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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
626	Exencial Wealth Advisors Oklahoma City, Oklahoma	$6.76M	+$2.23M	2	1.17%	Increased
627	SAM Securian Asset Management St Paul, Minnesota	$6.75M	-$412K	7	0.15%	Reduced
628	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$6.69M	+$106K	2	2.55%	Increased
629	KIM Kestrel Investment Management San Mateo, California	$6.69M	-$198K	1	3.12%	Reduced
630	WAM World Asset Management Detroit, Michigan	$6.64M	-$184K	7	0.31%	Reduced
631	WIM Wilen Investment Management Bonita Springs, Florida	$6.62M	-$533K	3	5.18%	Reduced
632	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$6.56M	-$658K	1	2.35%	Reduced
633	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$6.5M	+$268K	1	0.4%	Increased
634	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$6.5M	-$334K	1	1.58%	Reduced
635	First Allied Advisory Services San Diego, California	$6.5M	+$213K	7	0.22%	Increased
636	GIM Goelzer Investment Management Carmel, Indiana	$6.5M	+$176K	1	0.56%	Increased
637	DJSG D.J. St. Germain Springfield, Massachusetts	$6.48M	+$5.1M	2	0.54%	Increased
638	NCM Nelson Capital Management Menlo Park, California	$6.44M	-$56.5K	1	1.35%	Reduced
639	SAM Shell Asset Management The Hague, Netherlands	$6.42M	-$505K	6	0.14%	Reduced
640	Castle Hook Partners New York	$6.42M	+$6.58M	1	0.07%	New
641	First National Trust Hermitage, Pennsylvania	$6.39M	+$569K	2	0.52%	Increased
642	BFG Beacon Financial Group Dallas, Texas	$6.38M	+$694K	2	0.8%	Increased
643	Raymond James Trust St. Petersburg, Florida	$6.38M	+$238K	6	0.3%	Increased
644	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$6.37M	-$30K	1	2.93%	Reduced
645	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.31M	-$1.73M	1	0.53%	Reduced
646	FNT First Nebraska Trust Lincoln, Nebraska	$6.3M	-$58K	2	1.02%	Reduced
647	Norinchukin Bank Tokyo, Japan	$6.28M	-$422K	3	0.08%	Reduced
648	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.25M	-$52.7K	1	0.78%	Reduced
649	First Horizon Advisors Memphis, Tennessee	$6.23M	+$227K	8	0.46%	Increased
650	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$6.17M	+$6.26M	4	0.03%	New