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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	AIC AWM Investment Company New York	$28.3M	+$1.12M	1	3.89%	Increased
727	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$28.1M	+$27.7M	5	2.01%	Increased
728	Davenport & Co Richmond, Virginia	$28.1M	+$2.49M	6	0.16%	Increased
729	Picton Mahoney Asset Management Toronto, Ontario, Canada	$28M	+$818K	10	0.48%	Increased
730	Parallel Advisors San Francisco, California	$27.9M	+$2.06M	26	0.63%	Increased
731	PAIM Punch & Associates Investment Management Edina, Minnesota	$27.9M	+$902K	1	1.83%	Increased
732	Capital Fund Management (CFM) Paris, France	$27.9M	-$134M	5	0.08%	Reduced
733	U.S. Capital Wealth Advisors Austin, Texas	$27.9M	+$1.49M	7	0.85%	Increased
734	PO PBCay One Dubai, United Arab Emirates	$27.8M	+$31.8M	1	2.14%	New
735	SH Spear Holdings Dubai, United Arab Emirates	$27.8M	+$31.8M	1	2.14%	New
736	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$27.7M	+$2.29M	5	1.66%	Increased
737	S ShariaPortfolio Lake Mary, Florida	$27.7M	+$1.93M	1	14.4%	Increased
738	Vestmark Advisory Solutions Wakefield, Massachusetts	$27.7M	+$959K	3	0.71%	Increased
739	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$27.6M	+$31M	2	0.65%	Increased
740	GWM Gitterman Wealth Management Edison, New Jersey	$27.6M	+$1.87M	1	7.33%	Increased
741	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$27.4M	+$3.66M	3	3.15%	Increased
742	JIP Jaffetilchin Investment Partners Tampa, Florida	$27.4M	+$103K	4	1.99%	Increased
743	Tokio Marine Asset Management Tokyo, Japan	$27.4M	+$1.96M	4	0.99%	Increased
744	CWA Canvas Wealth Advisors Shawnee, Kansas	$27.4M	+$6.33M	4	7.03%	Increased
745	NPIC Neumeier Poma Investment Counsel Carmel, California	$27.3M	+$492K	2	2.93%	Increased
746	Allianz Munich, Germany	$27.2M	-$2.31M	4	0.72%	Reduced
747	ORI Oak Ridge Investments Chicago, Illinois	$27.1M	+$14.7M	3	2.26%	Increased
748	Independent Financial Group San Diego, California	$27.1M	-$376K	9	0.93%	Reduced
749	AF Alerus Financial Grand Forks, North Dakota	$27M	+$1.07M	3	2.16%	Increased
750	Badgley Phelps Wealth Managers Seattle, Washington	$27M	+$1.4M	2	0.65%	Increased