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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
551	GIA Granite Investment Advisors Concord, New Hampshire	$4.72M	+$1.32M	1	0.97%	Increased
552	CCA Castle Creek Arbitrage Avon, Colorado	$4.72M	+$5.01M	1	0.48%	New
553	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$4.71M	-$864K	1	2.73%	Reduced
554	CCB Cutter & Co Brokerage Ballwin, Missouri	$4.69M	-$1.24M	1	2.04%	Reduced
555	VHAM Van Hulzen Asset Management El Dorado Hills, California	$4.68M	+$2.89M	2	2.54%	Increased
556	PPCM Pillar Pacific Capital Management Pacifica, California	$4.68M	+$30.5K	3	0.74%	Increased
557	Conning Inc Hartford, Connecticut	$4.62M	-$2.65M	1	0.18%	Reduced
558	EWM Edge Wealth Management New York	$4.54M	-$105K	3	1.93%	Reduced
559	TCM Tributary Capital Management Omaha, Nebraska	$4.54M	+$1.58M	2	0.59%	Increased
560	MC Marcus Capital Northbrook, Illinois	$4.52M	+$10.8K	1	4.34%	Increased
561	CIC Cornercap Investment Counsel Atlanta, Georgia	$4.52M	+$807K	3	0.82%	Increased
562	Quantbot Technologies New York	$4.51M	+$3.12M	6	0.5%	Increased
563	NCM Nelson Capital Management Menlo Park, California	$4.5M	+$85.4K	2	1.6%	Increased
564	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.48M	+$4.41M	1	0.38%	New
565	Cambridge Investment Research Advisors Fairfield, Iowa	$4.46M	+$323K	5	0.08%	Increased
566	GCP GSA Capital Partners London, United Kingdom	$4.42M	-$2.09M	6	0.24%	Reduced
567	KAM Kavi Asset Management New York	$4.37M	-$775K	1	3.76%	Reduced
568	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$4.35M	+$66.2K	2	1.48%	Increased
569	LM Luminus Management Houston, Texas	$4.35M	-$4.94M	2	0.11%	Reduced
570	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.34M	-$44.9K	1	3.9%	Reduced
571	AMG National Trust Bank Greenwood Village, Colorado	$4.33M	+$262K	2	0.37%	Increased
572	BOK Financial Tulsa, Oklahoma	$4.26M	+$331K	4	0.14%	Increased
573	MAM Meeder Asset Management Dublin, Ohio	$4.26M	+$504K	5	0.36%	Increased
574	PFU Parus Finance (UK) London, United Kingdom	$4.25M	-$10M	1	0.64%	Reduced
575	Huntington National Bank Columbus, Ohio	$4.22M	+$1.5M	9	0.08%	Increased