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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	Oberweis Asset Management Lisle, Illinois	$58.3M	+$22.8M	4	2.75%	Increased
577	Equitable Holdings New York	$58.2M	-$1.39M	6	0.55%	Reduced
578	Integrated Wealth Concepts Waltham, Massachusetts	$57.7M	+$4.89M	7	0.67%	Increased
579	Allworth Financial Folsom, California	$57.5M	+$5.72M	27	0.32%	Increased
580	VWA Visionary Wealth Advisors O'fallon, Illinois	$56.8M	+$5.9M	4	3.33%	Increased
581	Meyer Handelman Company Rye Brook, New York	$55.9M	-$1.56M	4	1.94%	Reduced
582	Walleye Capital New York	$55.9M	-$12.5M	13	0.14%	Reduced
583	Epoch Investment Partners New York	$55.7M	-$7.06M	2	0.27%	Reduced
584	VHAM Van Hulzen Asset Management El Dorado Hills, California	$55.7M	+$1.56M	8	4.07%	Increased
585	LI Leeward Investments Boston, Massachusetts	$55.5M	-$3.63M	3	2.76%	Reduced
586	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$55M	-$4.67M	4	3.54%	Reduced
587	HCPC Hamilton Capital Partners (Canada) Toronto,	$54.4M	+$687K	1	4.06%	Increased
588	Anchor Capital Advisors Boston, Massachusetts	$54.3M	-$2.72M	2	1.55%	Reduced
589	Union Bancaire Privee Geneva 1, Switzerland	$53.9M	+$55.2M	6	0.94%	New
590	Heard Capital LLC Chicago, Illinois	$53.7M	$0	1	3.2%	Maintained
591	AIP ARS Investment Partners New York	$53.7M	-$3.84M	6	4.84%	Reduced
592	Ariel Investments Chicago, Illinois	$53.4M	-$11.5M	1	0.57%	Reduced
593	Ameritas Investment Partners Lincoln, Nebraska	$53.2M	-$2.29M	27	1.73%	Reduced
594	Vident Advisory Alpharetta, Georgia	$53.1M	-$14M	8	0.93%	Reduced
595	Fiera Capital (Canada) Montreal, Quebec, Canada	$52.8M	-$1.61M	2	0.17%	Reduced
596	Choreo LLC Rockford, Illinois	$52.7M	-$6.32M	13	0.76%	Reduced
597	United Capital Financial Advisors Irving, Texas	$52.6M	-$76.7K	5	0.44%	Reduced
598	Crawford Investment Counsel Atlanta, Georgia	$52.3M	-$999K	6	0.94%	Reduced
599	Meiji Yasuda Life Insurance Tokyo, Japan	$52.2M	-$240K	4	0.98%	Reduced
600	PAM Pinpoint Asset Management Hong Kong	$51.8M	-$10.8M	2	9.19%	Reduced