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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
526	GA Gagnon Advisors New York	$21.4M	-$2.93M	1	8.14%	Reduced
527	QF QVT Financial New York	$21.4M	$0	1	1.41%	Maintained
528	Credit Agricole Montrouge Cedex, France	$21.4M	-$3.87M	5	0.44%	Reduced
529	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.3M	+$5.25M	2	0.7%	Increased
530	NRS Neville Rodie & Shaw New York	$21.3M	+$13.8K	3	1.64%	Increased
531	Burney Company Reston, Virginia	$21.2M	+$191K	8	0.99%	Increased
532	IEQ Capital Foster City, California	$20.9M	+$15.9M	2	0.61%	Increased
533	Picton Mahoney Asset Management Toronto, Ontario, Canada	$20.9M	+$5.58M	5	0.61%	Increased
534	Stratos Wealth Partners Beachwood, Ohio	$20.8M	+$975K	5	0.52%	Increased
535	PHM Prospect Hill Management Short Hills, New Jersey	$20.7M	+$86K	1	15%	Increased
536	Livforsakringsbolaget Skandia Stockholm, Sweden	$20.6M	-$582K	3	1.23%	Reduced
537	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$20.4M	-$3.75M	2	2.27%	Reduced
538	JCM Jag Capital Management St Louis, Missouri	$20.3M	-$494K	1	1.59%	Reduced
539	Cresset Asset Management Chicago, Illinois	$20.1M	+$1.97M	5	0.28%	Increased
540	Advisory Services Network Atlanta, Georgia	$20.1M	-$7.52M	18	0.63%	Reduced
541	Alkeon Capital Management New York	$19.8M	$0	1	0.03%	Maintained
542	ACM Arosa Capital Management Miami Beach, Florida	$19.7M	-$5.01M	6	3.99%	Reduced
543	Mission Wealth Management Santa Barbara, California	$19.7M	+$474K	3	1.04%	Increased
544	PTB Pioneer Trust Bank Salem, Oregon	$19.6M	-$546K	1	5.58%	Reduced
545	MCM Manchester Capital Management Manchester, Vermont	$19.5M	-$406K	6	2.69%	Reduced
546	CAN Claraphi Advisory Network Aliso Viejo, United States	$19.5M	-$3.73M	1	5.87%	Reduced
547	Wealthfront Advisers Palo Alto, California	$19.5M	+$6.92M	3	0.09%	Increased
548	VWM Valley Wealth Managers Paramus, New Jersey	$19.5M	-$691K	2	1.65%	Reduced
549	WesBanco Bank Wheeling, West Virginia	$19.5M	+$6.33M	3	0.73%	Increased
550	Sigma Planning Corp Ann Arbor, Michigan	$19.4M	-$4.17M	8	0.58%	Reduced