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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	Vestcor Inc Fredericton, New Brunswick, Canada	$21.9M	+$666K	6	0.8%	Increased
652	PFC Phocas Financial Corp Alameda, California	$21.9M	-$2.91M	5	3%	Reduced
653	HA Heartland Advisors Milwaukee, Wisconsin	$21.8M	-$6.76M	1	1.25%	Reduced
654	Kestra Private Wealth Services Austin, Texas	$21.7M	+$1.19M	5	0.74%	Increased
655	Bleakley Financial Group Fairfield, New Jersey	$21.7M	-$4.04M	6	0.68%	Reduced
656	FineMark National Bank & Trust Fort Myers, Florida	$21.7M	+$640K	4	0.89%	Increased
657	Graham Capital Management Rowayton, Connecticut	$21.7M	-$10.1M	11	0.63%	Reduced
658	MLL Moody Lynn & Lieberson Boston, Massachusetts	$21.7M	+$14.7M	3	1.75%	Increased
659	Wedge Capital Management Charlotte, North Carolina	$21.7M	+$3.32M	3	0.35%	Increased
660	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$21.7M	+$1.26M	10	1.01%	Increased
661	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$21.6M	+$15.7M	5	0.5%	Increased
662	Waverton Investment Management London, United Kingdom	$21.6M	-$244K	1	0.61%	Reduced
663	ACJ Autonomy Capital (Jersey) St. Helier, Jersey	$21.5M	+$1.53M	2	19.59%	Increased
664	SCA Snowden Capital Advisors New York	$21.4M	-$337K	7	0.77%	Reduced
665	Apollon Wealth Management Mount Pleasant, South Carolina	$21.4M	+$2.08M	5	1.03%	Increased
666	AssetMark Inc Concord, California	$21.3M	-$2.73M	14	0.08%	Reduced
667	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$21.3M	-$5.32M	5	0.84%	Reduced
668	IAN Integrated Advisors Network Dallas, Texas	$21.2M	-$295K	2	1.22%	Reduced
669	Vinva Investment Management Sydney, Australia	$21.2M	-$1.01M	4	1.82%	Reduced
670	CCM Cinctive Capital Management New York	$21.1M	+$6.53M	2	0.71%	Increased
671	PCOC Power Corp of Canada Montreal, Quebec, Canada	$21.1M	+$600K	2	2.1%	Increased
672	DP DDD Partners Bellevue, Washington	$21M	-$2.97M	2	2.91%	Reduced
673	DFO Duquesne Family Office New York	$20.9M	+$17M	1	0.73%	New
674	RBA Richard Bernstein Advisors New York	$20.8M	-$1.58M	2	0.44%	Reduced
675	Laird Norton Wetherby Wealth Management San Francisco, California	$20.8M	-$2.31M	6	1.12%	Reduced