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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	KCM Kingdon Capital Management New York	$24.1M	+$1.08M	1	4.53%	Increased
577	Bridgeway Capital Management Houston, Texas	$24M	-$13.5M	7	0.64%	Reduced
578	Spire Wealth Management Mclean, Virginia	$23.9M	+$8.72M	11	0.93%	Increased
579	Connectus Wealth Cincinnati, Ohio	$23.8M	+$1.55M	2	0.59%	Increased
580	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$23.7M	-$50.8K	2	0.78%	Reduced
581	OneDigital Investment Advisors Overland Park, Kansas	$23.6M	+$969K	5	0.55%	Increased
582	PR Payden & Rygel Los Angeles, California	$23.5M	$0	1	1.39%	Maintained
583	Hudson Bay Capital Management Stamford, Connecticut	$23.4M	-$53.8M	3	0.19%	Reduced
584	Eisler Capital (UK) London, United Kingdom	$23.3M	-$6.45M	1	0.23%	Reduced
585	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$23.2M	-$897K	2	1.6%	Reduced
586	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$23.1M	+$16.8K	3	1.89%	Increased
587	Manning & Napier Group Fairport, New York	$23M	+$8.32K	1	0.27%	Increased
588	Advisors Capital Management Ridgewood, New Jersey	$22.9M	+$555K	2	0.59%	Increased
589	HCM Hitchwood Capital Management New York	$22.8M	-$38.4M	1	12.42%	Reduced
590	Capital Advisors Inc Tulsa, Oklahoma	$22.8M	+$759K	2	0.61%	Increased
591	PI PFG Investments Woodbury, New York	$22.8M	+$19.5M	6	4.63%	New
592	Mission Wealth Management Santa Barbara, California	$22.8M	+$348K	3	0.95%	Increased
593	Waratah Capital Advisors Toronto, Ontario, Canada	$22.7M	+$19.2M	3	0.5%	Increased
594	BOK Financial Tulsa, Oklahoma	$22.7M	-$2.76M	6	0.48%	Reduced
595	BCH Berkshire Capital Holdings San Jose, California	$22.7M	+$359K	1	10.14%	Increased
596	PTB Pioneer Trust Bank Salem, Oregon	$22.6M	+$1.28K	1	6.64%	Increased
597	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$22.4M	+$5.08M	6	0.93%	Increased
598	Jump Financial Chicago, Illinois	$22.4M	+$11.5M	14	0.91%	Increased
599	Dynamic Advisor Solutions Phoenix, Arizona	$22.1M	+$159K	2	1.29%	Increased
600	AI Aperture Investors New York	$22M	-$3.51M	1	3.04%	Reduced