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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	Brinker Capital Investments Berwyn, Pennsylvania	$17.8M	-$892K	7	0.27%	Reduced
552	Wealthspire Advisors (New York) New York	$17.8M	+$2.5M	3	0.42%	Increased
553	Meag Munich Ergo Munich, Germany	$17.8M	+$15.5M	2	1.79%	Increased
554	Cetera Advisor Networks El Segundo, California	$17.7M	-$2.24M	6	0.37%	Reduced
555	Belvedere Trading Chicago, Illinois	$17.7M	+$18.7M	3	1.45%	Increased
556	Cresset Asset Management Chicago, Illinois	$17.5M	+$11.4M	4	0.28%	Increased
557	Capital International Sarl Los Angeles, California	$17.4M	+$508K	1	1.66%	Increased
558	V ValueWorks New York	$17.4M	-$506K	1	9.85%	Reduced
559	TIP Torray Investment Partners Bethesda, Maryland	$17.3M	$0	1	2.7%	Maintained
560	Gotham Asset Management New York	$17.2M	-$15.2M	9	0.77%	Reduced
561	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$17.1M	+$2M	3	1.83%	Increased
562	DP DDD Partners Bellevue, Washington	$17M	-$5.92M	1	2.9%	Reduced
563	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$17M	+$4.79M	3	1.25%	Increased
564	HAM Hillcrest Asset Management Plano, Texas	$16.9M	-$74.7K	1	1.98%	Reduced
565	Orion Portfolio Solutions Omaha, Nebraska	$16.9M	+$748K	3	0.73%	Increased
566	QF QVT Financial New York	$16.8M	-$175M	1	1.18%	Reduced
567	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$16.8M	+$17.7M	3	2.63%	Increased
568	RBA Richard Bernstein Advisors New York	$16.7M	$0	2	0.38%	Maintained
569	GA GFS Advisors Houston, Texas	$16.7M	+$18.8M	1	3.9%	New
570	HAM Honeycomb Asset Management New York	$16.7M	+$18.8M	1	1%	New
571	Personal Capital Advisors Redwood City, California	$16.6M	-$3.69M	1	0.1%	Reduced
572	BPIM Brant Point Investment Management New York	$16.5M	-$9.24M	3	1.8%	Reduced
573	VWA Visionary Wealth Advisors O'fallon, Illinois	$16.4M	-$1.29M	3	1.72%	Reduced
574	Lincoln National Corp Radnor, Pennsylvania	$16.4M	+$2.17M	4	0.4%	Increased
575	CTC Chai Trust Company Chicago, Illinois	$16.3M	$0	1	1.67%	Maintained