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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
726	PPW Parcion Private Wealth Bellevue, Washington	$68.9M	+$48.6M	11	3.83%	Increased
727	Capital Wealth Planning Naples, Florida	$68.9M	+$19.2M	3	0.34%	Increased
728	Wedbush Securities Los Angeles, California	$68.6M	+$2.26M	11	1.77%	Increased
729	Kingsview Wealth Management Grants Pass, Oregon	$68.4M	+$1.65M	9	0.83%	Increased
730	Callan Family Office Radnor, Pennsylvania	$68.4M	-$160K	12	1.34%	Reduced
731	NPIC Neumeier Poma Investment Counsel Carmel, California	$68.3M	-$6.1M	2	4.68%	Reduced
732	JLBC J.L. Bainbridge & Co Sarasota, Florida	$68.2M	-$782K	3	5.37%	Reduced
733	OAM Ostrum Asset Management Paris, France	$67.9M	+$3.97M	9	3.27%	Increased
734	First Citizens Bank & Trust Raleigh, North Carolina	$67.8M	+$2.4M	8	1.01%	Increased
735	KMC Kirr Marbach & Co Columbus, Indiana	$67.6M	-$9.99M	2	11.38%	Reduced
736	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$67.4M	+$9.69M	2	2.48%	Increased
737	BOK Financial Tulsa, Oklahoma	$67.4M	-$5.9M	7	0.93%	Reduced
738	Boothbay Fund Management New York	$67.2M	-$12.8M	19	0.88%	Reduced
739	E Fund Management Guangzhou, China	$67M	+$6.92M	4	1.5%	Increased
740	Curi RMB Capital Chicago, Illinois	$66.9M	+$4M	7	1.03%	Increased
741	Energy Income Partners Westport, Connecticut	$66.8M	-$37.4M	1	1.05%	Reduced
742	SFM Stack Financial Management Whitefish, Montana	$66.7M	-$25.3M	1	5.2%	Reduced
743	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$66.4M	+$172K	8	0.78%	Increased
744	VV Verbena Value Westport, Connecticut	$66.4M	+$13.7M	1	10.97%	Increased
745	Dakota Wealth Management Palm Beach Gardens, Florida	$66.3M	+$17.7M	8	1.27%	Increased
746	CCME CIBC Capital Markets (Europe) Luxembourg	$65.5M	+$62M	1	8.8%	New
747	HCM Hodges Capital Management Dallas, Texas	$65.2M	-$3.18M	7	4.32%	Reduced
748	MSR Main Street Research Lakeville, Connecticut	$65.1M	+$353K	2	3.07%	Increased
749	Stock Yards Bank & Trust Louisville, Kentucky	$64.8M	-$3.79M	4	1.86%	Reduced
750	BCM Bourgeon Capital Management Darien, Connecticut	$64.1M	+$13.4M	6	9.43%	Increased