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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	Colony Group Boston, Massachusetts	$21.3M	+$3.85M	6	0.32%	Increased
627	AHC Adell Harriman & Carpenter Houston, Texas	$21.3M	+$345K	3	2.07%	Increased
628	HP Harvey Partners Tarrytown, New York	$21.2M	+$14.1M	1	5.24%	Increased
629	DP DDD Partners Bellevue, Washington	$21.2M	+$459K	2	2.9%	Increased
630	Carnegie Investment Counsel Pepper Pike, Ohio	$21.2M	+$1.71M	2	0.77%	Increased
631	Freestone Capital Holdings Seattle, Washington	$21M	+$2.92M	4	0.84%	Increased
632	KPW Kore Private Wealth New York	$20.9M	+$187K	1	2.62%	Increased
633	IP Intellectus Partners San Francisco, California	$20.8M	-$101K	1	6.22%	Reduced
634	Oppenheimer Asset Management New York	$20.8M	+$1.02M	8	0.3%	Increased
635	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$20.7M	+$2.3M	5	0.98%	Increased
636	Bartlett & Co Cincinnati, Ohio	$20.6M	-$60.7K	7	0.36%	Reduced
637	Bartlett & Co Wealth Management Cincinnati, Ohio	$20.6M	-$60.7K	7	0.36%	Reduced
638	PC Periscope Capital Toronto, Ontario, Canada	$20.6M	-$5.12M	3	0.53%	Reduced
639	Rafferty Asset Management New York	$20.5M	+$2.23M	6	0.12%	Increased
640	TCM Tributary Capital Management Omaha, Nebraska	$20.5M	+$1.84M	3	1.62%	Increased
641	Orion Portfolio Solutions Omaha, Nebraska	$20.4M	+$601K	3	0.72%	Increased
642	First National Trust Hermitage, Pennsylvania	$20.4M	-$1.28M	2	1.06%	Reduced
643	Rathbones Group Liverpool, United Kingdom	$20.4M	+$1.6M	2	0.21%	Increased
644	VHMC Value Holdings Management Company Hampton Bays, New York	$20.3M	$0	2	4.2%	Maintained
645	Veritable Wilmington, Delaware	$20.3M	+$178K	7	0.31%	Increased
646	FineMark National Bank & Trust Fort Myers, Florida	$20.2M	+$3.96M	4	0.8%	Increased
647	HCC Hill City Capital Boston, Massachusetts	$20.1M	+$3.73M	1	3.84%	Increased
648	Greenleaf Trust Kalamazoo, Michigan	$20.1M	+$845K	4	0.24%	Increased
649	AIA AGF Investments America Toronto, Ontario, Canada	$20M	+$3.83M	2	3.64%	Increased
650	FHA Flagship Harbor Advisors Boston, Massachusetts	$19.8M	+$1.32M	2	1.91%	Increased