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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	Beacon Pointe Advisors Newport Beach, California	$33.4M	+$5.95M	9	0.37%	Increased
677	Bleakley Financial Group Fairfield, New Jersey	$33.4M	+$5.55M	4	1.07%	Increased
678	Dana Investment Advisors Waukesha, Wisconsin	$33.3M	-$8.81M	8	1.19%	Reduced
679	Baker Avenue Asset Management San Francisco, California	$33.2M	-$4.14M	5	1.04%	Reduced
680	Sculptor Capital New York	$33.1M	-$15.5M	1	0.63%	Reduced
681	Allstate Corporation Northbrook, Illinois	$33.1M	+$4.55M	3	0.97%	Increased
682	BWP Balboa Wealth Partners Scottsdale, Arizona	$33.1M	-$110K	2	8%	Reduced
683	AIA Group Hong Kong	$33M	-$93K	2	0.81%	Reduced
684	ACM Argent Capital Management St Louis, Missouri	$33M	-$1.93M	1	1.01%	Reduced
685	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$32.7M	+$108K	8	0.52%	Increased
686	Empowered Funds Havertown, Pennsylvania	$32.7M	-$156K	10	0.47%	Reduced
687	BCP Blue Chip Partners Farmington Hills, Michigan	$32.6M	+$4.4M	4	2.81%	Increased
688	CIS Connors Investor Services Wyomissing, Pennsylvania	$32.5M	+$5.04M	3	3.22%	Increased
689	SignatureFD Atlanta, Georgia	$32.3M	-$1.13M	27	0.61%	Reduced
690	SCM Suvretta Capital Management New York	$31.6M	-$13.9M	1	1.17%	Reduced
691	Adams Diversified Equity Fund Baltimore, Maryland	$31.6M	-$19.9M	1	1.26%	Reduced
692	HUB Investment Partners Austin, Texas	$31.5M	+$768K	4	1.25%	Increased
693	Hantz Financial Services Southfield, Michigan	$31.3M	-$4.54M	14	0.55%	Reduced
694	HCS Himension Capital (Singapore) Singapore	$31.2M	-$10.6M	2	2.66%	Reduced
695	Daymark Wealth Partners Cincinnati, Ohio	$30.9M	+$12.5M	7	1.33%	Increased
696	CloudAlpha Capital Management Hong Kong	$30.7M	+$33M	1	2.45%	Increased
697	SC Shellback Capital Boston, Massachusetts	$30.6M	+$23.7M	4	2.97%	Increased
698	SSA Sierra Summit Advisors Incline Village, Nevada	$30.6M	+$11.3M	3	6.62%	Increased
699	Merit Financial Group Alpharetta, Georgia	$30.3M	+$4.35M	10	0.45%	Increased
700	Oppenheimer Asset Management New York	$30.3M	-$1.86M	12	0.38%	Reduced