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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	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$20.8M	+$1.74M	2	1.81%	Increased
702	Vestcor Inc Fredericton, New Brunswick, Canada	$20.8M	-$214K	9	0.71%	Reduced
703	Laird Norton Wetherby Wealth Management San Francisco, California	$20.8M	-$81.7K	6	1.08%	Reduced
704	HighPoint Advisor Group Downers Grove, Illinois	$20.7M	+$25.5M	4	1.48%	New
705	Cantor Fitzgerald New York	$20.7M	-$15.8M	1	4.24%	Reduced
706	Bailard Foster City, California	$20.6M	+$1.51M	7	0.61%	Increased
707	FDP Financiere des Professionnels Montreal, Quebec, Canada	$20.5M	-$1.13M	2	1.8%	Reduced
708	Leonteq Securities AG Zurich, Switzerland	$20.5M	-$6.4M	11	1.17%	Reduced
709	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$20.3M	$0	1	0.23%	Maintained
710	Kovitz Investment Group Partners Chicago, Illinois	$20.1M	-$726K	4	0.33%	Reduced
711	Bartlett & Co Cincinnati, Ohio	$20M	-$269K	7	0.32%	Reduced
712	Bartlett & Co Wealth Management Cincinnati, Ohio	$20M	-$269K	7	0.32%	Reduced
713	IAN Integrated Advisors Network Dallas, Texas	$20M	+$56.2K	2	1.13%	Increased
714	RBA Richard Bernstein Advisors New York	$19.8M	-$2.03M	2	0.44%	Reduced
715	Empowered Funds Havertown, Pennsylvania	$19.8M	-$6.56M	7	0.5%	Reduced
716	Greenleaf Trust Kalamazoo, Michigan	$19.7M	-$661K	5	0.21%	Reduced
717	Empirical Finance Havertown, Pennsylvania	$19.7M	+$321K	2	1.37%	Increased
718	Coldstream Capital Management Bellevue, Washington	$19.6M	-$530K	8	0.55%	Reduced
719	GIM Goelzer Investment Management Carmel, Indiana	$19.6M	+$877K	2	1.26%	Increased
720	Quantbot Technologies New York	$19.5M	+$11.1M	13	1.13%	Increased
721	KA Kintegral Advisory New York	$19.4M	-$118K	2	2.15%	Reduced
722	PCOC Power Corp of Canada Montreal, Quebec, Canada	$19.4M	-$892K	2	2.01%	Reduced
723	WesBanco Bank Wheeling, West Virginia	$19.4M	-$5.69M	3	1.1%	Reduced
724	SC Shellback Capital Boston, Massachusetts	$19.4M	+$17.7M	1	1.7%	New
725	SCPM Sea Cliff Partners Management San Francisco, California	$19.3M	+$16.6M	1	7.51%	New