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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	GD Grandfield & Dodd New York	$36M	+$550K	4	2.31%	Increased
502	Mariner Independent Advisor Network Overland Park, Kansas	$35.8M	-$6.15M	1	1.68%	Reduced
503	Cerity Partners New York	$35.6M	+$26.3M	3	0.54%	Increased
504	Heard Capital LLC Chicago, Illinois	$35.4M	+$10.8M	1	5.53%	Increased
505	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$35M	+$2.72M	6	1.01%	Increased
506	CA Cornerstone Advisors Asheville, North Carolina	$34.9M	$0	1	1.89%	Maintained
507	Davis Selected Advisers Tucson, Arizona	$34.5M	-$102K	1	0.16%	Reduced
508	Vanguard Personalized Indexing Management Oakland, California	$34.4M	+$9.9M	6	2.03%	Increased
509	Loomis, Sayles & Company Boston, Massachusetts	$34.4M	+$36.2K	3	0.04%	Increased
510	Bowen Hanes & Co Ponte Vedra Beach, Florida	$34.1M	+$9.36M	2	0.96%	Increased
511	Chilton Capital Management Houston, Texas	$34M	+$17M	4	1.73%	Increased
512	DRW Securities Chicago, Illinois	$33.5M	+$29.1M	1	0.95%	Increased
513	KA Kintegral Advisory New York	$33.5M	$0	2	3.47%	Maintained
514	Cresset Asset Management Chicago, Illinois	$33.4M	+$1.95M	6	0.32%	Increased
515	R.M. Davis Inc Portland, Maine	$33.4M	+$1.06M	2	0.74%	Increased
516	NIM Northeast Investment Management Boston, Massachusetts	$33.1M	+$871K	2	1.62%	Increased
517	MFP Michael F. Price	$33M	$0	1	3.65%	Maintained
518	HCM Hawkeye Capital Management Miami Beach, Florida	$33M	+$35.1M	2	13.26%	New
519	SCM Stonehill Capital Management New York	$32.9M	+$12.6M	1	7.23%	Increased
520	SIM Sadoff Investment Management Milwaukee, Wisconsin	$32.7M	+$99.8K	1	1.91%	Increased
521	CC Cannell & Co New York	$32.4M	+$18.3M	2	0.92%	Increased
522	AI Aperture Investors New York	$32.3M	+$31.3M	2	4.16%	New
523	PHM Prospect Hill Management Short Hills, New Jersey	$32.3M	$0	1	18.63%	Maintained
524	First National Bank of Omaha Omaha, Nebraska	$32.3M	-$2.1M	5	1.54%	Reduced
525	CMG Cavalry Management Group San Francisco, California	$32.3M	-$8.96M	2	3.67%	Reduced