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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	FineMark National Bank & Trust Fort Myers, Florida	$54.5M	-$9.38M	4	1.85%	Reduced
602	CCS Concentric Capital Strategies Stamford, Connecticut	$54.3M	+$42M	7	2.41%	Increased
603	Vestmark Advisory Solutions Wakefield, Massachusetts	$54.2M	+$18.4M	6	0.78%	Increased
604	PI PFG Investments Woodbury, New York	$54.1M	-$1.5M	6	3.17%	Reduced
605	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$53.9M	+$267K	6	3.3%	Increased
606	Davis Selected Advisers Tucson, Arizona	$53.8M	+$5.32M	1	0.29%	Increased
607	MFAM Motley Fool Asset Management Alexandria, Virginia	$53.3M	+$5.41M	2	2.46%	Increased
608	Park Avenue Securities New York	$53.2M	+$7.05M	9	0.49%	Increased
609	Apollon Wealth Management Mount Pleasant, South Carolina	$53.1M	-$1.62M	7	1.05%	Reduced
610	EP Wealth Advisors Torrance, California	$52.6M	+$5.28M	6	0.35%	Increased
611	HCPC Hamilton Capital Partners (Canada) Toronto,	$52.6M	+$1.99M	1	2.68%	Increased
612	MLL Moody Lynn & Lieberson Boston, Massachusetts	$52M	-$3.37M	3	3%	Reduced
613	LI Leeward Investments Boston, Massachusetts	$52M	+$888K	3	2.77%	Increased
614	TFA Teamwork Financial Advisors San Antonio, Texas	$51.8M	+$7.43M	4	6%	Increased
615	Crawford Investment Counsel Atlanta, Georgia	$51.8M	-$2.28M	7	0.9%	Reduced
616	Horizon Investments Charlotte, North Carolina	$51.7M	+$23.9M	8	0.82%	Increased
617	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$51.6M	+$27.5M	8	1.13%	Increased
618	DAM Delta Asset Management Memphis, Tennessee	$51.5M	-$354K	5	4.48%	Reduced
619	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$51.4M	-$47.5M	9	1.38%	Reduced
620	TIA Traphagen Investment Advisors Oradell, New Jersey	$51.3M	+$674K	4	4.86%	Increased
621	Atalanta Sosnoff Capital New York	$51.2M	-$291K	2	1.04%	Reduced
622	Group One Trading Chicago, Illinois	$51.2M	+$11.5M	16	0.11%	Increased
623	Bragg Financial Advisors Charlotte, North Carolina	$51.1M	+$153K	6	1.82%	Increased
624	Anchor Capital Advisors Boston, Massachusetts	$51M	-$2.51M	2	1.5%	Reduced
625	SFM Stack Financial Management Whitefish, Montana	$50.7M	-$693K	1	4.48%	Reduced