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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	CA Cullinan Associates Louisville, Kentucky	$16.2M	-$4.04M	2	0.93%	Reduced
577	CIS Connors Investor Services Wyomissing, Pennsylvania	$16M	+$4.36M	3	1.82%	Increased
578	Wedbush Securities Los Angeles, California	$16M	+$6.76M	6	0.88%	Increased
579	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15.9M	+$2.3M	8	0.76%	Increased
580	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$15.8M	+$1.06M	9	0.8%	Increased
581	PDM Penn Davis McFarland Dallas, Texas	$15.8M	+$156K	2	3.02%	Increased
582	Vident Investment Advisory Alpharetta, Georgia	$15.7M	-$39.8K	6	0.53%	Reduced
583	VA Verdad Advisers Boston, Massachusetts	$15.7M	-$1.35M	1	5%	Reduced
584	MC Moors & Cabot Boston, Massachusetts	$15.6M	-$965K	5	1.2%	Reduced
585	MCM McKinley Capital Management Anchorage, Alaska	$15.6M	-$2.95M	1	1.18%	Reduced
586	MFAM Motley Fool Asset Management Alexandria, Virginia	$15.6M	+$2.21M	1	1.12%	Increased
587	LHC Lodge Hill Capital New York	$15.6M	+$6.83M	1	6.13%	Increased
588	Allstate Corporation Northbrook, Illinois	$15.6M	+$1.09M	3	0.49%	Increased
589	Avantax Advisory Services Dallas, Texas	$15.6M	-$2.87M	5	0.33%	Reduced
590	Alpha Cubed Investments Irvine, California	$15.4M	-$2.21M	2	1.2%	Reduced
591	Baker Avenue Asset Management San Francisco, California	$15.4M	+$118K	2	0.94%	Increased
592	Geneos Wealth Management Englewood, Colorado	$15.3M	+$5.67M	17	0.43%	Increased
593	PP PDT Partners New York	$15.2M	-$349K	3	1.09%	Reduced
594	JIP Jaffetilchin Investment Partners Tampa, Florida	$15.1M	+$6.71M	2	1.78%	Increased
595	EIP Easterly Investment Partners Beverly, Massachusetts	$15M	-$6.71M	2	1.8%	Reduced
596	PFC Phocas Financial Corp Alameda, California	$15M	+$3.07M	3	1.98%	Increased
597	Andra AP-fonden Goteborg, Sweden	$14.9M	-$1.72M	2	0.33%	Reduced
598	Williams Jones Wealth Management New York	$14.8M	+$1.69M	2	0.23%	Increased
599	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$14.7M	-$1.81M	3	0.91%	Reduced
600	Alkeon Capital Management New York	$14.6M	+$17.7M	1	0.02%	New