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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	SPWM Straight Path Wealth Management Jenison, Michigan	$30.3M	+$10.3K	1	12.26%	Increased
702	TFA Teamwork Financial Advisors San Antonio, Texas	$30.3M	+$13.2M	4	4.03%	Increased
703	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$29.9M	+$6.18M	4	0.81%	Increased
704	BOK Financial Tulsa, Oklahoma	$29.8M	+$4.94M	5	0.53%	Increased
705	Dynamic Advisor Solutions Phoenix, Arizona	$29.7M	+$32.8M	5	0.98%	Increased
706	CP Cumberland Partners Toronto, Ontario, Canada	$29.7M	-$22.1M	1	2.29%	Reduced
707	SCM SIR Capital Management New York	$29.4M	+$7.8M	6	2.58%	Increased
708	First Eagle Investment Management New York	$29.3M	+$4.14M	5	0.06%	Increased
709	BCM Bourgeon Capital Management Darien, Connecticut	$29.2M	-$154K	4	6.3%	Reduced
710	AFA Arlington Financial Advisors Santa Barbara, California	$29.2M	+$369K	3	5.13%	Increased
711	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$29.2M	+$33.7M	2	1.81%	Increased
712	Associated Banc-Corp Green Bay, Wisconsin	$29.2M	-$2.41M	4	0.89%	Reduced
713	Bridgeway Capital Management Houston, Texas	$29.2M	+$29.6K	8	0.74%	Increased
714	1CP 11 Capital Partners Darien, Connecticut	$29.1M	+$19.2M	1	9.66%	Increased
715	SAM Shell Asset Management The Hague, Netherlands	$29.1M	-$1.42M	13	1.38%	Reduced
716	DG DigitalBridge Group Boca Raton, Florida	$29M	-$78.3K	1	2.33%	Reduced
717	SWM Segment Wealth Management Houston, Texas	$29M	+$2.29M	3	1.96%	Increased
718	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$29M	+$6.74M	3	3.22%	Increased
719	ROC Running Oak Capital Edina, Minnesota	$28.9M	+$7.42M	2	3.49%	Increased
720	EC Elequin Capital New York	$28.9M	+$37.1M	1	3.6%	Increased
721	CC Covalis Capital London, United Kingdom	$28.5M	+$8.81M	3	5.4%	Increased
722	BCP Bayberry Capital Partners New York	$28.4M	+$15.2M	2	7.84%	Increased
723	MAM Mark Asset Management New York	$28.4M	+$10M	2	2.75%	Increased
724	SW SVB Wealth Boston, Massachusetts	$28.4M	-$2.61M	12	1.17%	Reduced
725	Clearstead Advisors Cleveland, Ohio	$28.3M	-$457K	19	0.44%	Reduced