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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
601	Advisory Services Network Atlanta, Georgia	$7.88M	+$1.54M	3	0.43%	Increased
602	Stratos Wealth Partners Beachwood, Ohio	$7.8M	+$72K	2	0.28%	Increased
603	State of Michigan Retirement System Lansing, Michigan	$7.76M	+$1.51M	6	0.07%	Increased
604	ClearBridge Investments New York	$7.75M	+$627K	4	0.01%	Increased
605	KA Kintegral Advisory New York	$7.69M	$0	2	1.24%	Maintained
606	VWA Visionary Wealth Advisors O'fallon, Illinois	$7.67M	-$31.5K	1	1.17%	Reduced
607	BL Bleichroeder LP New York	$7.66M	+$5.07M	2	1.35%	Increased
608	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$7.64M	+$6.29M	7	0.37%	Increased
609	FS Feinberg Stephen	$7.6M	-$49.9M	1	0.25%	Reduced
610	CIA CCM Investment Advisers Columbia, South Carolina	$7.58M	+$6.51M	1	1.29%	Increased
611	BPM Bronson Point Management Fairfield, Connecticut	$7.57M	+$4.99M	2	5.73%	Increased
612	SRC Shufro Rose & Co New York	$7.57M	-$28.6K	4	0.75%	Reduced
613	Appaloosa LP Short Hills, New Jersey	$7.56M	-$28.4M	1	0.13%	Reduced
614	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$7.5M	+$289K	2	1.99%	Increased
615	O'Shaughnessy Asset Management Stamford, Connecticut	$7.45M	+$1.2M	13	0.23%	Increased
616	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$7.43M	+$1.37M	2	0.65%	Increased
617	SC Skylands Capital Milwaukee, Wisconsin	$7.43M	+$879K	3	1.31%	Increased
618	RC Roubaix Capital Denver, Colorado	$7.4M	+$3.41M	4	9.83%	Increased
619	Orion Portfolio Solutions Omaha, Nebraska	$7.32M	+$3.14K	12	0.4%	Increased
620	Jericho Capital Asset Management New York	$7.27M	+$5.46M	1	0.28%	New
621	FTCM Fir Tree Capital Management New York	$7.26M	$0	1	0.56%	Maintained
622	WesBanco Bank Wheeling, West Virginia	$7.24M	-$140K	3	0.36%	Reduced
623	Independent Advisor Alliance Charlotte, North Carolina	$7.21M	+$2.05M	3	0.77%	Increased
624	Rathbones Group Liverpool, United Kingdom	$7.19M	+$95.8K	1	0.15%	Increased
625	AF Alerus Financial Grand Forks, North Dakota	$7.18M	+$1.21M	1	0.84%	Increased