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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	CM Crestline Management Fort Worth, Texas	$26.1M	-$1.85M	2	2.22%	Reduced
627	H HoyleCohen San Diego, California	$26M	+$478K	2	2.12%	Increased
628	AF Alerus Financial Grand Forks, North Dakota	$25.9M	-$3.82M	3	2.12%	Reduced
629	Engineers Gate Manager New York	$25.8M	-$2.99M	17	0.74%	Reduced
630	Aptus Capital Advisors Fairhope, Alabama	$25.8M	-$3.19M	4	0.71%	Reduced
631	Prime Capital Investment Advisors Overland Park, Kansas	$25.8M	+$4.21M	5	0.39%	Increased
632	SGAM Smith Group Asset Management Dallas, Texas	$25.8M	+$23.9M	3	1.5%	New
633	Klingenstein Fields & Co New York	$25.7M	-$511K	2	1.15%	Reduced
634	ACM Arosa Capital Management Miami Beach, Florida	$25.7M	-$23.3M	3	11.56%	Reduced
635	MA Mezzasalma Advisors Tinton Falls, New Jersey	$25.4M	-$744K	1	13.87%	Reduced
636	JIP Jaffetilchin Investment Partners Tampa, Florida	$25.4M	-$105K	3	2.47%	Reduced
637	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$25.3M	-$703K	1	1.6%	Reduced
638	Stephens Investment Management Group Houston, Texas	$25.3M	-$495K	1	0.37%	Reduced
639	HRT Financial New York	$25M	+$12.1M	11	0.18%	Increased
640	Martingale Asset Management Boston, Massachusetts	$25M	-$1.86M	7	0.51%	Reduced
641	Apollon Wealth Management Mount Pleasant, South Carolina	$24.8M	+$3.32M	5	0.86%	Increased
642	FFM Fullerton Fund Management Singapore	$24.8M	-$19.9M	2	1.45%	Reduced
643	AIC AWM Investment Company New York	$24.8M	+$3.16M	1	3.27%	Increased
644	PAM Pinpoint Asset Management Hong Kong	$24.6M	-$17.2M	1	5.45%	Reduced
645	First Eagle Investment Management New York	$24.5M	-$5.41M	5	0.06%	Reduced
646	PHM Prospect Hill Management Short Hills, New Jersey	$24.5M	+$333K	1	14.6%	Increased
647	NCGI Next Century Growth Investors Plymouth, Minnesota	$24.5M	-$15.4M	3	2.38%	Reduced
648	Vestmark Advisory Solutions Wakefield, Massachusetts	$24.5M	+$13.1M	3	1.24%	Increased
649	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$24.4M	+$190K	3	0.23%	Increased
650	MC Moors & Cabot Boston, Massachusetts	$24.2M	+$86.1K	3	1.51%	Increased