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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	Empowered Funds Havertown, Pennsylvania	$24.1M	+$6.78M	8	0.44%	Increased
652	RAM Rempart Asset Management Montreal, Canada	$24M	-$61.7K	1	4.62%	Reduced
653	LFDLE La Financiere de L'Echiquier Paris, France	$24M	+$2.41M	1	1.03%	Increased
654	ALPS Advisors Denver, Colorado	$23.9M	-$1.05M	8	0.17%	Reduced
655	Independent Advisor Alliance Charlotte, North Carolina	$23.9M	-$2.21M	3	0.86%	Reduced
656	FDP Financiere des Professionnels Montreal, Quebec, Canada	$23.9M	-$2.16M	2	1.93%	Reduced
657	FineMark National Bank & Trust Fort Myers, Florida	$23.8M	-$546K	3	0.89%	Reduced
658	SPWM Straight Path Wealth Management Jenison, Michigan	$23.7M	+$576K	1	13.3%	Increased
659	CP CenterBook Partners Greenwich, Connecticut	$23.7M	+$17.2M	8	1.63%	Increased
660	South Dakota Investment Council Sioux Falls, South Dakota	$23.6M	-$2.36M	7	0.49%	Reduced
661	HM Payson & Co Portland, Maine	$23.5M	+$375K	7	0.44%	Increased
662	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$23.5M	-$5.18M	1	7.98%	Reduced
663	Prime Capital Investment Advisors Overland Park, Kansas	$23.5M	+$1.02M	5	0.33%	Increased
664	CIG Cullen Investment Group Lafayette, Louisiana	$23.3M	+$445K	2	3.67%	Increased
665	MC Moors & Cabot Boston, Massachusetts	$23.2M	-$1.33M	3	1.26%	Reduced
666	Park Avenue Securities New York	$23.1M	+$2.39M	7	0.3%	Increased
667	SAM Shell Asset Management The Hague, Netherlands	$23.1M	-$5M	13	1.05%	Reduced
668	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$23M	-$3.38M	1	10.7%	Reduced
669	TC Tsai Capital New York	$23M	+$310K	1	23.71%	Increased
670	EIM Essex Investment Management Boston, Massachusetts	$23M	-$2.61M	10	4.53%	Reduced
671	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.9M	+$4.67M	2	1.55%	Increased
672	DRP Decade Renewable Partners Houston, Texas	$22.8M	+$20.3M	3	12.08%	Increased
673	HUB Investment Partners Austin, Texas	$22.8M	-$547K	3	1.24%	Reduced
674	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$22.7M	+$799K	5	2.2%	Increased
675	Kovitz Investment Group Partners Chicago, Illinois	$22.7M	+$106K	4	0.29%	Increased