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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	MLL Moody Lynn & Lieberson Boston, Massachusetts	$70.6M	+$4.34M	4	3.96%	Increased
627	Ariel Investments Chicago, Illinois	$70.5M	-$1.89M	1	0.79%	Reduced
628	VHMC Value Holdings Management Company Hampton Bays, New York	$70.3M	-$4.43M	2	11.4%	Reduced
629	Gradient Investments Arden Hills, Minnesota	$70.2M	-$6.81M	3	1.09%	Reduced
630	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$69.8M	-$44.1M	4	0.49%	Reduced
631	GIM Generate Investment Management Auckland, New Zealand	$69.6M	+$7.71M	3	3.43%	Increased
632	R.M. Davis Inc Portland, Maine	$69.5M	-$376K	5	1.23%	Reduced
633	SPC Stony Point Capital New York	$69.4M	-$336K	1	5.58%	Reduced
634	SCM Stevens Capital Management Radnor, Pennsylvania	$69.3M	+$61.3M	3	10.67%	Increased
635	CSM Advisors Warrendale, Pennsylvania	$69.1M	+$38M	6	1.7%	Increased
636	LI Leeward Investments Boston, Massachusetts	$69M	-$1.66M	3	3.4%	Reduced
637	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$68.9M	+$13.8M	6	2.62%	Increased
638	QVR San Francisco, California	$68.7M	+$55M	2	2.76%	Increased
639	Caprock Group Boise, Idaho	$68.4M	-$13.2M	11	1.66%	Reduced
640	Laird Norton Wetherby Trust Company Seattle, Washington	$68.2M	+$1.02M	9	1.49%	Increased
641	Weiss Asset Management Boston, Massachusetts	$68M	+$31.4M	5	1.14%	Increased
642	Summit Trail Advisors New York	$67.5M	+$16M	10	0.97%	Increased
643	Daymark Wealth Partners Cincinnati, Ohio	$67.4M	+$3.14M	8	2.12%	Increased
644	Moran Wealth Management Naples, Florida	$66.9M	-$9.5M	9	2.05%	Reduced
645	Border to Coast Pensions Partnership Leeds, United Kingdom	$66.8M	+$6.96M	1	1.13%	Increased
646	VWA Visionary Wealth Advisors O'fallon, Illinois	$66.7M	-$2.16M	6	2.95%	Reduced
647	Boothbay Fund Management New York	$66.6M	+$24.6M	18	0.86%	Increased
648	Van Berkom & Associates Montreal, Quebec, Canada	$66.2M	-$16.1M	1	2.15%	Reduced
649	PensionDanmark Copenhagen O, Denmark	$66M	-$803K	4	0.64%	Reduced
650	WesBanco Bank Wheeling, West Virginia	$65.8M	+$744K	8	1.82%	Increased