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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	MCM McRae Capital Management Morristown, New Jersey	$8.37M	-$193K	2	2.8%	Reduced
652	EWM Endurance Wealth Management Providence, Rhode Island	$8.3M	-$5.86K	6	1.22%	Reduced
653	PAA Peregrine Asset Advisers Portland, Oregon	$8.25M	+$6.3M	2	4.53%	Increased
654	NewEdge Advisors New Orleans, Louisiana	$8.23M	+$1.88M	2	0.29%	Increased
655	Colony Group Boston, Massachusetts	$8.2M	-$212K	4	0.21%	Reduced
656	WAM World Asset Management Detroit, Michigan	$8.12M	-$154K	4	0.85%	Reduced
657	NFG Next Financial Group Houston, Texas	$8.09M	+$2.41M	12	0.87%	Increased
658	Freestone Capital Holdings Seattle, Washington	$8.07M	+$850K	7	0.53%	Increased
659	Folketrygdfondet Oslo Norway, Norway	$8.05M	$0	1	0.34%	Maintained
660	CCP Corient Capital Partners Newport Beach, California	$8.05M	+$123K	2	0.93%	Increased
661	First Horizon Advisors Memphis, Tennessee	$7.97M	+$155K	8	0.6%	Increased
662	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$7.96M	-$3.85M	8	0.06%	Reduced
663	Williams Jones Wealth Management New York	$7.95M	+$1.13M	2	0.15%	Increased
664	Guinness Asset Management London, United Kingdom	$7.94M	+$4.67M	2	0.83%	Increased
665	CCM Cinctive Capital Management New York	$7.92M	-$2.66M	1	0.7%	Reduced
666	Caprock Group Boise, Idaho	$7.91M	+$544K	4	1.08%	Increased
667	Brighton Jones LLC Seattle, Washington	$7.91M	+$821K	1	0.55%	Increased
668	AF Alerus Financial Grand Forks, North Dakota	$7.88M	-$471K	1	0.89%	Reduced
669	RegentAtlantic Capital Morristown, New Jersey	$7.88M	+$330K	3	0.35%	Increased
670	Clearstead Advisors Cleveland, Ohio	$7.87M	-$221K	5	0.84%	Reduced
671	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.83M	-$501K	1	0.55%	Reduced
672	WhitTier Trust Company Reno, Nevada	$7.78M	-$501K	4	0.45%	Reduced
673	Hawk Ridge Capital Management Los Angeles, California	$7.77M	$0	1	0.66%	Maintained
674	Conning Inc Hartford, Connecticut	$7.76M	-$2.12M	2	0.27%	Reduced
675	SC Skylands Capital Milwaukee, Wisconsin	$7.74M	+$26.2K	3	1.29%	Increased