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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	HVCM Hel Ved Capital Management Central, Hong Kong	$35.6M	+$13.9M	2	9.71%	Increased
602	FMI F/M Investments Washington, District of Columbia	$35.3M	+$36.9M	4	1.27%	New
603	AT Avalon Trust Santa Fe, New Mexico	$35.2M	+$111K	6	2.79%	Increased
604	Allworth Financial Folsom, California	$35.2M	+$19.3M	22	0.23%	Increased
605	Artemis Investment Management Edinburgh, United Kingdom	$35.2M	-$10.9M	2	0.47%	Reduced
606	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$35.1M	+$18.8M	2	8.71%	Increased
607	NA Navellier & Associates Reno, Nevada	$35M	+$223K	4	4.11%	Increased
608	TIA Traphagen Investment Advisors Oradell, New Jersey	$34.9M	+$2.16M	3	3.78%	Increased
609	Cannell & Spears New York	$34.8M	-$383K	5	0.72%	Reduced
610	F.L. Putnam Investment Management Lynnfield, Massachusetts	$34.7M	+$2.17M	6	0.65%	Increased
611	HT Headlands Technologies Chicago, Illinois	$34.7M	+$28.9M	8	3.68%	Increased
612	Meiji Yasuda Life Insurance Tokyo, Japan	$34.6M	+$2.61M	4	0.69%	Increased
613	Country Trust Bank Bloomington, Illinois	$34.3M	-$567K	4	0.87%	Reduced
614	Rakuten Investment Management Tokyo, Japan	$34.2M	+$12.8M	4	0.22%	Increased
615	Oversea-Chinese Banking Corp (OCBC) Singapore	$34.1M	-$9.52M	2	1%	Reduced
616	VF Virtu Financial New York	$33.9M	+$27.1M	11	2.37%	Increased
617	Crestwood Advisors Group Boston, Massachusetts	$33.8M	+$231K	5	0.7%	Increased
618	SC Sagefield Capital Dallas, Texas	$33.7M	+$16.6M	4	3.56%	Increased
619	SteelPeak Wealth Woodland Hills, California	$33.2M	+$2.37M	4	1.54%	Increased
620	DCP Diameter Capital Partners New York	$33.1M	+$646K	1	3.9%	Increased
621	Farmers & Merchants Investments Inc Lincoln, Nebraska	$33.1M	+$683K	15	1.1%	Increased
622	DWG Darden Wealth Group Ann Arbor, Michigan	$33M	+$874K	3	19.86%	Increased
623	Bragg Financial Advisors Charlotte, North Carolina	$32.9M	+$386K	5	1.47%	Increased
624	Meitav Investment House Bene-Beraq, Israel	$32.9M	-$668K	2	0.59%	Reduced
625	Sequoia Financial Advisors Akron, Ohio	$32.7M	+$4.85M	7	0.39%	Increased