management Boston, Massachusetts	$13.2M	-$4.49M	9	0.16%	Reduced
518	O'Shaughnessy Asset Management Stamford, Connecticut	$13.2M	+$3.86M	14	0.4%	Increased
519	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$13.1M	-$3.4M	3	1.62%	Reduced
520	AIM Aurora Investment Managers Naples, Florida	$13M	-$458K	1	11.8%	Reduced
521	KAM Karani Asset Management New York	$12.9M	-$8.62M	1	8.65%	Reduced
522	Tiedemann Advisors New York	$12.9M	-$701K	2	0.62%	Reduced
523	Hennessy Advisors Inc Novato, California	$12.9M	-$602K	3	0.89%	Reduced
524	Capital International Sarl Los Angeles, California	$12.8M	+$1.34M	1	1.58%	Increased
525	Baker Avenue Asset Management San Francisco, California	$12.8M	+$233K	3	0.98%	Increased