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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	MassMutual Private Wealth & Trust Windsor, Connecticut	$37.6M	+$5.06M	15	1%	Increased
727	Eisler Capital Management London, United Kingdom	$37.6M	-$25.8M	4	0.23%	Reduced
728	Covea Finance Paris, France	$37.2M	+$5.02M	2	1.38%	Increased
729	SPWM Straight Path Wealth Management Jenison, Michigan	$37.2M	+$60K	1	12.64%	Increased
730	Hillsdale Investment Management Toronto, Ontario, Canada	$37.1M	+$15.8M	7	1.37%	Increased
731	Rokos Capital Management (UK) London, United Kingdom	$37.1M	-$45.8M	1	0.16%	Reduced
732	Fifth Third Wealth Advisors Cincinnati, Ohio	$37.1M	+$1.8M	9	1.56%	Increased
733	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$36.9M	-$543K	3	0.91%	Reduced
734	Kinetic Partners Management Miami, Florida	$36.7M	-$48.9M	2	2.01%	Reduced
735	S ShariaPortfolio Lake Mary, Florida	$36.5M	+$2.38M	1	15.62%	Increased
736	BCM Bourgeon Capital Management Darien, Connecticut	$36.4M	-$2.34M	3	7.18%	Reduced
737	Independent Financial Group San Diego, California	$35.9M	+$1.24M	8	0.99%	Increased
738	NCGI Next Century Growth Investors Plymouth, Minnesota	$35.8M	+$2.54M	3	2.76%	Increased
739	Summit Trail Advisors New York	$35.8M	+$11.3M	8	0.61%	Increased
740	Callan Family Office Radnor, Pennsylvania	$35.7M	+$22.1M	6	1.13%	Increased
741	Coldstream Capital Management Bellevue, Washington	$35.7M	+$2.18M	11	0.58%	Increased
742	ROC Running Oak Capital Edina, Minnesota	$35.7M	-$2.94M	2	3.97%	Reduced
743	ORI Oak Ridge Investments Chicago, Illinois	$35.7M	+$350K	3	2.56%	Increased
744	HC Henshaw Capital Woburn, Massachusetts	$35.6M	+$387K	4	1.41%	Increased
745	HCS Himension Capital (Singapore) Singapore	$35.6M	-$2.23M	2	2.78%	Reduced
746	Concurrent Investment Advisors Tampa, Florida	$35.6M	+$4.49M	7	0.69%	Increased
747	Quantbot Technologies New York	$35.5M	+$5.3M	12	0.91%	Increased
748	Davenport & Co Richmond, Virginia	$35.5M	-$574K	5	0.19%	Reduced
749	SAM Synergy Asset Management Vancouver, Washington	$35.5M	+$7.72M	3	4.06%	Increased
750	World Investment Advisors Santa Barbara, California	$35.4M	+$5.59M	6	0.8%	Increased