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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
776	Carmignac Gestion Paris, France	$10.4M	-$2.54M	1	0.12%	Reduced
777	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$10.4M	-$24.3K	2	2.81%	Reduced
778	DAM Draper Asset Management Smithtown, New York	$10.3M	-$275K	1	10.2%	Reduced
779	FAIM Financial Advocates Investment Management Olympia, Washington	$10.3M	+$6.95M	2	0.69%	Increased
780	People's United Financial Bridgeport, Connecticut	$10.2M	+$598K	5	0.23%	Increased
781	CIM Corbyn Investment Management Lutherville, Maryland	$10.1M	-$277K	2	3.73%	Reduced
782	FTDI First Trust Direct Indexing Boston, Massachusetts	$10M	+$3.07M	3	1.5%	Increased
783	AW ACG Wealth Atlanta, Georgia	$10M	-$1.02M	3	1.27%	Reduced
784	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$9.98M	-$11.5M	9	0.22%	Reduced
785	Parallel Advisors San Francisco, California	$9.96M	-$283K	18	0.42%	Reduced
786	Covington Capital Management Los Angeles, California	$9.93M	+$1.59M	4	0.39%	Increased
787	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$9.91M	+$1.82M	9	0.02%	Increased
788	MCC Malaga Cove Capital Pv Estates, California	$9.91M	-$63.5K	3	4.22%	Reduced
789	Summit Trail Advisors New York	$9.9M	+$7.02M	1	0.87%	Increased
790	Greenleaf Trust Kalamazoo, Michigan	$9.88M	-$787K	4	0.12%	Reduced
791	Perigon Wealth Management San Francisco, California	$9.85M	-$152K	1	0.88%	Reduced
792	PCM Portolan Capital Management Boston, Massachusetts	$9.85M	-$2.52M	1	0.71%	Reduced
793	SCM Sirios Capital Management Boston, Massachusetts	$9.83M	+$706K	2	0.86%	Increased
794	CH CVI Holdings Wilmington, Delaware	$9.79M	$0	4	0.66%	Maintained
795	NFG Next Financial Group Houston, Texas	$9.77M	-$670K	15	0.78%	Reduced
796	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$9.76M	-$195K	2	2.2%	Reduced
797	EP Edgestream Partners Princeton, New Jersey	$9.74M	-$11M	3	0.57%	Reduced
798	FQ First Quadrant Glendale, California	$9.72M	-$2.1M	4	1.12%	Reduced
799	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$9.71M	+$9.74M	2	0.56%	New
800	Bridges Investment Management Omaha, Nebraska	$9.7M	+$270K	3	0.29%	Increased