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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	Independent Advisor Alliance Charlotte, North Carolina	$13.3M	+$276K	4	0.73%	Increased
677	Kestra Private Wealth Services Austin, Texas	$13.3M	+$723K	4	0.81%	Increased
678	KC Kepos Capital New York	$13.2M	+$11.8M	7	0.98%	Increased
679	SI Sapience Investments Newport Beach, California	$13.2M	+$563K	1	1.64%	Increased
680	Haverford Trust Company Radnor, Pennsylvania	$13.1M	-$309K	3	0.15%	Reduced
681	B BP London, United Kingdom	$13.1M	-$5.1M	2	0.56%	Reduced
682	EW Evoke Wealth Los Angeles, California	$13.1M	+$11.2M	6	0.5%	Increased
683	Veritable Wilmington, Delaware	$13.1M	-$95.1K	6	0.21%	Reduced
684	CSC Cove Street Capital El Segundo, California	$13.1M	-$582K	1	1.89%	Reduced
685	Weiss Multi-Strategy Advisers New York	$13.1M	-$7.34M	3	0.29%	Reduced
686	FTCM Fir Tree Capital Management New York	$13M	+$341K	3	0.49%	Increased
687	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$13M	-$51.9K	2	2.72%	Reduced
688	BP Bandera Partners New York	$13M	$0	1	5.08%	Maintained
689	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.9M	+$53.5K	6	0.9%	Increased
690	Brighton Jones LLC Seattle, Washington	$12.9M	+$640K	2	0.67%	Increased
691	SCM Stonehill Capital Management New York	$12.9M	+$10.8M	1	6.27%	New
692	Robeco Schweiz Zurich, Switzerland	$12.9M	-$1.28M	1	0.18%	Reduced
693	CL CSS LLC Chicago, Illinois	$12.9M	-$6.86M	4	0.53%	Reduced
694	Bel Air Investment Advisors Los Angeles, California	$12.9M	+$1.13M	2	0.39%	Increased
695	First Citizens Bank & Trust Raleigh, North Carolina	$12.9M	+$445K	3	0.61%	Increased
696	CL CPWM LLC Seattle, Washington	$12.8M	+$3.26K	1	0.96%	Increased
697	HAM Hillcrest Asset Management Plano, Texas	$12.7M	-$2.6M	1	1.71%	Reduced
698	GHA GW Henssler & Associates Kennesaw, Georgia	$12.7M	+$12.1M	1	0.83%	Increased
699	ECM Everence Capital Management Goshen, Indiana	$12.6M	+$306K	2	1.04%	Increased
700	MCM McRae Capital Management Morristown, New Jersey	$12.6M	-$739K	2	2.88%	Reduced