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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	Holocene Advisors New York	$27.4M	+$19.8M	4	0.12%	Increased
577	RF Rollins Financial Atlanta, Georgia	$27.3M	+$6.31M	1	6.69%	Increased
578	Leonteq Securities AG Zurich, Switzerland	$27.2M	+$17.5M	10	1.51%	Increased
579	Engineers Gate Manager New York	$27.2M	+$19M	12	1.01%	Increased
580	Lincoln National Corp Radnor, Pennsylvania	$27.1M	+$202K	3	0.55%	Increased
581	Kestra Private Wealth Services Austin, Texas	$27.1M	+$5.87M	5	0.85%	Increased
582	Chartwell Investment Partners Berywn, Pennsylvania	$26.9M	+$686K	6	1.04%	Increased
583	First National Bank of Omaha Omaha, Nebraska	$26.9M	-$2.7M	5	1.75%	Reduced
584	FFL Future Fund LLC Chicago, Illinois	$26.9M	+$26.1M	2	74.55%	Increased
585	Granahan Investment Management Waltham, Massachusetts	$26.7M	-$2.22M	2	0.95%	Reduced
586	Empowered Funds Havertown, Pennsylvania	$26.7M	+$2.35M	8	0.79%	Increased
587	Vaughan Nelson Investment Management Houston, Texas	$26.6M	-$1.75M	2	0.3%	Reduced
588	MA Mezzasalma Advisors Tinton Falls, New Jersey	$26.4M	+$79.4K	1	16.28%	Increased
589	NPF Norris Perne & French Grand Rapids, Michigan	$26.4M	-$677K	1	2.31%	Reduced
590	Avantax Advisory Services Dallas, Texas	$26.3M	-$9.22M	5	0.29%	Reduced
591	Saturna Capital Bellingham, Washington	$26.3M	+$4.88M	2	0.46%	Increased
592	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$26.2M	-$579K	1	1.8%	Reduced
593	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$26.2M	+$2.68M	3	0.88%	Increased
594	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$26.1M	+$12.3M	6	0.6%	Increased
595	Gratus Capital Atlanta, Georgia	$26M	+$16.3M	2	1.76%	Increased
596	Martingale Asset Management Boston, Massachusetts	$25.7M	+$14M	8	0.54%	Increased
597	F.L. Putnam Investment Management Lynnfield, Massachusetts	$25.7M	-$890K	4	0.71%	Reduced
598	YCM Yaupon Capital Management New York	$25.6M	+$2.58M	6	2.38%	Increased
599	JIP Jaffetilchin Investment Partners Tampa, Florida	$25.6M	+$245K	2	2.82%	Increased
600	Simplicity Solutions Minneapolis, Minnesota	$25.6M	-$188K	5	0.82%	Reduced