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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
651	F.L. Putnam Investment Management Lynnfield, Massachusetts	$85.6M	+$2.87M	9	1.02%	Increased
652	HCPC Hamilton Capital Partners (Canada) Toronto,	$85.5M	+$4.21M	1	2.48%	Increased
653	Gradient Investments Arden Hills, Minnesota	$85.4M	-$1.43M	4	1.18%	Reduced
654	Americana Partners Houston, Texas	$85.4M	+$9.3M	5	1.92%	Increased
655	Chilton Investment Company Stamford, Connecticut	$85.2M	+$19.6M	4	2.04%	Increased
656	Park National Corp Newark, Ohio	$84.6M	-$8.52M	4	2.37%	Reduced
657	Summit Trail Advisors New York	$84.4M	+$2.93M	11	1.06%	Increased
658	Harding Loevner Bridgewater, New Jersey	$84.3M	-$19.9M	1	0.79%	Reduced
659	Metis Global Partners San Diego, California	$84.1M	-$5.41M	5	1.91%	Reduced
660	SWM Segment Wealth Management Houston, Texas	$84M	-$1.33M	4	4.36%	Reduced
661	PI PFG Investments Woodbury, New York	$83.6M	+$846K	9	3.24%	Increased
662	JWCA J.W. Cole Advisors Tampa, Florida	$83.4M	+$4.19M	14	1.43%	Increased
663	Vise Technologies New York	$83.4M	+$23.2M	15	0.94%	Increased
664	GAI General American Investors New York	$83.4M	-$20.4M	1	4.94%	Reduced
665	Banque Transatlantique Paris, France	$83.4M	-$19.4M	9	1.79%	Reduced
666	Howard Capital Management Roswell, Georgia	$83.1M	+$43.8M	5	0.99%	Increased
667	Summit Financial Parsippany, New Jersey	$82.9M	+$7.79M	10	0.91%	Increased
668	Eastern Bank Boston, Massachusetts	$82.5M	-$2.4M	8	1.26%	Reduced
669	Crawford Investment Counsel Atlanta, Georgia	$82.4M	-$5.34M	7	1.37%	Reduced
670	R.M. Davis Inc Portland, Maine	$82.4M	-$496K	5	1.3%	Reduced
671	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$81.7M	+$569K	5	2.6%	Increased
672	VWA Visionary Wealth Advisors O'fallon, Illinois	$81.4M	-$3.62M	6	3.22%	Reduced
673	Covea Finance Paris, France	$81.3M	-$10.4M	3	2.57%	Reduced
674	SPC Stony Point Capital New York	$81.2M	+$2.46M	1	5.27%	Increased
675	Laird Norton Wetherby Trust Company Seattle, Washington	$81M	-$748K	10	1.56%	Reduced