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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
676
Ledyard National Bank
Ledyard National Bank
$4.58M +$38.1K 1 0.7% Increased
677
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$4.49M +$2.06M 7 0.16% Increased
678
RIA
RPG Investment Advisory
California
$4.43M +$5.19M 2 1.25% New
679
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$4.42M -$48.6K 3 0.34% Reduced
680
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$4.4M +$482K 1 0.53% Increased
681
Sprott Inc
Sprott Inc
Ontario, Canada
$4.37M $0 1 0.15% Maintained
682
OCA
Otter Creek Advisors
Florida
$4.37M +$966K 2 4.72% Increased
683
KAM
Karani Asset Management
New York
$4.36M -$12M 1 4.66% Reduced
684
Callahan Advisors
Callahan Advisors
Texas
$4.35M -$72.9K 1 0.91% Reduced
685
EAM Investors
EAM Investors
California
$4.34M +$654K 2 1.35% Increased
686
Barings
Barings
North Carolina
$4.33M +$170K 3 0.14% Increased
687
BOK Financial
BOK Financial
Oklahoma
$4.33M -$3.53M 2 0.12% Reduced
688
PAM
Private Asset Management
California
$4.31M -$307K 1 0.91% Reduced
689
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$4.3M +$862K 4 0.37% Increased
690
DRW Securities
DRW Securities
Illinois
$4.29M +$4.3M 2 0.16% Increased
691
BCM
Basso Capital Management
Connecticut
$4.29M +$1.47M 1 1.02% Increased
692
EULAV Asset Management
EULAV Asset Management
Florida
$4.24M -$1.86M 1 0.17% Reduced
693
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$4.21M -$459K 4 0.51% Reduced
694
World Asset Management
World Asset Management
Michigan
$4.2M -$2.27M 5 0.37% Reduced
695
Corient Capital Partners
Corient Capital Partners
California
$4.18M +$439K 2 0.66% Increased
696
GW Henssler & Associates
GW Henssler & Associates
Georgia
$4.18M +$1.02M 2 0.42% Increased
697
WIC
WealthBridge Investment Counsel
Alberta, Canada
$4.18M -$156K 1 3.55% Reduced
698
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$4.16M -$887K 3 0.79% Reduced
699
TD Private Client Wealth
TD Private Client Wealth
New York
$4.16M +$23.5K 5 0.3% Increased
700
Apriem Advisors
Apriem Advisors
California
$4.15M -$761K 2 1% Reduced
26 27
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