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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$22.2M	-$20.7M	2	0.2%	Reduced
527	CWA Canvas Wealth Advisors Shawnee, Kansas	$22.1M	+$1.19M	2	9.25%	Increased
528	VHMC Value Holdings Management Company Hampton Bays, New York	$22M	-$908K	2	4.97%	Reduced
529	Ethic Inc New York	$21.6M	+$2.37M	8	1.16%	Increased
530	Achmea Investment Management Zeist, Netherlands	$21.6M	+$1.18M	3	0.72%	Increased
531	PR Payden & Rygel Los Angeles, California	$21.5M	+$16.9M	1	1.15%	Increased
532	Chartwell Investment Partners Berywn, Pennsylvania	$21.4M	+$2.39M	4	0.85%	Increased
533	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$21.4M	-$12.1M	3	0.87%	Reduced
534	Hantz Financial Services Southfield, Michigan	$21.3M	+$1.42M	7	0.64%	Increased
535	SteelPeak Wealth Woodland Hills, California	$21.2M	+$5.19M	2	1.56%	Increased
536	Stephens Inc Little Rock, Arkansas	$21.1M	+$5.74M	5	0.43%	Increased
537	OCM Ogborne Capital Management San Francisco, California	$21.1M	-$3.95M	1	71.87%	Reduced
538	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$21.1M	-$1.72M	2	0.73%	Reduced
539	Manning & Napier Group Fairport, New York	$21M	-$344K	1	0.26%	Reduced
540	Tortoise Capital Advisors Overland Park, Kansas	$20.8M	+$10.3M	2	0.31%	Increased
541	NPF Norris Perne & French Grand Rapids, Michigan	$20.8M	+$270K	1	2.05%	Increased
542	Veritable Wilmington, Delaware	$20.8M	+$16.3M	8	0.36%	Increased
543	SCM Silvant Capital Management Atlanta, Georgia	$20.8M	-$14.5M	3	1.47%	Reduced
544	AI Aperture Investors New York	$20.7M	-$8.78M	1	3.38%	Reduced
545	LHC Lodge Hill Capital New York	$20.7M	+$6.92M	1	5.37%	Increased
546	Aptus Capital Advisors Fairhope, Alabama	$20.5M	+$3.49M	5	0.63%	Increased
547	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$20.5M	-$5.46M	3	3.23%	Reduced
548	Meitav Investment House Bene-Beraq, Israel	$20.4M	+$28.3M	2	0.35%	Increased
549	Duff & Phelps Investment Management Chicago, Illinois	$20.4M	-$4.12M	2	0.25%	Reduced
550	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$20.4M	+$613K	3	0.59%	Increased