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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	Prospera Financial Services Dallas, Texas	$27M	-$7.71M	8	0.62%	Reduced
752	JWCA J.W. Cole Advisors Tampa, Florida	$26.9M	+$17.7M	4	0.84%	Increased
753	AIM Allen Investment Management New York	$26.9M	+$282K	3	0.31%	Increased
754	MC Moors & Cabot Boston, Massachusetts	$26.6M	-$143K	7	1.35%	Reduced
755	Wedbush Securities Los Angeles, California	$26.6M	+$2.88M	6	0.98%	Increased
756	SCM Scopia Capital Management New York	$26.6M	-$9.86M	1	3.84%	Reduced
757	Orbis Allan Gray Hamilton, Bermuda	$26.6M	+$2.78M	1	0.15%	Increased
758	PGGM Investments Zeist, Netherlands	$26.5M	-$6.8M	3	0.36%	Reduced
759	Quadrant Capital Group Cincinnati, Ohio	$26.3M	+$17.5M	22	0.98%	Increased
760	Perfromance Wealth Partners Hinsdale, Illinois	$26.3M	+$7.67M	3	0.94%	Increased
761	Kayne Anderson Rudnick Investment Management Los Angeles, California	$26.2M	+$447K	6	0.06%	Increased
762	SGAM Smith Group Asset Management Dallas, Texas	$26.2M	+$917K	4	1.97%	Increased
763	South Dakota Investment Council Sioux Falls, South Dakota	$26.1M	-$4.71M	6	0.53%	Reduced
764	Klingenstein Fields & Co New York	$26.1M	-$258K	2	1.11%	Reduced
765	Fifth Third Wealth Advisors Cincinnati, Ohio	$26.1M	+$3.15M	8	1.35%	Increased
766	Covea Finance Paris, France	$26M	-$10.9M	2	1.19%	Reduced
767	Synovus Financial Columbus, Georgia	$26M	+$4.36M	5	0.34%	Increased
768	PHM Prospect Hill Management Short Hills, New Jersey	$26M	+$423K	1	13.53%	Increased
769	Group One Trading Chicago, Illinois	$26M	+$6.86M	17	0.08%	Increased
770	Venture Visionary Partners Sylvania, Ohio	$26M	+$4.35M	8	1.09%	Increased
771	NRG Nemes Rush Group Novi, Michigan	$25.9M	+$715K	5	3.27%	Increased
772	RK Capital Management (Florida) Weston, Florida	$25.9M	+$33.3M	1	0.15%	New
773	SPC Stony Point Capital New York	$25.9M	+$24.3M	1	2.66%	Increased
774	Coldstream Capital Management Bellevue, Washington	$25.9M	-$874K	24	0.55%	Reduced
775	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$25.7M	-$2.44M	4	2.61%	Reduced