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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	AR Advisory Research Chicago, Illinois	$22.8M	-$855K	4	1.83%	Reduced
602	Laird Norton Wetherby Wealth Management San Francisco, California	$22.8M	+$598K	5	1.31%	Increased
603	QIM Quantitative Investment Management Charlottesville, Virginia	$22.8M	-$8.54M	2	2.46%	Reduced
604	SCH Springs Capital (HK) Hong Kong	$22.7M	+$20.3M	1	72.85%	Increased
605	Krane Funds Advisors New York	$22.7M	-$3.32M	6	0.94%	Reduced
606	OneDigital Investment Advisors Overland Park, Kansas	$22.6M	+$332K	4	0.85%	Increased
607	Tudor Investment Corp Stamford, Connecticut	$22.5M	-$4.54M	10	0.53%	Reduced
608	Capital Markets Trading (UK) London, United Kingdom	$22.5M	+$19.5M	1	0.32%	New
609	BRF B. Riley Financial Los Angeles, California	$22.4M	$0	1	3.88%	Maintained
610	GAI General American Investors New York	$22.2M	$0	1	1.81%	Maintained
611	CI Carroll Investors Mt Pleasant, South Carolina	$22.1M	-$4.59M	2	14.12%	Reduced
612	MC Moors & Cabot Boston, Massachusetts	$22.1M	+$855K	5	1.36%	Increased
613	Lincoln National Corp Radnor, Pennsylvania	$22M	+$71.5K	2	0.46%	Increased
614	EULAV Asset Management Sarasota, Florida	$22M	+$468K	2	0.66%	Increased
615	AWM Avitas Wealth Management Los Angeles, California	$22M	+$7.66M	4	3.96%	Increased
616	CRB Chad R. Baker	$21.9M	$0	1	4.95%	Maintained
617	GS Gagnon Securities New York	$21.9M	-$207K	1	3.58%	Reduced
618	Brinker Capital Investments Berwyn, Pennsylvania	$21.9M	-$225K	6	0.34%	Reduced
619	AssetMark Inc Concord, California	$21.8M	-$30.5M	13	0.09%	Reduced
620	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$21.7M	+$13.7M	1	0.83%	Increased
621	Country Trust Bank Bloomington, Illinois	$21.7M	+$6.44M	4	0.61%	Increased
622	Kestra Private Wealth Services Austin, Texas	$21.5M	+$319K	4	1.07%	Increased
623	MC Muhlenkamp & Co Wexford, Pennsylvania	$21.5M	-$6.38M	2	7.49%	Reduced
624	Tortoise Capital Advisors Overland Park, Kansas	$21.5M	+$7.86M	5	0.29%	Increased
625	Vestcor Inc Fredericton, New Brunswick, Canada	$21.3M	+$2.67M	6	0.73%	Increased