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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	Simplicity Solutions Minneapolis, Minnesota	$26.8M	-$13M	7	0.73%	Reduced
577	Lincoln National Corp Radnor, Pennsylvania	$26.6M	+$538K	3	0.53%	Increased
578	Boothbay Fund Management New York	$26.6M	-$10.8M	13	0.58%	Reduced
579	First Eagle Investment Management New York	$26.6M	+$4.72M	4	0.07%	Increased
580	JIP Jaffetilchin Investment Partners Tampa, Florida	$26.5M	-$66K	2	2.8%	Reduced
581	Spire Wealth Management Mclean, Virginia	$26.5M	-$2.37M	11	0.98%	Reduced
582	EIP Easterly Investment Partners Beverly, Massachusetts	$26.5M	-$2.86M	3	2.34%	Reduced
583	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$26.5M	+$1.41M	3	1.32%	Increased
584	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$26.5M	-$4.75M	4	2.38%	Reduced
585	Buckingham Strategic Wealth Clayton, Missouri	$26.4M	+$949K	4	0.38%	Increased
586	Advisor Partners II Walnut Creek, California	$26.4M	-$3.07M	9	1.23%	Reduced
587	AIM Atlantic Investment Management New York	$26.3M	+$5.39M	1	12.96%	Increased
588	Algert Global San Francisco, California	$26.3M	+$2.2M	10	1.15%	Increased
589	Weiss Multi-Strategy Advisers New York	$26.3M	-$2.47M	4	0.53%	Reduced
590	YCM Yaupon Capital Management New York	$26.3M	-$18.2M	5	3.35%	Reduced
591	Kovitz Investment Group Partners Chicago, Illinois	$26.2M	-$2.41M	4	0.38%	Reduced
592	UAM UAS Asset Management New York	$26.2M	+$12.4M	1	7.49%	Increased
593	Barings Charlotte, North Carolina	$26.1M	+$8.95M	4	0.88%	Increased
594	H HoyleCohen San Diego, California	$25.8M	-$4.44K	2	2.28%	Reduced
595	TCM Tributary Capital Management Omaha, Nebraska	$25.8M	-$679K	3	2.31%	Reduced
596	AAP Ardsley Advisory Partners Stamford, Connecticut	$25.7M	+$9.19M	8	4.35%	Increased
597	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$25.5M	+$2.54M	4	2.51%	Increased
598	Capital Advisors Inc Tulsa, Oklahoma	$25.4M	-$1.45M	2	0.65%	Reduced
599	F.L. Putnam Investment Management Lynnfield, Massachusetts	$25.4M	+$7.03M	3	0.69%	Increased
600	PHM Prospect Hill Management Short Hills, New Jersey	$25.3M	+$250K	1	15.33%	Increased