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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	Davis Selected Advisers Tucson, Arizona	$32.7M	-$34.5M	1	0.18%	Reduced
552	F.L. Putnam Investment Management Lynnfield, Massachusetts	$32.4M	-$3.92M	6	0.69%	Reduced
553	TIA Traphagen Investment Advisors Oradell, New Jersey	$32.4M	+$28M	3	3.45%	Increased
554	Holocene Advisors New York	$32.2M	+$19.2M	4	0.12%	Increased
555	iA Global Asset Management Quebec, Quebec, Canada	$32M	+$1.15M	2	0.66%	Increased
556	Readystate Asset Management Chicago, Illinois	$31.8M	+$35.4M	1	0.45%	New
557	Bragg Financial Advisors Charlotte, North Carolina	$31.7M	-$111K	4	1.42%	Reduced
558	Klingenstein Fields & Co New York	$31.5M	-$1.39M	2	1.31%	Reduced
559	CA Cornerstone Advisors Asheville, North Carolina	$31.4M	-$195K	2	1.3%	Reduced
560	Bridgeway Capital Management Houston, Texas	$31.3M	+$2.02M	10	0.64%	Increased
561	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$31M	-$3.57M	7	0.84%	Reduced
562	UBS O'Connor Chicago, Illinois	$30.9M	+$13.6M	3	0.89%	Increased
563	PI PFG Investments Woodbury, New York	$30.9M	+$8.8M	7	1.87%	Increased
564	Slate Path Capital New York	$30.8M	+$30.1M	1	0.61%	New
565	Aptus Capital Advisors Fairhope, Alabama	$30.7M	+$8.96M	6	0.57%	Increased
566	Country Trust Bank Bloomington, Illinois	$30.4M	-$2.69M	3	0.79%	Reduced
567	Raymond James Trust St. Petersburg, Florida	$30.4M	-$38.4K	7	0.74%	Reduced
568	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$30.3M	+$9.37M	1	0.71%	Increased
569	Moore Capital Management New York	$30.3M	+$13.6M	4	0.48%	Increased
570	PAIM Punch & Associates Investment Management Edina, Minnesota	$30.3M	+$1.16M	1	1.72%	Increased
571	Meitav Investment House Bene-Beraq, Israel	$30.3M	+$28.2M	2	0.59%	Increased
572	ECM Engle Capital Management Greenwich, Connecticut	$30.1M	+$19.8M	2	8.38%	Increased
573	Busey Bank Urbana, Illinois	$30M	-$2.01M	4	1.06%	Reduced
574	Leonteq Securities AG Zurich, Switzerland	$30M	+$16.8M	13	2.23%	Increased
575	First Citizens Bank & Trust Raleigh, North Carolina	$29.8M	+$7.11M	3	0.57%	Increased