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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	MFAM Motley Fool Asset Management Alexandria, Virginia	$17.8M	+$934K	1	1.16%	Increased
602	Centiva Capital New York	$17.8M	+$4.84M	6	1.12%	Increased
603	AIA Group Hong Kong	$17.8M	+$3.08M	1	1.01%	Increased
604	Dynamic Advisor Solutions Phoenix, Arizona	$17.8M	+$1.94M	2	1.34%	Increased
605	Employees Provident Fund Board Shah Alam, Malaysia	$17.7M	+$9.47M	1	0.29%	Increased
606	CCP Corient Capital Partners Newport Beach, California	$17.7M	+$762K	5	1.29%	Increased
607	JIR James Investment Research Alpha, Ohio	$17.7M	-$3.15M	4	1.64%	Reduced
608	JIP Jaffetilchin Investment Partners Tampa, Florida	$17.6M	-$9.57M	2	1.87%	Reduced
609	Carnegie Investment Counsel Pepper Pike, Ohio	$17.6M	+$758K	4	0.66%	Increased
610	TCM Tributary Capital Management Omaha, Nebraska	$17.6M	+$2.77M	3	1.36%	Increased
611	Tudor Investment Corp Stamford, Connecticut	$17.5M	+$2.06M	10	0.28%	Increased
612	Capital International Sarl Los Angeles, California	$17.5M	-$1.1M	1	1.55%	Reduced
613	NewEdge Advisors New Orleans, Louisiana	$17.5M	+$281K	4	0.43%	Increased
614	Orion Portfolio Solutions Omaha, Nebraska	$17.4M	+$626K	3	0.64%	Increased
615	Illinois Municipal Retirement Fund Oak Brook, Illinois	$17.4M	$0	6	0.64%	Maintained
616	SCM Shaolin Capital Management Miami, Florida	$17.3M	+$15.2M	3	0.53%	Increased
617	Empirical Wealth Management Seattle, Washington	$17.3M	+$12.5M	2	0.99%	Increased
618	Baker Avenue Asset Management San Francisco, California	$17.2M	+$133K	3	0.98%	Increased
619	PDM Penn Davis McFarland Dallas, Texas	$17.1M	-$79.5K	2	3.13%	Reduced
620	Klingenstein Fields & Co New York	$16.8M	-$122K	2	0.72%	Reduced
621	CIC Chase Investment Counsel Charlottesville, Virginia	$16.7M	+$3.66M	4	7.21%	Increased
622	Wedge Capital Management Charlotte, North Carolina	$16.6M	-$469K	2	0.21%	Reduced
623	TIP Torray Investment Partners Bethesda, Maryland	$16.5M	$0	1	2.53%	Maintained
624	IA Icon Advisers Greenwood Village, Colorado	$16.5M	-$3.47M	6	2.8%	Reduced
625	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$16.5M	-$17.9M	1	1.14%	Reduced