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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	DIA Davidson Investment Advisors Great Falls, Montana	$20.2M	+$1.83M	1	1.32%	Increased
627	MC Moors & Cabot Boston, Massachusetts	$20.2M	+$544K	5	1.39%	Increased
628	BCM Bayesian Capital Management Brooklyn, New York	$20.1M	-$992K	6	2.48%	Reduced
629	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$19.9M	+$3.78M	4	1.97%	Increased
630	PHM Prospect Hill Management Short Hills, New Jersey	$19.8M	+$668K	1	14.16%	Increased
631	Brookfield Corp Toronto, Ontario, Canada	$19.8M	-$1.38M	3	0.08%	Reduced
632	HCM Hawkeye Capital Management Miami Beach, Florida	$19.7M	-$1.45M	1	33.06%	Reduced
633	SC Sasco Capital Fairfield, Connecticut	$19.6M	-$6.72M	1	2.41%	Reduced
634	Independent Financial Group San Diego, California	$19.5M	+$1.59M	3	1.56%	Increased
635	Sigma Planning Corp Ann Arbor, Michigan	$19.4M	+$2.05M	6	0.64%	Increased
636	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.3M	-$753K	2	2.12%	Reduced
637	Aristotle Atlantic Partners Sarasota, Florida	$19.2M	+$15.7M	2	0.99%	Increased
638	First Eagle Investment Management New York	$19.2M	+$6.37M	4	0.05%	Increased
639	VWM Valley Wealth Managers Paramus, New Jersey	$19.1M	-$1.16M	2	1.74%	Reduced
640	Laird Norton Wetherby Wealth Management San Francisco, California	$19.1M	+$1.99M	6	1.12%	Increased
641	Raymond James Trust St. Petersburg, Florida	$19M	+$1.58M	7	0.6%	Increased
642	Klingenstein Fields & Co New York	$19M	+$64.5K	2	0.95%	Increased
643	AAM Azzad Asset Management Falls Church, Virginia	$19M	+$1.22M	5	2.71%	Increased
644	Veritable Wilmington, Delaware	$18.9M	-$11.6M	7	0.31%	Reduced
645	Rathbones Group Liverpool, United Kingdom	$18.9M	-$180K	3	0.19%	Reduced
646	NPIC Neumeier Poma Investment Counsel Carmel, California	$18.8M	-$753K	1	1.75%	Reduced
647	Busey Bank Urbana, Illinois	$18.7M	+$319K	4	0.79%	Increased
648	Integrated Wealth Concepts Waltham, Massachusetts	$18.7M	+$2.82M	5	0.39%	Increased
649	CWA Canvas Wealth Advisors Shawnee, Kansas	$18.6M	-$2.37M	2	7.82%	Reduced
650	Waverton Investment Management London, United Kingdom	$18.5M	+$1.06M	1	0.57%	Increased