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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	Bragg Financial Advisors Charlotte, North Carolina	$36.7M	+$51.5K	6	1.51%	Increased
652	TAM Thematics Asset Management Paris, France	$36.7M	-$523K	1	1.86%	Reduced
653	EP Wealth Advisors Torrance, California	$36.4M	+$7.4M	6	0.29%	Increased
654	Country Trust Bank Bloomington, Illinois	$36.3M	+$2.2M	4	0.92%	Increased
655	Choreo LLC Rockford, Illinois	$36.1M	-$1.28M	12	0.56%	Reduced
656	VHMC Value Holdings Management Company Hampton Bays, New York	$35.9M	$0	2	6.74%	Maintained
657	Sapient Capital Indianapolis, Indiana	$35.7M	+$1.79M	3	0.7%	Increased
658	Pzena Investment Management New York	$35.5M	$0	1	0.12%	Maintained
659	Farmers & Merchants Investments Inc Lincoln, Nebraska	$35M	+$2.65M	16	1.11%	Increased
660	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$34.9M	+$39.2M	3	1.3%	Increased
661	Park Avenue Securities New York	$34.8M	+$311K	6	0.43%	Increased
662	SFM Stack Financial Management Whitefish, Montana	$34.7M	-$14.2M	1	2.89%	Reduced
663	HCA Harbor Capital Advisors Chicago, Illinois	$34.4M	+$9.71M	14	1.57%	Increased
664	SCM Silvant Capital Management Atlanta, Georgia	$34.4M	+$72.4K	4	1.58%	Increased
665	ACG Aventail Capital Group New York	$34.4M	-$1.83M	4	1.7%	Reduced
666	Advisors Capital Management Ridgewood, New Jersey	$34.2M	+$3.63M	4	0.53%	Increased
667	NC Nightview Capital Austin, Texas	$33.8M	-$35.8M	1	21.93%	Reduced
668	Hawk Ridge Capital Management Los Angeles, California	$33.8M	+$9.19M	1	1.59%	Increased
669	PI Pennant Investors Summit, New Jersey	$33.7M	-$4.88M	2	8.8%	Reduced
670	Crestwood Advisors Group Boston, Massachusetts	$33.7M	-$814K	4	0.64%	Reduced
671	Winton Group London, United Kingdom	$33.6M	+$6.67M	6	2.05%	Increased
672	GAI General American Investors New York	$33.6M	$0	1	2.45%	Maintained
673	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$33.4M	+$1.5M	9	0.99%	Increased
674	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$33.4M	+$15.8M	2	1.92%	Increased
675	LCP LGT Capital Partners Pfaeffikon, Switzerland	$33.4M	+$2.88M	1	1.48%	Increased