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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	ACM Axel Capital Management New York	$11.8M	-$11.7M	1	6.69%	Reduced
727	YCM Yaupon Capital Management New York	$11.7M	+$9.46M	2	6.49%	Increased
728	Independent Financial Group San Diego, California	$11.6M	-$348K	1	1.23%	Reduced
729	Waratah Capital Advisors Toronto, Ontario, Canada	$11.6M	+$5.14M	2	0.16%	Increased
730	BAM Blueshift Asset Management Red Bank, New Jersey	$11.6M	+$6.15M	10	0.64%	Increased
731	TCTC Holdings Dallas, Texas	$11.6M	-$20.1K	5	0.53%	Reduced
732	Vanguard Personalized Indexing Management Oakland, California	$11.6M	+$1.4M	6	1.22%	Increased
733	RC Roubaix Capital Denver, Colorado	$11.5M	-$2.07M	1	7.2%	Reduced
734	CIC Chase Investment Counsel Charlottesville, Virginia	$11.5M	+$1.04M	4	4.76%	Increased
735	RP Rice Partnership Honolulu, Hawaii	$11.4M	-$141K	2	3.6%	Reduced
736	BCG Barington Capital Group New York	$11.4M	-$601K	1	10.64%	Reduced
737	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.4M	-$3.79M	2	0.68%	Reduced
738	OCM Orchard Capital Management Chicago, Illinois	$11.4M	+$739K	1	3.28%	Increased
739	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$11.3M	+$4.83M	3	4.98%	Increased
740	AAM Azzad Asset Management Falls Church, Virginia	$11.3M	+$1.05M	5	1.69%	Increased
741	Colony Group Boston, Massachusetts	$11.3M	-$202K	4	0.23%	Reduced
742	FA FDx Advisors Chicago, Illinois	$11.3M	+$1.33M	6	0.38%	Increased
743	Rathbones Group Liverpool, United Kingdom	$11.3M	-$1.32M	1	0.13%	Reduced
744	CK Cohen Klingenstein New York	$11.3M	$0	2	0.49%	Maintained
745	Equitable Holdings New York	$11.3M	+$342K	1	0.19%	Increased
746	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$11.3M	-$1.54M	3	0.43%	Reduced
747	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$11.2M	-$2.06M	3	0.81%	Reduced
748	Buckingham Strategic Wealth Clayton, Missouri	$11.2M	+$36.6K	4	0.27%	Increased
749	TA Teton Advisors Rye, New York	$11.2M	-$320K	4	1.5%	Reduced
750	Evergreen Capital Management Bellevue, Washington	$11.1M	-$2.01M	3	0.53%	Reduced