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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	AHC Adell Harriman & Carpenter Houston, Texas	$16.4M	+$1.9M	3	1.71%	Increased
627	HCC Hill City Capital Boston, Massachusetts	$16.4M	$0	1	4.16%	Maintained
628	EWM Endurance Wealth Management Providence, Rhode Island	$16.3M	-$214K	6	1.82%	Reduced
629	Atalanta Sosnoff Capital New York	$16.3M	+$165K	1	0.38%	Increased
630	IC Inverness Counsel New York	$16.3M	+$268K	1	0.6%	Increased
631	Colony Group Boston, Massachusetts	$16.2M	+$3.95M	5	0.31%	Increased
632	Barings Charlotte, North Carolina	$16.2M	+$990K	3	0.37%	Increased
633	Wolverine Trading Chicago, Illinois	$16.2M	+$8.79M	13	0.02%	Increased
634	IP Intellectus Partners San Francisco, California	$16.2M	-$484K	1	3.91%	Reduced
635	LA Linden Advisors New York	$16.2M	+$10.9M	2	0.1%	Increased
636	Stephens Inc Little Rock, Arkansas	$16.2M	+$670K	4	0.25%	Increased
637	Freestone Capital Holdings Seattle, Washington	$16.1M	+$287K	4	0.81%	Increased
638	AIA AGF Investments America Toronto, Ontario, Canada	$16.1M	+$2.72M	1	3.36%	Increased
639	DCM Dupont Capital Management Wilmington, Delaware	$16.1M	-$1.96M	7	0.51%	Reduced
640	Chilton Capital Management Houston, Texas	$16.1M	+$14.2M	1	0.9%	New
641	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$16M	-$23.9M	12	0.29%	Reduced
642	CRB Chad R. Baker	$16M	$0	1	3.58%	Maintained
643	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$15.9M	-$3.69M	3	0.85%	Reduced
644	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$15.9M	-$1.75M	12	0.68%	Reduced
645	ACL APEIRON Capital Ltd Hong Kong	$15.9M	-$17.3M	1	4.17%	Reduced
646	MCM McRae Capital Management Morristown, New Jersey	$15.9M	+$74K	2	3.49%	Increased
647	Laird Norton Wetherby Wealth Management San Francisco, California	$15.8M	+$366K	5	0.98%	Increased
648	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15.7M	+$908K	3	0.55%	Increased
649	First National Trust Hermitage, Pennsylvania	$15.6M	+$439K	2	0.93%	Increased
650	Emerald Advisers Leola, Pennsylvania	$15.6M	-$38.2K	3	0.57%	Reduced