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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	DAM Delta Asset Management Memphis, Tennessee	$23.4M	+$64.4K	4	2.25%	Increased
502	Eastern Bank Boston, Massachusetts	$23.4M	+$204K	1	1.15%	Increased
503	Associated Banc-Corp Green Bay, Wisconsin	$23.4M	-$3.01M	3	0.92%	Reduced
504	AF Advisornet Financial Minnetonka, Minnesota	$23.3M	-$1.06M	9	1.55%	Reduced
505	Exencial Wealth Advisors Oklahoma City, Oklahoma	$23.1M	-$3.22M	2	1.25%	Reduced
506	Meyer Handelman Company Rye Brook, New York	$23.1M	-$101K	2	0.91%	Reduced
507	HA Heartland Advisors Milwaukee, Wisconsin	$23M	+$4.06M	3	1.33%	Increased
508	JIR James Investment Research Alpha, Ohio	$23M	+$894K	4	1.97%	Increased
509	VHAM Van Hulzen Asset Management El Dorado Hills, California	$22.9M	+$98K	2	3.44%	Increased
510	AR Advisory Research Chicago, Illinois	$22.7M	+$177K	4	1.5%	Increased
511	Pinnacle Associates New York	$22.7M	-$284K	7	0.41%	Reduced
512	APA American Portfolios Advisors Holbrook, New York	$22.7M	+$485K	18	0.88%	Increased
513	Assenagon Asset Management Senningerberg, Luxembourg	$22.6M	+$13.1M	5	0.08%	Increased
514	IA Icon Advisers Greenwood Village, Colorado	$22.5M	+$1.23M	6	3.67%	Increased
515	AA Apriem Advisors Irvine, California	$22.5M	+$24.7K	2	3.35%	Increased
516	FC Franchise Capital Grand Cayman, Cayman Islands	$22.2M	-$13.5M	1	1.92%	Reduced
517	Heard Capital LLC Chicago, Illinois	$22.2M	+$5.37M	1	5.03%	Increased
518	Mariner Independent Advisor Network Overland Park, Kansas	$22.2M	-$8.84M	1	1.01%	Reduced
519	Wedge Capital Management Charlotte, North Carolina	$22M	-$4.24M	2	0.27%	Reduced
520	KA Kintegral Advisory New York	$22M	$0	2	2.6%	Maintained
521	VHMC Value Holdings Management Company Hampton Bays, New York	$21.9M	$0	2	4.94%	Maintained
522	H HoyleCohen San Diego, California	$21.9M	-$335K	2	1.7%	Reduced
523	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$21.7M	+$606K	5	0.7%	Increased
524	GAI General American Investors New York	$21.7M	$0	1	1.81%	Maintained
525	HCC Hill City Capital Boston, Massachusetts	$21.5M	$0	1	6.52%	Maintained