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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	NewEdge Advisors New Orleans, Louisiana	$20.4M	+$9.27M	22	0.55%	Increased
552	OneDigital Investment Advisors Overland Park, Kansas	$20.2M	+$229K	4	0.59%	Increased
553	Advisors Capital Management Ridgewood, New Jersey	$20.1M	-$84.2K	2	0.55%	Reduced
554	IEQ Capital Foster City, California	$19.9M	-$10.6M	3	0.56%	Reduced
555	Yacktman Asset Management Austin, Texas	$19.9M	-$558K	1	0.2%	Reduced
556	Advisory Services Network Atlanta, Georgia	$19.8M	+$2.87M	21	0.61%	Increased
557	Capital Advisors Inc Tulsa, Oklahoma	$19.7M	+$217K	2	0.56%	Increased
558	WhitTier Trust Company Reno, Nevada	$19.7M	+$4.44M	7	0.78%	Increased
559	Orion Portfolio Solutions Omaha, Nebraska	$19.7M	+$377K	4	0.69%	Increased
560	Alkeon Capital Management New York	$19.7M	-$4.12M	1	0.08%	Reduced
561	HCM Hawkeye Capital Management Miami Beach, Florida	$19.7M	-$2.53M	1	18.09%	Reduced
562	GGI Godsey & Gibb Inc Richmond, Virginia	$19.6M	+$19.3M	3	3.72%	New
563	KCM Kingdon Capital Management New York	$19.6M	+$19.5M	1	3.9%	New
564	VWM Valley Wealth Managers Paramus, New Jersey	$19.6M	-$1.41M	2	1.82%	Reduced
565	LFDLE La Financiere de L'Echiquier Paris, France	$19.6M	+$10.6M	1	1.24%	Increased
566	AssetMark Inc Concord, California	$19.5M	+$8.66M	12	0.08%	Increased
567	Polar Asset Management Partners Toronto, Ontario, Canada	$19.5M	+$5.36M	3	0.24%	Increased
568	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$19.5M	+$1.52M	15	0.23%	Increased
569	CIA CCM Investment Advisers Columbia, South Carolina	$19.4M	+$5.52M	2	3.07%	Increased
570	IECM Intrinsic Edge Capital Management Chicago, Illinois	$19.3M	-$5.11M	3	1.93%	Reduced
571	Emerald Advisers Leola, Pennsylvania	$19.3M	+$7.44M	4	0.93%	Increased
572	Profund Advisors Bethesda, Maryland	$19M	+$4.13M	7	1.23%	Increased
573	Brookfield Corp Toronto, Ontario, Canada	$18.9M	+$2.09M	2	0.07%	Increased
574	Moore Capital Management New York	$18.8M	+$9.96M	3	0.45%	Increased
575	ING Group Amsterdam, Netherlands	$18.8M	+$21M	2	0.19%	Increased