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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	CTC Chai Trust Company Chicago, Illinois	$24.5M	$0	1	2.73%	Maintained
577	AP Advisor Partners Walnut Creek, California	$24.5M	+$547K	5	1.53%	Increased
578	CCP Clough Capital Partners Boston, Massachusetts	$24.2M	-$43.4M	1	1.84%	Reduced
579	DAM Delta Asset Management Memphis, Tennessee	$24.2M	-$55.9K	2	2.34%	Reduced
580	SCM SIR Capital Management New York	$24.1M	+$756K	4	4.25%	Increased
581	Atria Investments Charlotte, North Carolina	$24M	+$2.5M	5	0.42%	Increased
582	WesBanco Bank Wheeling, West Virginia	$24M	+$353K	4	0.91%	Increased
583	AJ Ashburton (Jersey) St Helier, Jersey	$23.9M	-$290K	2	9.55%	Reduced
584	Sigma Planning Corp Ann Arbor, Michigan	$23.9M	-$87.2K	4	0.72%	Reduced
585	SC Slow Capital Greenbrae, California	$23.8M	+$983K	1	4.44%	Increased
586	Associated Banc-Corp Green Bay, Wisconsin	$23.6M	-$806K	3	0.91%	Reduced
587	Yacktman Asset Management Austin, Texas	$23.6M	-$705K	1	0.21%	Reduced
588	Leonteq Securities AG Zurich, Switzerland	$23.4M	-$22.6M	11	0.84%	Reduced
589	Carson Wealth (CWM LLC) Omaha, Nebraska	$23.4M	+$5.63M	19	0.17%	Increased
590	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$23.4M	+$198K	3	2.43%	Increased
591	GIP Granite Investment Partners El Segundo, California	$23.4M	-$1.35M	3	0.79%	Reduced
592	SC Sasco Capital Fairfield, Connecticut	$23.3M	-$4.82M	1	2.9%	Reduced
593	SCM Sandler Capital Management New York	$23.3M	+$13.4M	2	2.06%	Increased
594	Coldstream Capital Management Bellevue, Washington	$23.3M	-$1.52M	7	0.8%	Reduced
595	Independent Advisor Alliance Charlotte, North Carolina	$23.3M	+$3.43M	3	1.12%	Increased
596	Driehaus Capital Management Chicago, Illinois	$23.1M	-$26.1M	1	0.28%	Reduced
597	E Ergoteles New York	$23.1M	+$14.4M	10	0.88%	Increased
598	Farmers & Merchants Investments Inc Lincoln, Nebraska	$23M	-$244K	8	0.87%	Reduced
599	MAM Meeder Asset Management Dublin, Ohio	$22.9M	+$11.7M	14	1.12%	Increased
600	Cresset Asset Management Chicago, Illinois	$22.9M	-$9.48M	4	0.24%	Reduced