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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	WesBanco Bank Wheeling, West Virginia	$21.4M	-$749	3	0.82%	Reduced
552	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$21.3M	-$1.32M	4	1.91%	Reduced
553	Stratos Wealth Partners Beachwood, Ohio	$21.3M	-$1.69M	4	0.54%	Reduced
554	Saba Capital Management New York	$21.1M	+$3.43M	4	0.51%	Increased
555	SteelPeak Wealth Woodland Hills, California	$21M	-$6.06M	3	1.39%	Reduced
556	Bowen Hanes & Co Ponte Vedra Beach, Florida	$20.9M	+$20.7M	2	0.64%	Increased
557	FTCM Fir Tree Capital Management New York	$20.4M	+$7.16M	4	0.69%	Increased
558	RBA Richard Bernstein Advisors New York	$20.4M	+$1.18M	2	0.41%	Increased
559	VHMC Value Holdings Management Company Hampton Bays, New York	$20.3M	+$564K	2	4.58%	Increased
560	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$20.2M	+$1.58M	3	2.55%	Increased
561	EP Edgestream Partners Princeton, New Jersey	$20.2M	+$9.06M	4	1.25%	Increased
562	Sigma Planning Corp Ann Arbor, Michigan	$20.2M	-$706K	8	0.61%	Reduced
563	SFI Siemens Fonds Invest Munich, Germany	$20.2M	+$5.03M	2	1.35%	Increased
564	Farmers & Merchants Investments Inc Lincoln, Nebraska	$20.1M	+$333K	9	0.85%	Increased
565	Krane Funds Advisors New York	$19.9M	+$1.69M	6	0.41%	Increased
566	IRF IBM Retirement Fund Armonk, New York	$19.9M	+$468K	4	1.55%	Increased
567	KC Kepos Capital New York	$19.8M	+$6.38M	10	1.33%	Increased
568	OneDigital Investment Advisors Overland Park, Kansas	$19.5M	-$132K	4	0.77%	Reduced
569	E Ergoteles New York	$19.3M	-$19.2M	10	0.71%	Reduced
570	AF Alerus Financial Grand Forks, North Dakota	$19.3M	+$4.74M	2	1.76%	Increased
571	UMB Bank Kansas City, Missouri	$19.3M	+$1.47M	2	0.43%	Increased
572	SSA South Street Advisors New York	$19.3M	-$2.28M	3	3.67%	Reduced
573	DP DDD Partners Bellevue, Washington	$19.2M	+$245K	1	2.87%	Increased
574	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$19.1M	-$149K	2	2.78%	Reduced
575	Point72 Asset Management Stamford, Connecticut	$19.1M	-$16.1M	2	0.08%	Reduced