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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
701	Valeo Financial Advisors Carmel, Indiana	$16.9M	+$3.82M	4	0.86%	Increased
702	First Trust Direct Indexing Boston, Massachusetts	$16.9M	+$1.22M	3	2.05%	Increased
703	Cooper Financial Group Irvine, California	$16.8M	+$773K	4	6.39%	Increased
704	Phocas Financial Corp Alameda, California	$16.8M	+$5.72M	4	2.09%	Increased
705	Summit Trail Advisors New York	$16.7M	+$386K	2	1.35%	Increased
706	Sumitomo Life Insurance Tokyo, Japan	$16.6M	-$235K	3	0.41%	Reduced
707	Saba Capital Management New York	$16.6M	-$1.76M	2	0.24%	Reduced
708	Jaffetilchin Investment Partners Tampa, Florida	$16.5M	-$1.16M	1	1.94%	Reduced
709	BP Bandera Partners New York	$16.4M	$0	1	4.89%	Maintained
710	MA Mutual Advisors Omaha, Nebraska	$16.4M	+$715K	2	0.92%	Increased
711	LA Linden Advisors New York	$16.4M	$0	3	0.1%	Maintained
712	Gladius Capital Management Chicago, Illinois	$16.4M	-$589K	1	1.21%	Reduced
713	Integrated Advisors Network Dallas, Texas	$16.3M	+$886K	3	0.96%	Increased
714	Penserra Capital Management Orinda, California	$16.2M	+$4.63M	11	0.39%	Increased
715	Heartland Advisors Milwaukee, Wisconsin	$16.2M	-$5.22M	2	1%	Reduced
716	Sit Investment Associates Minneapolis, Minnesota	$16.1M	+$324K	5	0.43%	Increased
717	Park Avenue Securities New York	$16.1M	+$1.78M	5	0.28%	Increased
718	Leeward Investments Boston, Massachusetts	$16.1M	+$16.9M	1	0.64%	New
719	Magnus Financial Group New York	$16.1M	+$5.58M	1	2.68%	Increased
720	Exencial Wealth Advisors Oklahoma City, Oklahoma	$16.1M	+$974K	3	0.81%	Increased
721	DAM Draper Asset Management Smithtown, New York	$16M	-$47.7K	1	13.26%	Reduced
722	UAM UAS Asset Management New York	$15.9M	-$1.4M	1	3.53%	Reduced
723	WAM Wilson Asset Management Sydney, Australia	$15.9M	+$13.4M	1	3.97%	New
724	Capital Advisors Inc Tulsa, Oklahoma	$15.7M	+$416K	2	0.43%	Increased
725	Covington Capital Management Los Angeles, California	$15.6M	+$1.93M	7	0.56%	Increased