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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	FFM Fullerton Fund Management Singapore	$28.1M	-$3.17M	2	1.33%	Reduced
602	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$27.9M	-$8.25M	6	2.02%	Reduced
603	Baker Avenue Asset Management San Francisco, California	$27.9M	+$1.72M	4	1.09%	Increased
604	BC BIT Capital Berlin, Germany	$27.7M	+$27.7M	1	2.05%	Increased
605	Kestra Private Wealth Services Austin, Texas	$27.7M	+$1.04M	9	0.62%	Increased
606	DCP Diameter Capital Partners New York	$27.7M	$0	1	2.84%	Maintained
607	Jump Financial Chicago, Illinois	$27.6M	+$416K	12	0.74%	Increased
608	SpiderRock Advisors Wilimington, Delaware	$27.3M	+$29.2M	3	0.68%	New
609	AFA Arlington Financial Advisors Santa Barbara, California	$27.3M	+$15.1M	2	5.99%	Increased
610	SteelPeak Wealth Woodland Hills, California	$27.3M	+$4.29M	1	1.37%	Increased
611	Twin Tree Management Dallas, Texas	$27.3M	-$19.4M	2	0.06%	Reduced
612	VHMC Value Holdings Management Company Hampton Bays, New York	$27.2M	$0	2	4.81%	Maintained
613	MLL Moody Lynn & Lieberson Boston, Massachusetts	$27M	+$35.5K	2	1.82%	Increased
614	FC Franchise Capital Grand Cayman, Cayman Islands	$27M	+$28.3M	1	5.02%	Increased
615	GGI Godsey & Gibb Inc Richmond, Virginia	$26.9M	-$3.4M	2	2.83%	Reduced
616	Atreides Management Boston, Massachusetts	$26.9M	-$79.3M	1	0.61%	Reduced
617	HB Hauser Brothers Freiburg Im Breisgau, Germany	$26.6M	+$653K	1	19.58%	Increased
618	NRG Nemes Rush Group Novi, Michigan	$26.6M	+$158K	3	3.81%	Increased
619	Mission Wealth Management Santa Barbara, California	$26.6M	+$6.09M	3	0.7%	Increased
620	Tortoise Capital Advisors Overland Park, Kansas	$26.6M	+$5.36M	1	0.37%	Increased
621	SGAM Smith Group Asset Management Dallas, Texas	$26.5M	-$2.85M	3	1.52%	Reduced
622	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$26.4M	$0	1	0.28%	Maintained
623	Boothbay Fund Management New York	$26.3M	-$7.98M	11	0.51%	Reduced
624	DG DigitalBridge Group Boca Raton, Florida	$26.3M	+$22.4M	1	2.32%	New
625	Sequoia Financial Advisors Akron, Ohio	$26.3M	-$5.14M	6	0.33%	Reduced