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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	Meiji Yasuda Life Insurance Tokyo, Japan	$39.2M	+$1.33M	4	0.78%	Increased
627	Chicago Capital Chicago, Illinois	$39.2M	-$175K	5	1.11%	Reduced
628	Simplex Trading Chicago, Illinois	$39M	+$33.1M	18	0.02%	Increased
629	VWA Visionary Wealth Advisors O'fallon, Illinois	$38.9M	-$6.05M	4	2.34%	Reduced
630	Profund Advisors Bethesda, Maryland	$38.9M	-$8.29M	6	1.69%	Reduced
631	MFAM Motley Fool Asset Management Alexandria, Virginia	$38.8M	+$1M	1	2.18%	Increased
632	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$38.7M	+$2.4M	4	0.78%	Increased
633	VHAM Van Hulzen Asset Management El Dorado Hills, California	$38.5M	-$1.73M	5	3.51%	Reduced
634	Ameritas Investment Partners Lincoln, Nebraska	$38.5M	+$299K	27	1.32%	Increased
635	OMG One Madison Group New York	$38.3M	-$5.09M	1	5%	Reduced
636	Mission Wealth Management Santa Barbara, California	$38.3M	+$6.38M	3	0.94%	Increased
637	KC Kadensa Capital Central, Hong Kong	$38.1M	+$39.4M	4	4.73%	Increased
638	Davidson Kempner Capital Management New York	$38.1M	+$43.6M	1	0.52%	New
639	MLL Moody Lynn & Lieberson Boston, Massachusetts	$37.9M	-$7.59M	3	2.43%	Reduced
640	LSV Asset Management Chicago, Illinois	$37.8M	-$4.3M	5	0.09%	Reduced
641	JGC J. Goldman & Co New York	$37.5M	+$46.2M	3	0.93%	New
642	SCP Sandhill Capital Partners Buffalo, New York	$37.5M	-$681K	1	3.09%	Reduced
643	HighPoint Advisor Group Downers Grove, Illinois	$37.5M	+$2.68M	6	2.18%	Increased
644	Kornitzer Capital Management Shawnee Mission, Kansas	$37.4M	+$1.83M	6	0.77%	Increased
645	NOCM Night Owl Capital Management Greenwich, Connecticut	$37.3M	+$1.73M	1	4.66%	Increased
646	CM Cercano Management Bellevue, Washington	$37.1M	+$40.3M	3	1.09%	Increased
647	Braun Stacey Associates New York	$37M	-$18.8M	2	1.51%	Reduced
648	Stephens Inc Little Rock, Arkansas	$37M	+$793K	7	0.54%	Increased
649	Blackstone Inc New York	$36.8M	+$42.5M	1	0.15%	New
650	United Capital Financial Advisors Irving, Texas	$36.8M	-$463K	5	0.31%	Reduced