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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
751	ACM Argent Capital Management St Louis, Missouri	$63.9M	-$5.6M	3	2.02%	Reduced
752	Quadrant Capital Group Cincinnati, Ohio	$63.5M	-$2.02M	14	1.74%	Reduced
753	Advisors Capital Management Ridgewood, New Jersey	$63.4M	-$1.11M	4	0.67%	Reduced
754	Ritholtz Wealth Management New York	$62.9M	+$2.5M	14	0.94%	Increased
755	John W. Bristol & Co New York	$62.3M	-$450K	1	0.92%	Reduced
756	Munich Reinsurance Munich,	$61.5M	-$4.3M	2	1.35%	Reduced
757	AHT Amanah Holdings Trust London,	$61.3M	$0	1	3.6%	Maintained
758	Savvy Advisors Inc New York	$61.1M	+$14.8M	11	1.3%	Increased
759	Wealthspire Advisors (New York) New York	$61.1M	+$9.33M	5	0.34%	Increased
760	Brighton Jones LLC Seattle, Washington	$61M	+$937K	9	1.13%	Increased
761	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$60.9M	+$9.6M	4	2.05%	Increased
762	Country Trust Bank Bloomington, Illinois	$60.6M	+$3.78M	6	1.06%	Increased
763	FLII First Long Island Investors Jericho, New York	$60.4M	+$22M	2	4.28%	Increased
764	DAM Delta Asset Management Memphis, Tennessee	$60.4M	-$580K	5	5.22%	Reduced
765	IP Interval Partners New York	$60.1M	-$116M	6	1.55%	Reduced
766	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$59.9M	+$11.4M	5	5.6%	Increased
767	SSA Sierra Summit Advisors Incline Village, Nevada	$59.9M	+$66.2K	3	6.69%	Increased
768	AIA Group Hong Kong	$59.5M	+$486K	4	0.75%	Increased
769	SP SIH Partners Wilmington, Delaware	$59.3M	+$27.3M	4	0.37%	Increased
770	Bragg Financial Advisors Charlotte, North Carolina	$59.2M	+$14.9K	6	1.59%	Increased
771	SNS Financial Group Minneapolis, Minnesota	$59.2M	+$52.5M	7	1.14%	Increased
772	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$59.1M	-$3.36M	3	4.39%	Reduced
773	NAAA New Age Alpha Advisors Rye, New York	$59M	-$4.3M	7	2.5%	Reduced
774	GAMMA Investing Foster City, California	$58.7M	+$5.27M	31	2.18%	Increased
775	VHMC Value Holdings Management Company Hampton Bays, New York	$58.7M	$0	2	9.8%	Maintained