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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	Mission Wealth Management Santa Barbara, California	$11.8M	-$129K	1	0.88%	Reduced
552	SSA South Street Advisors New York	$11.8M	-$159K	2	2.85%	Reduced
553	TU TDAM USA Toronto, Ontario, Canada	$11.8M	-$277K	2	0.81%	Reduced
554	HSA Hussman Strategic Advisors Ellicott City, Maryland	$11.5M	-$4.19M	4	3.05%	Reduced
555	NI Nuance Investments Kansas City, Missouri	$11.5M	-$11.2M	1	0.27%	Reduced
556	Trexquant Investment Stamford, Connecticut	$11.5M	-$3.67M	8	0.74%	Reduced
557	MCM Matarin Capital Management New York	$11.5M	+$2.11M	5	2.4%	Increased
558	BOK Financial Tulsa, Oklahoma	$11.5M	+$2.49M	3	0.25%	Increased
559	Driehaus Capital Management Chicago, Illinois	$11.4M	+$244K	3	0.24%	Increased
560	DZ Bank Frankfurt Am Main, Germany	$11.4M	+$2.07M	2	0.03%	Increased
561	Stephens Inc Little Rock, Arkansas	$11.4M	-$1.33M	3	0.22%	Reduced
562	TAM Third Avenue Management New York	$11.3M	-$1.06M	1	1.57%	Reduced
563	Granahan Investment Management Waltham, Massachusetts	$11.2M	+$8.52M	1	0.38%	New
564	CCA Castle Creek Arbitrage Avon, Colorado	$11.2M	+$2.25M	2	0.86%	Increased
565	Independent Advisor Alliance Charlotte, North Carolina	$11.2M	-$1.32M	3	0.85%	Reduced
566	CC Cannell & Co New York	$11.2M	$0	1	0.41%	Maintained
567	SL Stevard LLC Chicago, Illinois	$11.2M	+$9M	2	4.65%	Increased
568	PFC Phocas Financial Corp Alameda, California	$11.1M	-$3.24M	2	1.79%	Reduced
569	RBA Richard Bernstein Advisors New York	$11.1M	$0	2	0.31%	Maintained
570	Cetera Advisor Networks El Segundo, California	$11.1M	+$1.93M	4	0.29%	Increased
571	WCMNY Westchester Capital Management (New York) Valhalla, New York	$11M	+$3.1M	2	0.46%	Increased
572	Credit Agricole Montrouge Cedex, France	$11M	-$15.8M	3	0.58%	Reduced
573	South Dakota Investment Council Sioux Falls, South Dakota	$10.8M	-$27.9K	4	0.24%	Reduced
574	VWA Visionary Wealth Advisors O'fallon, Illinois	$10.8M	+$350K	2	1.52%	Increased
575	Braun Stacey Associates New York	$10.7M	+$10.3M	1	0.57%	New