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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	CT Cambridge Trust Cambridge, Massachusetts	$19.5M	+$3.99M	4	0.86%	Increased
577	DRW Securities Chicago, Illinois	$19.4M	-$1.02M	1	0.47%	Reduced
578	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$19.4M	-$1.03M	3	2.4%	Reduced
579	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19.4M	+$636K	8	0.83%	Increased
580	TCM Tao Capital Management San Francisco, California	$19.4M	$0	1	13.4%	Maintained
581	PC Periscope Capital Toronto, Ontario, Canada	$19.3M	-$1.35M	2	0.51%	Reduced
582	Baker Avenue Asset Management San Francisco, California	$19.3M	-$38K	3	1.27%	Reduced
583	Associated Banc-Corp Green Bay, Wisconsin	$19.2M	-$250K	3	0.84%	Reduced
584	AJ Ashburton (Jersey) St Helier, Jersey	$19.1M	-$330K	1	9.38%	Reduced
585	Carnegie Investment Counsel Pepper Pike, Ohio	$19M	+$2.27M	2	0.86%	Increased
586	LCG Luxor Capital Group New York	$18.9M	-$10.5M	1	0.83%	Reduced
587	Yacktman Asset Management Austin, Texas	$18.9M	-$301K	1	0.2%	Reduced
588	VHMC Value Holdings Management Company Hampton Bays, New York	$18.8M	$0	2	4.46%	Maintained
589	Laird Norton Wetherby Wealth Management San Francisco, California	$18.7M	+$4.4M	6	1.28%	Increased
590	CCP Corient Capital Partners Newport Beach, California	$18.5M	+$459K	4	1.4%	Increased
591	Wedbush Securities Los Angeles, California	$18.5M	+$2.16M	3	1.01%	Increased
592	Prudential plc London, England, United Kingdom	$18.5M	-$37.3K	3	0.33%	Reduced
593	GAI General American Investors New York	$18.4M	$0	1	1.85%	Maintained
594	Independent Financial Group San Diego, California	$18.1M	-$29M	2	1.94%	Reduced
595	AWM Adams Wealth Management Logan, Utah	$17.9M	-$573K	1	6.8%	Reduced
596	RCW Rheos Capital Works Tokyo, Japan	$17.9M	-$31.1M	3	1.35%	Reduced
597	Graham Capital Management Rowayton, Connecticut	$17.9M	+$6.7M	5	0.73%	Increased
598	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$17.9M	+$1.27M	3	1.04%	Increased
599	Western Wealth Management Golden, Colorado	$17.8M	+$567K	4	1.02%	Increased
600	Colony Group Boston, Massachusetts	$17.8M	+$463K	6	0.31%	Increased