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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	Glazer Capital LLC New York	$12M	+$7M	1	0.43%	Increased
677	Hancock Whitney Gulfport, Mississippi	$11.9M	+$687K	8	0.4%	Increased
678	Buckingham Strategic Wealth Clayton, Missouri	$11.9M	+$2.87M	4	0.62%	Increased
679	L & S Advisors Los Angeles, California	$11.9M	+$2.85M	2	1.37%	Increased
680	Williams Jones Wealth Management New York	$11.8M	+$1.43M	2	0.19%	Increased
681	Thompson Siegel & Walmsley Richmond, Virginia	$11.8M	-$14.5M	5	0.19%	Reduced
682	Main Street Financial Solutions Newtown, Pennsylvania	$11.8M	+$8.6M	2	2.41%	New
683	Freestone Capital Holdings Seattle, Washington	$11.7M	+$1.75M	7	0.68%	Increased
684	Davidson Investment Advisors Great Falls, Montana	$11.7M	+$33.4K	2	1.08%	Increased
685	Reilly Financial Advisors La Mesa, California	$11.6M	-$127K	5	1.09%	Reduced
686	Trust Company of Vermont Brattleboro, Vermont	$11.6M	-$580K	5	0.92%	Reduced
687	Clearstead Advisors Cleveland, Ohio	$11.6M	-$489K	6	1.05%	Reduced
688	Third Point New York	$11.6M	+$7.12M	1	0.09%	New
689	R.M. Davis Inc Portland, Maine	$11.6M	+$9.7M	2	0.33%	Increased
690	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$11.5M	$0	1	0.65%	Maintained
691	SI Sapience Investments Newport Beach, California	$11.4M	-$856K	1	1.59%	Reduced
692	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$11.4M	-$66.9K	1	0.56%	Reduced
693	Haverford Trust Company Radnor, Pennsylvania	$11.4M	-$151K	4	0.16%	Reduced
694	CCM Investment Advisers Columbia, South Carolina	$11.4M	+$42.5K	1	1.65%	Increased
695	MCM Matarin Capital Management New York	$11.2M	-$4.06M	4	2.75%	Reduced
696	Endurance Wealth Management Providence, Rhode Island	$11.2M	+$3.31K	6	1.42%	Increased
697	Kestra Private Wealth Services Austin, Texas	$11.2M	+$523K	3	0.83%	Increased
698	BAM Barrett Asset Management New York	$11.2M	-$6.26K	5	0.59%	Reduced
699	CC Cipher Capital New York	$11.2M	+$5.26M	4	1.35%	Increased
700	DAM Draper Asset Management Smithtown, New York	$11.2M	+$8.13M	1	11.37%	New