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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	Independent Financial Group San Diego, California	$54.1M	+$2.95M	10	1.21%	Increased
727	HC Henshaw Capital Woburn, Massachusetts	$54.1M	$0	1	2.01%	Maintained
728	MCP Meridiem Capital Partners Dallas, Texas	$53.9M	+$51.2M	1	3.51%	Increased
729	Dana Investment Advisors Waukesha, Wisconsin	$53.8M	-$5.48M	9	1.6%	Reduced
730	OAM Ostrum Asset Management Paris, France	$53.5M	+$1.78M	8	3.01%	Increased
731	Stock Yards Bank & Trust Louisville, Kentucky	$53.5M	+$2.86M	4	1.67%	Increased
732	Cookson Peirce & Co Pittsburgh, Pennsylvania	$53.5M	+$1.92M	9	2.27%	Increased
733	NZS Capital Denver, Colorado	$53.5M	-$3.01M	1	1.78%	Reduced
734	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$53.1M	+$15.9M	3	3.48%	Increased
735	VA VestGen Advisors Inverness, Illinois	$52.9M	+$9.11M	12	1.41%	Increased
736	Mission Wealth Management Santa Barbara, California	$52.5M	-$178K	6	1.08%	Reduced
737	VHAM Van Hulzen Asset Management El Dorado Hills, California	$52.5M	-$893K	5	3.9%	Reduced
738	DLP De Lisle Partners Poole, United Kingdom	$52.5M	$0	2	6.28%	Maintained
739	OMG One Madison Group New York	$52.4M	-$4.68M	1	6.05%	Reduced
740	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$52.1M	+$994K	3	4.22%	Increased
741	Lockheed Martin Investment Management Bethesda, Maryland	$51.8M	-$1.55M	2	1.9%	Reduced
742	Vise Technologies New York	$51.8M	$0	11	1.02%	Maintained
743	World Investment Advisors Santa Barbara, California	$51.8M	-$6.45K	7	0.83%	Reduced
744	VV Verbena Value Westport, Connecticut	$51.7M	+$12.3M	1	8.47%	Increased
745	HCM Hodges Capital Management Dallas, Texas	$51.7M	-$1.94M	5	4.28%	Reduced
746	Venture Visionary Partners Sylvania, Ohio	$51.7M	-$9.94M	6	1.72%	Reduced
747	Saudi Central Bank Riyadh, Saudi Arabia	$51.5M	+$54.1M	4	1.09%	Increased
748	HCP Hamilton Capital Partners Atlanta, Georgia	$51.4M	+$28.5M	2	16.04%	Increased
749	SB Investment Advisers (UK) London, United Kingdom	$51.3M	-$12.4M	1	0.66%	Reduced
750	First National Bank of Omaha Omaha, Nebraska	$51.1M	-$4.11M	10	1.58%	Reduced