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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	Easterly Investment Partners Beverly, Massachusetts	$19M	-$5.34M	3	2.09%	Reduced
702	Bartlett & Co Cincinnati, Ohio	$19M	+$71.1K	7	0.34%	Increased
703	Bartlett & Co Wealth Management Cincinnati, Ohio	$19M	+$71.1K	7	0.34%	Increased
704	Kovitz Investment Group Partners Chicago, Illinois	$18.9M	-$6.99M	4	0.34%	Reduced
705	GA GFS Advisors Houston, Texas	$18.9M	+$19.4M	1	2.94%	New
706	AIA Group Hong Kong	$18.9M	+$3.4M	1	0.92%	Increased
707	Banque Cantonale Vaudoise Lausanne, Switzerland	$18.8M	-$1.68M	10	0.94%	Reduced
708	SI Schusterman Interests Tulsa, Oklahoma	$18.8M	$0	1	27.5%	Maintained
709	Capstone Investment Advisors New York	$18.8M	+$10.3M	6	0.08%	Increased
710	Walleye Trading New York	$18.7M	+$14.8M	9	0.05%	Increased
711	Trexquant Investment Stamford, Connecticut	$18.6M	-$4.4M	11	0.47%	Reduced
712	Global Retirement Partners San Rafael, California	$18.5M	+$55.3K	20	0.93%	Increased
713	Nicholas Investment Partners Rancho Santa Fe, California	$18.3M	-$6.98M	3	1.37%	Reduced
714	Prospera Financial Services Dallas, Texas	$18.3M	-$517K	8	0.71%	Reduced
715	Beck Mack & Oliver New York	$18.2M	-$299K	2	0.48%	Reduced
716	Davidson Investment Advisors Great Falls, Montana	$18.2M	-$6.88M	1	1.16%	Reduced
717	South Street Advisors New York	$18.2M	+$88.4K	2	3.65%	Increased
718	Hudson Bay Capital Management Stamford, Connecticut	$18.1M	+$14.9M	3	0.14%	Increased
719	SCA Snowden Capital Advisors New York	$18.1M	-$2.66M	8	0.77%	Reduced
720	EP Wealth Advisors Torrance, California	$18.1M	-$19.6M	5	0.28%	Reduced
721	Merit Financial Group Alpharetta, Georgia	$18.1M	+$1.88M	4	0.59%	Increased
722	HCM Hawkeye Capital Management Miami Beach, Florida	$18M	$0	1	44.23%	Maintained
723	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$18M	$0	1	0.22%	Maintained
724	SCP SailingStone Capital Partners Houston, Texas	$17.9M	+$7.04M	1	5.25%	Increased
725	BOK Financial Tulsa, Oklahoma	$17.8M	+$52.1K	6	0.39%	Increased