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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	CWA Canvas Wealth Advisors Shawnee, Kansas	$24.2M	+$1.81M	2	8.79%	Increased
652	GGI Godsey & Gibb Inc Richmond, Virginia	$24.1M	-$928K	2	2.73%	Reduced
653	Graham Capital Management Rowayton, Connecticut	$24M	+$163K	13	0.53%	Increased
654	USAA United Services Automobile Association San Antonio, Texas	$24M	+$2.17M	3	0.53%	Increased
655	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$24M	+$20.6M	5	2.54%	New
656	Focus Partners Wealth Boston, Massachusetts	$23.9M	+$21.6M	5	0.31%	New
657	Vinva Investment Management Sydney, Australia	$23.9M	+$3.87M	4	1.63%	Increased
658	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$23.9M	+$2M	4	2.51%	Increased
659	Granahan Investment Management Waltham, Massachusetts	$23.8M	+$202K	2	0.79%	Increased
660	VVP Vulcan Value Partners Birmingham, Alabama	$23.8M	-$1.74M	1	0.35%	Reduced
661	OFI Invest Asset Management Paris, France	$23.7M	-$25.8M	1	0.8%	Reduced
662	Capital Advisors Inc Tulsa, Oklahoma	$23.7M	+$1.09M	2	0.53%	Increased
663	TC TownSquare Capital Provo, Utah	$23.6M	-$2.04M	5	0.4%	Reduced
664	DP DDD Partners Bellevue, Washington	$23.6M	-$116K	2	3.17%	Reduced
665	Polar Asset Management Partners Toronto, Ontario, Canada	$23.5M	-$7.31M	2	0.41%	Reduced
666	Dynamic Advisor Solutions Phoenix, Arizona	$23.1M	-$5.71M	3	0.86%	Reduced
667	VHMC Value Holdings Management Company Hampton Bays, New York	$23M	$0	2	4.65%	Maintained
668	OCM Ogborne Capital Management San Francisco, California	$23M	+$10.1M	1	7.03%	Increased
669	SCA Snowden Capital Advisors New York	$22.9M	+$3.78M	8	0.87%	Increased
670	Park Avenue Securities New York	$22.9M	+$4.18M	8	0.32%	Increased
671	Integrated Wealth Concepts Waltham, Massachusetts	$22.8M	-$1.28M	6	0.37%	Reduced
672	BOK Financial Tulsa, Oklahoma	$22.7M	+$913K	9	0.44%	Increased
673	ACM Atika Capital Management New York	$22.5M	+$8.76M	2	3.02%	Increased
674	ZDA Zweig-DiMenna Associates New York	$22.5M	-$1.11M	2	2.54%	Reduced
675	Arrowstreet Capital Boston, Massachusetts	$22.5M	-$38.1M	7	0.02%	Reduced