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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	Allianz Munich, Germany	$45.9M	+$4.55M	4	1.19%	Increased
652	SAM Shell Asset Management The Hague, Netherlands	$45.8M	+$3.17M	13	2%	Increased
653	GIM Goodlander Investment Management Dallas, Texas	$45.7M	+$44.3M	4	33.63%	New
654	SAM Synergy Asset Management Vancouver, Washington	$45.5M	+$26.7M	5	3.52%	Increased
655	HUB Investment Partners Austin, Texas	$45.4M	+$5.32M	4	1.9%	Increased
656	VHMC Value Holdings Management Company Hampton Bays, New York	$45.4M	$0	2	7.94%	Maintained
657	Prospera Financial Services Dallas, Texas	$45.3M	+$9.07M	8	1.05%	Increased
658	ACM Arosa Capital Management Miami Beach, Florida	$45M	-$16.9M	5	18.06%	Reduced
659	TC TwinBeech Capital Purchase, New York	$44.9M	-$17.8M	5	0.77%	Reduced
660	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$44.8M	-$848K	4	0.91%	Reduced
661	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$44.6M	-$1.35M	9	1.46%	Reduced
662	Apollon Wealth Management Mount Pleasant, South Carolina	$44.5M	+$2.69M	6	1.03%	Increased
663	TS Triglav Skladi Ljubljana, Slovenia	$44.1M	+$39.2M	3	3.47%	New
664	Cannell & Spears New York	$43.9M	-$679K	4	0.9%	Reduced
665	Covea Finance Paris, France	$43.9M	-$1.3M	2	1.98%	Reduced
666	First Citizens Bank & Trust Raleigh, North Carolina	$43.7M	+$600K	5	0.8%	Increased
667	Hantz Financial Services Southfield, Michigan	$43.7M	-$2.36M	10	0.76%	Reduced
668	Crestwood Advisors Group Boston, Massachusetts	$43.3M	-$199K	5	0.81%	Reduced
669	EP Wealth Advisors Torrance, California	$43.3M	+$782K	6	0.35%	Increased
670	CCPM Cooper Creek Partners Management New York	$43.3M	-$59M	1	1.34%	Reduced
671	RS Rakuten Securities Tokyo, Japan	$43.2M	+$11.4M	5	17.02%	Increased
672	Perigon Wealth Management San Francisco, California	$43.2M	+$2.29M	7	1.06%	Increased
673	Allstate Corporation Northbrook, Illinois	$43.1M	+$35.4M	5	1.27%	Increased
674	Oppenheimer Asset Management New York	$43.1M	+$645K	11	0.52%	Increased
675	WesBanco Bank Wheeling, West Virginia	$43.1M	-$3.13M	5	1.47%	Reduced