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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	TCM Twin Capital Management Mcmurray, Pennsylvania	$19.7M	+$334K	2	2.12%	Increased
652	SCP SailingStone Capital Partners Houston, Texas	$19.7M	+$14.1M	1	4.1%	New
653	CT Cambridge Trust Cambridge, Massachusetts	$19.7M	+$13.9M	4	0.69%	Increased
654	AA Apriem Advisors Irvine, California	$19.6M	-$15.9K	2	2.87%	Reduced
655	Congress Wealth Management Boston, Massachusetts	$19.5M	+$3.92M	4	0.43%	Increased
656	Emerald Advisers Leola, Pennsylvania	$19.4M	+$5.6M	4	0.74%	Increased
657	FSA Franklin Street Advisors Chapel Hill, North Carolina	$19.3M	+$214K	1	1.56%	Increased
658	Parallel Advisors San Francisco, California	$19.3M	-$2.87M	18	0.76%	Reduced
659	WMC Westwood Management Corporation Chicago, Illinois	$19.2M	-$981K	2	1.82%	Reduced
660	KMC Kirr Marbach & Co Columbus, Indiana	$19.2M	-$5.42M	2	5.16%	Reduced
661	MAM Montanaro Asset Management London, United Kingdom	$19M	+$6.28M	1	2.34%	Increased
662	First Citizens Bank & Trust Raleigh, North Carolina	$19M	+$682K	3	0.74%	Increased
663	Capstone Investment Advisors New York	$18.8M	+$1.77M	3	0.05%	Increased
664	Brighton Jones LLC Seattle, Washington	$18.8M	-$568K	2	0.87%	Reduced
665	AF Alerus Financial Grand Forks, North Dakota	$18.7M	+$1.31M	2	1.6%	Increased
666	Graham Capital Management Rowayton, Connecticut	$18.7M	+$8.05M	2	0.65%	Increased
667	SFI Siemens Fonds Invest Munich, Germany	$18.6M	-$7.86M	2	1.51%	Reduced
668	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$18.5M	+$10.5M	8	0.36%	Increased
669	IC Inverness Counsel New York	$18.4M	-$3.47M	1	0.83%	Reduced
670	NPF Norris Perne & French Grand Rapids, Michigan	$18.4M	+$99.7K	1	1.49%	Increased
671	PTB Pioneer Trust Bank Salem, Oregon	$18.4M	-$437K	1	5.02%	Reduced
672	WhitTier Trust Company Reno, Nevada	$18.3M	+$1.54M	7	0.67%	Increased
673	Wedge Capital Management Charlotte, North Carolina	$18.1M	+$1.63M	3	0.24%	Increased
674	Clearstead Advisors Cleveland, Ohio	$18.1M	+$794K	9	1.23%	Increased
675	Integrated Wealth Concepts Waltham, Massachusetts	$18.1M	+$1.38M	4	0.55%	Increased