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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	Soros Fund Management New York	$24M	+$20.1M	3	0.43%	Increased
527	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23.7M	-$76K	1	1.78%	Reduced
528	Advisory Services Network Atlanta, Georgia	$23.5M	+$1.52M	5	0.8%	Increased
529	H HoyleCohen San Diego, California	$23.4M	+$140K	2	2.44%	Increased
530	MA Mezzasalma Advisors Tinton Falls, New Jersey	$23.4M	-$9.01K	1	19.76%	Reduced
531	Chilton Capital Management Houston, Texas	$23.3M	-$10.4M	4	1.42%	Reduced
532	HVM Harvest Volatility Management Norwalk, Connecticut	$23.3M	-$3.25M	1	3.75%	Reduced
533	Polar Asset Management Partners Toronto, Ontario, Canada	$23.3M	-$3.47M	3	0.27%	Reduced
534	Mission Wealth Management Santa Barbara, California	$23.2M	+$1.2M	2	1.22%	Increased
535	Orbis Allan Gray Hamilton, Bermuda	$23M	+$10.6M	2	0.18%	Increased
536	GIP Granite Investment Partners El Segundo, California	$22.8M	+$3.68M	5	0.95%	Increased
537	VWA Visionary Wealth Advisors O'fallon, Illinois	$22.8M	-$798K	3	2.04%	Reduced
538	AI Aperture Investors New York	$22.7M	+$2.9M	1	3.79%	Increased
539	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$22.6M	-$29.2K	4	2.26%	Reduced
540	Perfromance Wealth Partners Hinsdale, Illinois	$22.6M	-$884K	1	1.27%	Reduced
541	KA Kintegral Advisory New York	$22.5M	+$576K	2	2.92%	Increased
542	Oppenheimer Asset Management New York	$22.3M	+$7.23M	9	0.37%	Increased
543	ING Group Amsterdam, Netherlands	$22.3M	+$23.1M	2	0.26%	Increased
544	EP Edgestream Partners Princeton, New Jersey	$22.2M	+$15.8M	4	1.75%	Increased
545	Nippon Life Global Investors Americas New York	$22.2M	-$3.4M	2	1.43%	Reduced
546	KL KIM LLC Wichita, Kansas	$21.9M	+$40.2M	3	1.05%	New
547	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$21.8M	+$1.6M	3	3.23%	Increased
548	Aptus Capital Advisors Fairhope, Alabama	$21.6M	+$11.3M	3	0.56%	Increased
549	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$21.6M	+$3.59M	3	1.99%	Increased
550	JCP Jennifer C. Price	$21.4M	+$25.3M	1	3.66%	New