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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	LHC Lodge Hill Capital New York	$19M	+$2.2M	1	6%	Increased
577	Brinker Capital Investments Berwyn, Pennsylvania	$19M	$0	7	0.3%	Maintained
578	Wedbush Securities Los Angeles, California	$19M	+$455K	5	0.9%	Increased
579	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$19M	+$21.5K	3	1.35%	Increased
580	MC Moors & Cabot Boston, Massachusetts	$19M	+$1.26M	5	1.19%	Increased
581	Engineers Gate Manager New York	$18.9M	+$15.2M	12	1.08%	Increased
582	AIC AWM Investment Company New York	$18.9M	+$4.16M	3	1.86%	Increased
583	Atria Investments Charlotte, North Carolina	$18.7M	+$3.19M	4	0.34%	Increased
584	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$18.7M	+$2.14M	2	0.95%	Increased
585	Vestcor Inc Fredericton, New Brunswick, Canada	$18.7M	+$250K	7	0.67%	Increased
586	Vanguard Personalized Indexing Management Oakland, California	$18.6M	+$5.53M	6	1.67%	Increased
587	Oppenheimer Asset Management New York	$18.6M	+$5.1M	8	0.26%	Increased
588	PTB Pioneer Trust Bank Salem, Oregon	$18.6M	-$989K	1	5.31%	Reduced
589	QIM Quest Investment Management Lake Oswego, Oregon	$18.4M	+$3.99M	1	1.69%	Increased
590	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$18.3M	+$740K	3	1.93%	Increased
591	SC Slow Capital Greenbrae, California	$18.2M	-$419K	2	3.34%	Reduced
592	Cerity Partners New York	$18.2M	+$94.8K	3	0.4%	Increased
593	VWM Valley Wealth Managers Paramus, New Jersey	$18.2M	-$788K	2	1.58%	Reduced
594	Avantax Advisory Services Dallas, Texas	$18.1M	-$1.54M	4	0.3%	Reduced
595	Burney Company Reston, Virginia	$18M	-$2.75M	7	0.85%	Reduced
596	NAM NorthCoast Asset Management Greenwich, Connecticut	$18M	+$2.39M	4	0.66%	Increased
597	Lincoln National Corp Radnor, Pennsylvania	$18M	-$62.6K	3	0.4%	Reduced
598	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$17.9M	+$290K	2	1.96%	Increased
599	CAN Claraphi Advisory Network Aliso Viejo, United States	$17.9M	-$3.91M	2	6.33%	Reduced
600	Alpha Cubed Investments Irvine, California	$17.9M	+$988K	2	1.35%	Increased