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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	AIC AWM Investment Company New York	$40.6M	-$10M	1	4.92%	Reduced
627	WesBanco Bank Wheeling, West Virginia	$40.4M	+$6.66M	4	1.37%	Increased
628	WhitTier Trust Company Reno, Nevada	$40.3M	+$1.25M	10	1.04%	Increased
629	KOC Koss-Olinger Consulting Gainesville, Florida	$40.3M	-$19.3M	4	3.49%	Reduced
630	CIS Connors Investor Services Wyomissing, Pennsylvania	$40.2M	+$3.1M	3	3.89%	Increased
631	Advisors Capital Management Ridgewood, New Jersey	$40M	+$1.19M	2	0.65%	Increased
632	Crestwood Advisors Group Boston, Massachusetts	$39.9M	+$307K	5	0.76%	Increased
633	AT Avalon Trust Santa Fe, New Mexico	$39.7M	-$260K	6	2.94%	Reduced
634	LCP LGT Capital Partners Pfaeffikon, Switzerland	$39.7M	+$30.6M	1	1.38%	Increased
635	United Capital Financial Advisors Irving, Texas	$39.7M	+$1.91M	5	0.33%	Increased
636	Artemis Investment Management Edinburgh, United Kingdom	$39.5M	+$2.36M	2	0.6%	Increased
637	Tower Research Capital (TRC) New York	$39.5M	-$62.7M	32	1.05%	Reduced
638	Jones Financial Companies Des Peres, Missouri	$39.3M	+$16.5M	19	0.04%	Increased
639	Groupama Asset Management Paris, France	$39.2M	+$1.99M	4	1.02%	Increased
640	Ethic Inc New York	$39.2M	-$5.12M	8	0.99%	Reduced
641	DFO Duquesne Family Office New York	$39.1M	-$20.3M	2	1.33%	Reduced
642	Pzena Investment Management New York	$38.4M	+$13M	1	0.12%	Increased
643	ZDA Zweig-DiMenna Associates New York	$38.4M	+$5.45M	3	3.88%	Increased
644	DSM Capital Partners Palm Beach Gardens, Florida	$38.4M	+$28.9M	1	0.59%	New
645	IECM Intrinsic Edge Capital Management Chicago, Illinois	$38.2M	+$6.29M	2	4.61%	Increased
646	MLL Moody Lynn & Lieberson Boston, Massachusetts	$38.1M	-$4.73M	3	2.35%	Reduced
647	Integrated Wealth Concepts Waltham, Massachusetts	$37.9M	+$6.79M	9	0.46%	Increased
648	Allworth Financial Folsom, California	$37.8M	-$466K	24	0.23%	Reduced
649	BWP Balboa Wealth Partners Scottsdale, Arizona	$37.5M	-$254K	2	9.34%	Reduced
650	Bridgeway Capital Management Houston, Texas	$37.2M	-$542K	8	0.8%	Reduced