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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	CIS Connors Investor Services Wyomissing, Pennsylvania	$15.6M	-$612K	3	1.64%	Reduced
652	GA GFS Advisors Houston, Texas	$15.5M	-$3.54M	1	3.38%	Reduced
653	Brighton Jones LLC Seattle, Washington	$15.5M	+$713K	2	0.8%	Increased
654	Thornburg Investment Management Santa Fe, New Mexico	$15.5M	+$1.99M	2	0.19%	Increased
655	ER EVR Research Richmond, Virginia	$15.5M	+$1.72M	1	8.57%	Increased
656	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$15.4M	+$79.6K	4	1.03%	Increased
657	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$15.4M	-$4.84M	1	0.53%	Reduced
658	Allstate Corporation Northbrook, Illinois	$15.2M	-$1.22M	3	0.63%	Reduced
659	Kestra Private Wealth Services Austin, Texas	$15.2M	+$397K	3	0.85%	Increased
660	Highbridge Capital Management New York	$15.2M	-$3.49M	2	0.4%	Reduced
661	AP Advisor Partners Walnut Creek, California	$15.1M	+$2.87M	4	1.02%	Increased
662	Wilmington Savings Fund Society Wilmington, Delaware	$15.1M	-$342K	5	0.58%	Reduced
663	First Horizon Advisors Memphis, Tennessee	$15.1M	+$2.58M	14	0.49%	Increased
664	Sit Investment Associates Minneapolis, Minnesota	$15.1M	-$1.01M	3	0.39%	Reduced
665	LMR Partners London, United Kingdom	$15.1M	+$8.16M	3	0.17%	Increased
666	KTA Keeley-Teton Advisors Chicago, Illinois	$15.1M	-$2.3M	5	1.64%	Reduced
667	CIA CCM Investment Advisers Columbia, South Carolina	$15.1M	-$117K	1	1.96%	Reduced
668	Geneos Wealth Management Englewood, Colorado	$15M	-$404K	14	0.58%	Reduced
669	EAM Evanson Asset Management Carmel, California	$15M	+$132K	1	1.54%	Increased
670	DIA Davidson Investment Advisors Great Falls, Montana	$15M	+$379K	1	1.17%	Increased
671	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$14.9M	+$2.98M	3	7.94%	Increased
672	Harbour Investments Madison, Wisconsin	$14.9M	-$402K	21	0.48%	Reduced
673	ZP Zimmer Partners New York	$14.9M	+$16.4M	1	0.24%	New
674	Conning Inc Hartford, Connecticut	$14.9M	-$2.01M	2	0.43%	Reduced
675	OCM Olstein Capital Management Purchase, New York	$14.9M	-$2.98M	1	1.82%	Reduced