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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	WhitTier Trust Company Reno, Nevada	$4.87M	+$184K	4	0.36%	Increased
652	IIA IPG Investment Advisors San Diego, California	$4.84M	+$4.95M	1	1.66%	Increased
653	Beacon Financial Group Dallas, Texas	$4.84M	-$189K	1	0.79%	Reduced
654	B BP London, United Kingdom	$4.82M	-$3.09M	2	0.19%	Reduced
655	Novare Capital Management Charlotte, North Carolina	$4.81M	+$458K	1	0.75%	Increased
656	Hodges Capital Management Dallas, Texas	$4.78M	-$1.89M	1	0.48%	Reduced
657	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.76M	-$164K	1	0.52%	Reduced
658	Rubric Capital Management (New York) New York	$4.76M	+$5.52M	1	0.44%	New
659	Twin Tree Management Dallas, Texas	$4.73M	+$1.87M	4	0.02%	Increased
660	Brinker Capital Berwyn, Pennsylvania	$4.72M	-$612K	5	0.18%	Reduced
661	First Horizon Advisors Memphis, Tennessee	$4.68M	+$683K	5	0.37%	Increased
662	Lincoln National Corp Radnor, Pennsylvania	$4.65M	+$460K	2	0.19%	Increased
663	North Star Investment Management Chicago, Illinois	$4.65M	+$1.36M	9	0.54%	Increased
664	Meritage Portfolio Management Overland Park, Kansas	$4.64M	+$1.86M	1	0.47%	Increased
665	PineBridge Investments New York	$4.63M	+$961K	6	0.09%	Increased
666	QI Quilter Investors London, United Kingdom	$4.61M	-$5.58M	1	2.94%	Reduced
667	Tributary Capital Management Omaha, Nebraska	$4.61M	-$347K	3	0.33%	Reduced
668	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$4.6M	+$355K	1	0.37%	Increased
669	RegentAtlantic Capital Morristown, New Jersey	$4.59M	-$51.1K	3	0.32%	Reduced
670	First Allied Advisory Services San Diego, California	$4.57M	+$251K	5	0.16%	Increased
671	SC Spitfire Capital Mill Valley, California	$4.54M	+$310K	1	4.75%	Increased
672	Baker Avenue Asset Management San Francisco, California	$4.5M	-$288K	2	0.37%	Reduced
673	Richard Bernstein Advisors New York	$4.39M	-$3.35M	1	0.14%	Reduced
674	Eventide Asset Management Boston, Massachusetts	$4.38M	+$38.7K	2	0.15%	Increased
675	First Financial Bank - Trust Division Hamilton, Ohio	$4.37M	+$316K	1	0.67%	Increased