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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	Colony Group Boston, Massachusetts	$10.9M	-$332K	4	0.23%	Reduced
727	Buckingham Strategic Wealth Clayton, Missouri	$10.9M	-$718K	4	0.54%	Reduced
728	AW ACG Wealth Atlanta, Georgia	$10.9M	+$142K	3	1.44%	Increased
729	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$10.9M	-$32.4K	1	0.49%	Reduced
730	AWAM Appian Way Asset Management New York	$10.9M	+$566K	1	5.55%	Increased
731	RCMC RK Capital Management (Colorado) Denver, Colorado	$10.8M	+$9.99M	2	2.15%	New
732	Equitable Holdings New York	$10.7M	+$1.12M	1	0.23%	Increased
733	CIM Cambria Investment Management Manhattan Beach, California	$10.7M	+$7.92M	4	2.13%	Increased
734	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$10.6M	-$299K	4	3.3%	Reduced
735	PEAK6 Investments Chicago, Illinois	$10.6M	+$2.21M	7	0.03%	Increased
736	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$10.5M	-$2.38M	1	2.05%	Reduced
737	FIM Freedom Investment Management Hartford, Connecticut	$10.5M	+$4.5M	8	0.81%	Increased
738	DAM Draper Asset Management Smithtown, New York	$10.4M	-$213K	1	11.22%	Reduced
739	Greenleaf Trust Kalamazoo, Michigan	$10.4M	+$4.83M	4	0.14%	Increased
740	AIM Aurora Investment Managers Naples, Florida	$10.4M	-$5.47M	1	11.39%	Reduced
741	CFG Cooper Financial Group Irvine, California	$10.4M	-$1.47M	2	2.34%	Reduced
742	Caprock Group Boise, Idaho	$10.4M	-$1.79M	5	1.13%	Reduced
743	Advisors Capital Management Ridgewood, New Jersey	$10.3M	+$1.21M	2	0.36%	Increased
744	Sit Investment Associates Minneapolis, Minnesota	$10.3M	+$206K	2	0.27%	Increased
745	NIP Nicholas Investment Partners Rancho Santa Fe, California	$10.3M	+$2.39M	1	0.72%	Increased
746	First National Trust Hermitage, Pennsylvania	$10.3M	+$1.41M	2	0.67%	Increased
747	NFG Next Financial Group Houston, Texas	$10.2M	-$1.68M	16	0.91%	Reduced
748	AHC Adell Harriman & Carpenter Houston, Texas	$10.2M	+$1.81M	3	1.23%	Increased
749	UAM UAS Asset Management New York	$10.2M	-$14M	1	2.82%	Reduced
750	AIC Ameritas Investment Company Lincoln, Nebraska	$10.1M	+$7.33M	12	0.87%	Increased