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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
576	DIA Davidson Investment Advisors Great Falls, Montana	$8.54M	-$207K	1	0.94%	Reduced
577	BAM Barrett Asset Management New York	$8.5M	-$220K	3	0.54%	Reduced
578	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$8.44M	+$312K	4	0.62%	Increased
579	CF Copperwynd Financial Scottsdale, Arizona	$8.4M	-$1.37M	2	4.81%	Reduced
580	Artemis Investment Management Edinburgh, United Kingdom	$8.4M	+$7.14M	1	0.11%	New
581	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$8.34M	+$6.27M	1	8.46%	New
582	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$8.31M	+$435K	1	0.47%	Increased
583	CC Cannell & Co New York	$8.28M	+$1.29M	1	0.33%	Increased
584	First Allied Advisory Services San Diego, California	$8.26M	-$1.28M	7	0.31%	Reduced
585	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$8.25M	+$863K	2	0.39%	Increased
586	TCTC Holdings Dallas, Texas	$8.21M	+$7.69K	2	0.49%	Increased
587	MCM Matarin Capital Management New York	$8.2M	+$1.24M	3	1.64%	Increased
588	Harvest Fund Management Beijing, China	$8.16M	+$82.8K	3	0.75%	Increased
589	Brookfield Corp Toronto, Ontario, Canada	$8.16M	+$4.19M	3	0.05%	Increased
590	Hancock Whitney Gulfport, Mississippi	$8.11M	-$8.83M	6	0.31%	Reduced
591	CAN Claraphi Advisory Network Aliso Viejo, United States	$8.1M	+$1.02M	1	3.45%	Increased
592	H HoyleCohen San Diego, California	$8.07M	-$89.3K	1	1.35%	Reduced
593	WCMNY Westchester Capital Management (New York) Valhalla, New York	$8.06M	-$1.35M	1	0.35%	Reduced
594	OPCM Osborne Partners Capital Management San Francisco, California	$8.06M	-$1.9M	1	1.72%	Reduced
595	SRCM Sage Rock Capital Management New York	$8.05M	+$842K	2	2.42%	Increased
596	IP Intellectus Partners San Francisco, California	$8.01M	-$109K	1	3.1%	Reduced
597	HP Harvey Partners Tarrytown, New York	$7.99M	-$10.3M	3	9.64%	Reduced
598	SAM Shell Asset Management The Hague, Netherlands	$7.98M	-$1.04M	7	0.2%	Reduced
599	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.91M	+$7.41K	1	1.06%	Increased
600	Cullen Capital Management New York	$7.88M	-$197K	2	0.44%	Reduced