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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	Equitable Holdings New York	$22.7M	+$2.9M	4	0.26%	Increased
677	Beck Mack & Oliver New York	$22.6M	-$789K	2	0.46%	Reduced
678	PP Prospector Partners Guilford, Connecticut	$22.6M	+$260K	1	2.48%	Increased
679	WAM Wilson Asset Management Sydney, Australia	$22.6M	-$3.74M	1	5.83%	Reduced
680	Algert Global San Francisco, California	$22.5M	+$3.76M	8	0.88%	Increased
681	SEM Suncoast Equity Management Tampa, Florida	$22.5M	+$13.6M	2	2.64%	Increased
682	Buckingham Strategic Wealth Clayton, Missouri	$22.4M	+$547K	4	0.24%	Increased
683	LSA L & S Advisors Los Angeles, California	$22.2M	+$1.6M	5	2.51%	Increased
684	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$22.2M	+$90.1K	7	0.58%	Increased
685	CWA Canvas Wealth Advisors Shawnee, Kansas	$22.2M	+$2.88M	2	7.46%	Increased
686	Banque Pictet & Cie Geneva 73, Switzerland	$22.2M	-$5.49M	3	0.21%	Reduced
687	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$22.2M	-$1.81M	4	1.52%	Reduced
688	CTI Community Trust & Investment Versailles, Kentucky	$22.1M	+$107K	1	1.56%	Increased
689	VVP Vulcan Value Partners Birmingham, Alabama	$22M	-$336K	1	0.32%	Reduced
690	Marex Group London,	$21.9M	+$20.4M	3	0.71%	Increased
691	WTFG Wells Trecaso Financial Group Akron, Ohio	$21.9M	-$1.7M	3	7.74%	Reduced
692	Apollon Wealth Management Mount Pleasant, South Carolina	$21.8M	+$1.18M	4	0.69%	Increased
693	SG Sienna Gestion Paris, France	$21.7M	+$21.8M	2	1.87%	New
694	DIA Davidson Investment Advisors Great Falls, Montana	$21.7M	-$4.8M	1	1.12%	Reduced
695	AWM Avitas Wealth Management Los Angeles, California	$21.5M	-$57.3K	3	3.27%	Reduced
696	RFA Rollins Financial Advisors New York City, New York	$21.5M	+$338K	1	4.04%	Increased
697	SCPM Sea Cliff Partners Management San Francisco, California	$21.4M	+$2.34M	1	7.03%	Increased
698	Burney Company Reston, Virginia	$21.2M	+$2.32M	5	0.81%	Increased
699	GIM Goelzer Investment Management Carmel, Indiana	$21.2M	-$2.88M	2	1.2%	Reduced
700	H HoyleCohen San Diego, California	$21.1M	+$183K	2	1.61%	Increased