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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	AMF Tjänstepension Stockholm, Sweden	$63.6M	-$129K	1	0.39%	Reduced
652	HCPC Hamilton Capital Partners (Canada) Toronto,	$63.3M	+$4.1M	1	2.33%	Increased
653	Integrated Wealth Concepts Waltham, Massachusetts	$63.1M	-$20.1M	8	0.75%	Reduced
654	Meyer Handelman Company Rye Brook, New York	$63.1M	-$2.02M	4	1.98%	Reduced
655	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$63.1M	+$26.5M	5	2.32%	Increased
656	Badgley Phelps Wealth Managers Seattle, Washington	$63M	+$23.2M	4	1.15%	Increased
657	Lockheed Martin Investment Management Bethesda, Maryland	$62.9M	-$3.06M	1	2.1%	Reduced
658	R.M. Davis Inc Portland, Maine	$62.7M	-$1.42M	5	1.08%	Reduced
659	Ariel Investments Chicago, Illinois	$62.5M	-$25.7M	1	0.68%	Reduced
660	Union Bancaire Privee Geneva 1, Switzerland	$62.5M	+$10.3M	8	0.74%	Increased
661	Moran Wealth Management Naples, Florida	$62.5M	-$3.85M	8	1.92%	Reduced
662	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$62.4M	+$5.86M	2	2.65%	Increased
663	Eastern Bank Boston, Massachusetts	$62.3M	-$354K	8	1.07%	Reduced
664	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$62.2M	-$3.16M	3	1.24%	Reduced
665	WesBanco Bank Wheeling, West Virginia	$62M	-$2.51M	7	1.71%	Reduced
666	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$61.6M	+$2.51M	4	2.73%	Increased
667	CWA Canvas Wealth Advisors Shawnee, Kansas	$61.2M	+$14.8M	4	10.4%	Increased
668	Mission Wealth Management Santa Barbara, California	$60.9M	-$1.1M	5	1.22%	Reduced
669	BOK Financial Tulsa, Oklahoma	$60.2M	+$5.06M	6	0.92%	Increased
670	Waverly Advisors Birmingham, Alabama	$60.1M	+$19.2M	10	0.49%	Increased
671	Choreo LLC Rockford, Illinois	$60M	-$700K	12	0.76%	Reduced
672	Crawford Investment Counsel Atlanta, Georgia	$60M	-$2.76M	7	1%	Reduced
673	WRBC W.R. Berkley Corp Greenwich, Connecticut	$59.9M	+$15M	1	2.82%	Increased
674	Riverbridge Partners Minneapolis, Minnesota	$59.8M	-$24.5M	1	1.12%	Reduced
675	HCS Himension Capital (Singapore) Singapore	$59.7M	-$1.74M	3	3.68%	Reduced