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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	VHMC Value Holdings Management Company Hampton Bays, New York	$21.9M	-$957K	2	5.21%	Reduced
602	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$21.8M	-$6.09M	7	0.51%	Reduced
603	Beacon Pointe Advisors Newport Beach, California	$21.8M	+$4.7M	7	0.37%	Increased
604	EWM Endurance Wealth Management Providence, Rhode Island	$21.5M	+$174K	6	3.04%	Increased
605	Yacktman Asset Management Austin, Texas	$21.5M	-$1.5M	1	0.21%	Reduced
606	MA Mezzasalma Advisors Tinton Falls, New Jersey	$21.5M	-$28.8K	1	15.17%	Reduced
607	WesBanco Bank Wheeling, West Virginia	$21.4M	-$4.37M	4	0.93%	Reduced
608	Lincoln National Corp Radnor, Pennsylvania	$21.4M	+$460K	2	0.45%	Increased
609	DBG De Burlo Group Boston, Massachusetts	$21.4M	+$18M	1	4.17%	New
610	SSA South Street Advisors New York	$21.3M	+$227K	2	4.38%	Increased
611	TCM Tributary Capital Management Omaha, Nebraska	$21.3M	+$623K	3	1.97%	Increased
612	PFC Phocas Financial Corp Alameda, California	$21.3M	+$2.15M	4	3.05%	Increased
613	JIP Jaffetilchin Investment Partners Tampa, Florida	$21.1M	+$1.84M	2	2.4%	Increased
614	Independent Advisor Alliance Charlotte, North Carolina	$21M	+$2.44M	3	1.01%	Increased
615	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$20.9M	+$488K	3	2.69%	Increased
616	HA Heartland Advisors Milwaukee, Wisconsin	$20.9M	+$226K	1	1.29%	Increased
617	Baker Avenue Asset Management San Francisco, California	$20.7M	-$254K	8	1.12%	Reduced
618	H HoyleCohen San Diego, California	$20.6M	-$80.2K	2	1.93%	Reduced
619	DP DDD Partners Bellevue, Washington	$20.6M	+$1.35M	2	3.21%	Increased
620	Wedbush Securities Los Angeles, California	$20.6M	+$771K	4	1.03%	Increased
621	Algert Global San Francisco, California	$20.4M	+$10.7M	9	0.96%	Increased
622	Bleakley Financial Group Fairfield, New Jersey	$20.4M	-$546K	6	0.68%	Reduced
623	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$20.3M	+$1.59M	3	1.05%	Increased
624	AssetMark Inc Concord, California	$20.3M	-$7.76M	13	0.08%	Reduced
625	GGI Godsey & Gibb Inc Richmond, Virginia	$20.2M	-$1.33M	2	2.37%	Reduced