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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	GIM Goodlander Investment Management Dallas, Texas	$76.3M	+$26M	2	29.08%	Increased
577	HB Wealth Management Atlanta, Georgia	$75.8M	+$6.1M	10	0.51%	Increased
578	Chilton Investment Company Stamford, Connecticut	$75.5M	+$10.4M	5	1.54%	Increased
579	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$75.2M	+$2.05M	3	1.5%	Increased
580	VHMC Value Holdings Management Company Hampton Bays, New York	$74.4M	-$1.4M	2	11.93%	Reduced
581	R.M. Davis Inc Portland, Maine	$74.4M	-$931K	5	1.3%	Reduced
582	SCM Silvant Capital Management Atlanta, Georgia	$74.3M	+$554K	4	2.58%	Increased
583	PI PFG Investments Woodbury, New York	$74.1M	+$1.29M	7	3.85%	Increased
584	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$74.1M	-$21.2M	2	7.48%	Reduced
585	Gradient Investments Arden Hills, Minnesota	$74M	+$14.1M	3	1.24%	Increased
586	Eastern Bank Boston, Massachusetts	$72.9M	-$5.32M	8	1.29%	Reduced
587	Sapient Capital Indianapolis, Indiana	$72.4M	-$119K	5	1.12%	Reduced
588	Independent Advisor Alliance Charlotte, North Carolina	$72.2M	-$741K	6	1.88%	Reduced
589	Whittier Trust South Pasadena, California	$72.1M	-$93.9M	9	0.82%	Reduced
590	Castleark Management Chicago, Illinois	$71.7M	+$42.9M	8	2.01%	Increased
591	Ferguson Wellman Capital Management Portland, Oregon	$70.7M	-$957K	4	1.15%	Reduced
592	Profund Advisors Bethesda, Maryland	$70.6M	-$3.61M	10	2.3%	Reduced
593	Apollon Wealth Management Mount Pleasant, South Carolina	$70.4M	+$2.52M	8	1.25%	Increased
594	CCS Concentric Capital Strategies Stamford, Connecticut	$70.2M	+$5.7M	13	3.14%	Increased
595	NIM Northeast Investment Management Boston, Massachusetts	$69.7M	+$1.07M	4	2.81%	Increased
596	OBAM ODDO BHF Asset Management Paris, France	$69.6M	+$23.8M	5	2.65%	Increased
597	Meyer Handelman Company Rye Brook, New York	$69.5M	-$840K	4	2.2%	Reduced
598	AustralianSuper Melbourne, Australia	$69.5M	+$19M	3	0.33%	Increased
599	Moran Wealth Management Naples, Florida	$68.9M	-$5.24M	7	2.08%	Reduced
600	Vaughan David Investments Peoria, Illinois	$68.4M	-$1.55M	4	1.48%	Reduced