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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	ECM Everence Capital Management Goshen, Indiana	$16.7M	+$878K	2	1.49%	Increased
627	DSAM Dock Street Asset Management Palm Beach, Florida	$16.5M	+$695K	1	3.61%	Increased
628	Orion Portfolio Solutions Omaha, Nebraska	$16.5M	-$137K	3	0.66%	Reduced
629	AP Advisor Partners Walnut Creek, California	$16.5M	+$331K	5	1.16%	Increased
630	MCM McRae Capital Management Morristown, New Jersey	$16.4M	-$255K	2	4.46%	Reduced
631	Capstone Investment Advisors New York	$16.4M	+$5.14M	2	0.08%	Increased
632	Lincoln National Corp Radnor, Pennsylvania	$16.3M	+$1.01M	2	0.38%	Increased
633	Independent Advisor Alliance Charlotte, North Carolina	$16.3M	+$1.53M	3	0.91%	Increased
634	SCM Sirios Capital Management Boston, Massachusetts	$16.3M	+$5.16M	3	2.94%	Increased
635	IAN Integrated Advisors Network Dallas, Texas	$16.2M	+$6.32M	3	1.05%	Increased
636	EWM Endurance Wealth Management Providence, Rhode Island	$16.2M	+$63.7K	6	2.45%	Increased
637	SSA South Street Advisors New York	$16.1M	-$10.9M	2	3.68%	Reduced
638	WMC Westwood Management Corporation Chicago, Illinois	$16M	+$224K	2	2.01%	Increased
639	CWA Canvas Wealth Advisors Shawnee, Kansas	$16M	+$10.4M	2	6.44%	Increased
640	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$16M	+$191K	5	0.82%	Increased
641	HCC Hill City Capital Boston, Massachusetts	$15.9M	$0	1	3.67%	Maintained
642	PCM Prelude Capital Management New York	$15.9M	+$3.21M	9	0.45%	Increased
643	Beacon Pointe Advisors Newport Beach, California	$15.9M	-$2.5M	7	0.34%	Reduced
644	Advisors Capital Management Ridgewood, New Jersey	$15.9M	-$23.3M	2	0.48%	Reduced
645	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$15.9M	-$1.48M	9	0.82%	Reduced
646	AAM Azzad Asset Management Falls Church, Virginia	$15.9M	+$10.6M	5	1.57%	Increased
647	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$15.8M	+$7.92M	1	1.48%	Increased
648	GIM Growth Interface Management Orlando, Florida	$15.5M	-$44.2M	1	15.54%	Reduced
649	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$15.5M	-$3.14M	1	1.07%	Reduced
650	QIM Quest Investment Management Lake Oswego, Oregon	$15.5M	-$3.02M	1	1.82%	Reduced