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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	Third Point New York	$14.8M	$0	1	0.08%	Maintained
677	WhitTier Trust Company Reno, Nevada	$14.7M	+$1.86M	6	0.6%	Increased
678	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$14.7M	+$12.9M	2	8.54%	New
679	Independent Financial Group San Diego, California	$14.5M	+$1.13M	1	1.48%	Increased
680	ECM Everence Capital Management Goshen, Indiana	$14.5M	+$193K	3	1.19%	Increased
681	Veritable Wilmington, Delaware	$14.5M	-$222K	4	0.23%	Reduced
682	TCM Twin Capital Management Mcmurray, Pennsylvania	$14.4M	-$1.48M	2	1.48%	Reduced
683	DA Duality Advisers Miami, Florida	$14.4M	-$3.42M	4	1.1%	Reduced
684	Raymond James Trust St. Petersburg, Florida	$14.4M	+$576K	5	0.48%	Increased
685	LSA L & S Advisors Los Angeles, California	$14.3M	+$4.39M	4	1.55%	Increased
686	Clearstead Advisors Cleveland, Ohio	$14.3M	+$506K	9	1.06%	Increased
687	ACA Arena Capital Advisors Los Angeles, California	$14.3M	+$3.39M	3	1.13%	Increased
688	GA Gagnon Advisors New York	$14.1M	-$6.64M	1	5.58%	Reduced
689	IndexIQ Advisors New York	$14.1M	+$823K	8	0.47%	Increased
690	WAM World Asset Management Detroit, Michigan	$14.1M	-$922K	7	1.4%	Reduced
691	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14M	-$600K	1	1.09%	Reduced
692	Independent Advisor Alliance Charlotte, North Carolina	$14M	-$887K	3	0.78%	Reduced
693	MAM Myriad Asset Management North Point, Hong Kong	$14M	+$13.5M	2	1.44%	New
694	CC Cannell & Co New York	$14M	-$999K	2	0.43%	Reduced
695	First Citizens Bank & Trust Raleigh, North Carolina	$14M	+$54.8K	3	0.67%	Increased
696	BPIM Brant Point Investment Management New York	$13.9M	-$1.44M	2	1.2%	Reduced
697	Buckingham Strategic Wealth Clayton, Missouri	$13.8M	+$1.14M	3	0.28%	Increased
698	Quantbot Technologies New York	$13.8M	+$3.37M	10	1.01%	Increased
699	ACM Arosa Capital Management Miami Beach, Florida	$13.8M	-$4.22M	3	2.55%	Reduced
700	DCM DG Capital Management New York	$13.8M	+$115K	2	2.79%	Increased