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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	Clal Insurance Tel-Aviv, Israel	$64.6M	+$51.5M	2	0.58%	New
552	WTA Washington Trust Advisors Wellesley, Massachusetts	$64.5M	-$542K	6	5.39%	Reduced
553	SC Strategy Capital Los Altos, California	$64.4M	-$1.76M	1	5.24%	Reduced
554	Algert Global San Francisco, California	$64.4M	-$5.11M	12	1.52%	Reduced
555	Vaughan David Investments Peoria, Illinois	$63.7M	-$3.44M	3	1.51%	Reduced
556	Moran Wealth Management Naples, Florida	$63.3M	-$1.73M	5	2.02%	Reduced
557	Braun Stacey Associates New York	$63.2M	-$4.85M	3	2.36%	Reduced
558	Twin Tree Management Dallas, Texas	$62.4M	+$5.73M	5	0.11%	Increased
559	Brookstone Capital Management Wheaton, Illinois	$62.4M	-$4.77M	4	0.91%	Reduced
560	TPI Trust Point Inc La Crosse, Wisconsin	$62M	+$1.08M	5	4.3%	Increased
561	WAM WT Asset Management Hong Kong	$61.8M	-$65.5M	3	6.81%	Reduced
562	Jain Global New York	$61.8M	+$57.4M	6	1.84%	New
563	GF Greenhouse Funds Baltimore, Maryland	$61.6M	+$43.3K	2	2.57%	Increased
564	Groupe la Francaise Paris, France	$61.5M	+$61.5M	5	1.52%	New
565	Freestone Grove Partners San Francisco, California	$61.4M	+$59.3M	5	0.75%	New
566	HCS Himension Capital (Singapore) Singapore	$61.1M	-$35.7M	2	4.23%	Reduced
567	AHC Adell Harriman & Carpenter Houston, Texas	$61.1M	+$649K	3	4.25%	Increased
568	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$60.8M	+$11.4M	2	4.36%	Increased
569	Cable Car Capital San Francisco, California	$60.5M	+$48.2M	1	2.38%	New
570	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$59.9M	-$1.04M	7	2.28%	Reduced
571	CP Cumberland Partners Toronto, Ontario, Canada	$59.8M	+$3.88M	2	4.17%	Increased
572	MFAM Motley Fool Asset Management Alexandria, Virginia	$59.3M	+$5.84M	1	3.09%	Increased
573	Raiffeisen Bank International Vienna, Austria	$59.2M	+$57.2M	8	0.9%	New
574	Dodge & Cox San Francisco, California	$59M	-$943K	1	0.03%	Reduced
575	SFM Stack Financial Management Whitefish, Montana	$58.6M	-$997K	1	5.36%	Reduced