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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	KMC Kirr Marbach & Co Columbus, Indiana	$15.4M	+$54.2K	2	4.83%	Increased
652	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15.4M	+$987K	3	0.55%	Increased
653	Coldstream Capital Management Bellevue, Washington	$15.2M	-$8.91K	7	0.59%	Reduced
654	WAM Wilson Asset Management Sydney, Australia	$15.2M	$0	1	4.52%	Maintained
655	MAG Mass Ave Global New York	$15.1M	+$14.2M	1	4.13%	Increased
656	CC Cannell & Co New York	$15.1M	-$1.38M	2	0.54%	Reduced
657	WhitTier Trust Company Reno, Nevada	$14.9M	+$756K	6	0.62%	Increased
658	FineMark National Bank & Trust Fort Myers, Florida	$14.8M	-$2.62M	4	0.66%	Reduced
659	EULAV Asset Management Sarasota, Florida	$14.8M	+$143K	2	0.61%	Increased
660	AF Alerus Financial Grand Forks, North Dakota	$14.8M	+$1.19M	2	1.37%	Increased
661	AWM Altium Wealth Management Purchase, New York	$14.8M	+$2.95M	5	1.06%	Increased
662	TCM Tributary Capital Management Omaha, Nebraska	$14.7M	-$1.9M	3	1.46%	Reduced
663	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$14.6M	-$14.3M	1	0.31%	Reduced
664	RIA RPG Investment Advisory Pleasanton, California	$14.6M	+$88.7K	2	2.96%	Increased
665	GAMH Greenwoods Asset Management (HK) Hong Kong	$14.5M	-$10.2M	2	0.65%	Reduced
666	PFC Phocas Financial Corp Alameda, California	$14.4M	-$170K	4	2.16%	Reduced
667	Gotham Asset Management New York	$14.4M	-$7.72M	9	0.46%	Reduced
668	Bartlett & Co Wealth Management Cincinnati, Ohio	$14.4M	-$40.1K	7	0.29%	Reduced
669	Bartlett & Co Cincinnati, Ohio	$14.4M	-$40.5K	7	0.29%	Reduced
670	Vident Investment Advisory Alpharetta, Georgia	$14.3M	+$6.38M	10	0.43%	Increased
671	Klingenstein Fields & Co New York	$14.3M	+$293K	2	0.74%	Increased
672	Krane Funds Advisors New York	$14.3M	-$3.65M	3	0.51%	Reduced
673	Busey Bank Urbana, Illinois	$14.3M	+$2.4M	4	0.66%	Increased
674	CI Carroll Investors Mt Pleasant, South Carolina	$14.2M	+$447K	1	12.92%	Increased
675	Sit Investment Associates Minneapolis, Minnesota	$14.2M	+$303K	5	0.43%	Increased