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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	Synovus Financial Columbus, Georgia	$19.2M	-$11.3M	5	0.27%	Reduced
727	RIA RPG Investment Advisory Pleasanton, California	$19.1M	+$1.14M	2	3.11%	Increased
728	WTFG Wells Trecaso Financial Group Akron, Ohio	$19M	-$225K	3	7.66%	Reduced
729	Beck Mack & Oliver New York	$18.9M	-$123K	2	0.44%	Reduced
730	RAM Rempart Asset Management Montreal, Canada	$18.9M	-$29.2K	1	3.9%	Reduced
731	HM Payson & Co Portland, Maine	$18.8M	+$5.78M	7	0.39%	Increased
732	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$18.8M	+$16.3M	2	7.87%	New
733	EIP Easterly Investment Partners Beverly, Massachusetts	$18.8M	-$3.02M	3	2.01%	Reduced
734	Capstone Investment Advisors New York	$18.6M	-$297K	6	0.06%	Reduced
735	SI Schusterman Interests Tulsa, Oklahoma	$18.6M	$0	1	27.34%	Maintained
736	TCM Tributary Capital Management Omaha, Nebraska	$18.6M	-$5.37M	3	1.56%	Reduced
737	AIM Anatole Investment Management Central, Hong Kong	$18.6M	-$55.9M	1	4.75%	Reduced
738	ECM Everence Capital Management Goshen, Indiana	$18.5M	+$2.13M	4	1.32%	Increased
739	MAM Mark Asset Management New York	$18.5M	-$2.71M	1	2.42%	Reduced
740	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$18.3M	-$741K	10	0.8%	Reduced
741	Duff & Phelps Investment Management Chicago, Illinois	$18.3M	-$914K	4	0.22%	Reduced
742	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$18.3M	-$1.95M	5	0.69%	Reduced
743	LSA L & S Advisors Los Angeles, California	$18.1M	-$4.3M	4	2.21%	Reduced
744	AR Advisory Research Chicago, Illinois	$18.1M	-$5.14M	8	2.79%	Reduced
745	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$18M	+$178K	2	3.6%	Increased
746	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$18M	+$611K	4	1.39%	Increased
747	AIA Group Hong Kong	$18M	-$731K	1	0.74%	Reduced
748	Clearstead Advisors Cleveland, Ohio	$17.9M	+$117K	15	0.95%	Increased
749	Liontrust Investment Partners London, United Kingdom	$17.9M	+$1.78M	1	0.26%	Increased
750	Tokio Marine Asset Management Tokyo, Japan	$17.9M	+$968K	3	0.98%	Increased