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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	DA Denali Advisors San Diego, California	$7.72M	-$193K	3	1.53%	Reduced
677	Cambiar Investors Denver, Colorado	$7.69M	+$160K	2	0.35%	Increased
678	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$7.68M	-$113K	1	1.89%	Reduced
679	HP Harvey Partners Tarrytown, New York	$7.65M	-$1.34M	3	9.94%	Reduced
680	Independent Financial Group San Diego, California	$7.65M	+$1.09M	1	1.44%	Increased
681	CIM Cowen Investment Management New York	$7.63M	+$6.86M	1	3.21%	Increased
682	Wilmington Savings Fund Society Wilmington, Delaware	$7.63M	+$809K	3	0.35%	Increased
683	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.5M	+$6.8M	1	0.81%	New
684	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.43M	+$1.72M	3	0.8%	Increased
685	GC GMT Capital Atlanta, Georgia	$7.41M	$0	1	0.54%	Maintained
686	AC Albar Capital London, United Kingdom	$7.39M	+$1.93M	1	3.69%	Increased
687	BOS Bingham Osborn & Scarborough San Francisco, California	$7.38M	+$108K	1	0.56%	Increased
688	Meiji Yasuda Life Insurance Tokyo, Japan	$7.35M	+$1.42M	3	0.15%	Increased
689	WTFG Wells Trecaso Financial Group Akron, Ohio	$7.34M	+$85.6K	3	4.69%	Increased
690	BL Bleichroeder LP New York	$7.3M	$0	2	1.31%	Maintained
691	First National Trust Hermitage, Pennsylvania	$7.3M	-$26.3K	2	0.57%	Reduced
692	Quilter Plc London, United Kingdom	$7.3M	-$497K	1	0.29%	Reduced
693	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$7.29M	+$60.3K	2	1.94%	Increased
694	Raymond James Trust St. Petersburg, Florida	$7.27M	+$838K	4	0.31%	Increased
695	AAM Azzad Asset Management Falls Church, Virginia	$7.27M	+$442K	4	1.51%	Increased
696	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$7.26M	+$80K	2	2.56%	Increased
697	FTCM Fir Tree Capital Management New York	$7.23M	$0	1	0.36%	Maintained
698	Encompass Capital Advisors New York	$7.22M	-$12.9M	1	0.64%	Reduced
699	TD Private Client Wealth New York	$7.18M	+$644K	6	0.4%	Increased
700	BCG Barington Capital Group New York	$7.17M	+$4.38M	1	12.54%	Increased