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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	Simplicity Wealth Summit, New Jersey	$26.2M	+$26.4M	7	0.63%	Increased
627	VWM Valley Wealth Managers Paramus, New Jersey	$26.1M	-$1.77M	2	1.96%	Reduced
628	SoftBank Group Tokyo, Japan	$26M	$0	1	0.14%	Maintained
629	SC Strategy Capital Los Altos, California	$25.9M	+$575K	1	2.63%	Increased
630	Beacon Pointe Advisors Newport Beach, California	$25.8M	+$28K	6	0.29%	Increased
631	PCM Pinnbrook Capital Management New York	$25.8M	+$4.99M	3	2.17%	Increased
632	Norinchukin Bank Tokyo, Japan	$25.5M	-$428K	4	0.76%	Reduced
633	MCM McRae Capital Management Morristown, New Jersey	$25.4M	-$1.15M	3	5.56%	Reduced
634	Liontrust Investment Partners London, United Kingdom	$25.3M	+$14.1M	1	0.35%	Increased
635	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$25.3M	+$975K	1	0.31%	Increased
636	First National Bank of Omaha Omaha, Nebraska	$25.2M	-$6.66M	7	1.72%	Reduced
637	Avantax Advisory Services Dallas, Texas	$25.2M	+$1.41M	6	0.22%	Increased
638	Peregrine Capital Management Minneapolis, Minnesota	$25.2M	-$337K	3	0.72%	Reduced
639	United Capital Financial Advisors Irving, Texas	$25.1M	-$3.66M	3	0.21%	Reduced
640	HCPC Hamilton Capital Partners (Canada) Toronto,	$25M	+$16.4M	1	3.03%	Increased
641	SCM Stonehill Capital Management New York	$24.9M	-$1.72M	1	55.94%	Reduced
642	Parallax Volatility Advisers San Francisco, California	$24.9M	+$27.6M	1	0.06%	Increased
643	SSA South Street Advisors New York	$24.9M	-$464K	2	3.97%	Reduced
644	CM Crestline Management Fort Worth, Texas	$24.8M	-$1.69M	3	2.19%	Reduced
645	CC Covalis Capital London, United Kingdom	$24.7M	+$4.65M	2	3.05%	Increased
646	Bailard Foster City, California	$24.6M	-$42.1K	7	0.68%	Reduced
647	Oppenheimer Asset Management New York	$24.5M	-$7.19M	9	0.36%	Reduced
648	AF Alerus Financial Grand Forks, North Dakota	$24.4M	-$3.65M	3	1.85%	Reduced
649	Brookstone Capital Management Wheaton, Illinois	$24.4M	+$4.06M	3	0.44%	Increased
650	BCCM Black Cypress Capital Management Ponte Vedra Beach, Florida	$24.1M	+$23.3M	1	22.59%	New