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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
801	NIM Nicollet Investment Management Minneapolis, Minnesota	$9.68M	+$18.8K	2	3.94%	Increased
802	SI Shaker Investments Cleveland, Ohio	$9.67M	-$6.23K	2	4.47%	Reduced
803	LCG Lisanti Capital Growth New York	$9.63M	-$5.87M	2	1.19%	Reduced
804	IHT Wealth Management Chicago, Illinois	$9.62M	+$197K	5	0.61%	Increased
805	Beacon Pointe Advisors Newport Beach, California	$9.57M	+$3.56M	4	0.34%	Increased
806	AACP Advantage Alpha Capital Partners San Francisco, California	$9.57M	+$503K	3	1.84%	Increased
807	Integrated Wealth Concepts Waltham, Massachusetts	$9.55M	+$23.2K	3	0.34%	Increased
808	RWA Wealth Partners Newton, Massachusetts	$9.52M	-$139K	1	0.71%	Reduced
809	Walleye Capital New York	$9.47M	+$5.12M	6	0.32%	Increased
810	FIM Freedom Investment Management Hartford, Connecticut	$9.47M	-$1.61M	7	0.71%	Reduced
811	WTFG Wells Trecaso Financial Group Akron, Ohio	$9.46M	-$93.8K	3	4.55%	Reduced
812	Valeo Financial Advisors Carmel, Indiana	$9.43M	+$1.76M	3	0.57%	Increased
813	BCM Bayesian Capital Management Brooklyn, New York	$9.38M	-$5.12M	2	2.45%	Reduced
814	Banco Santander Madrid, Spain	$9.37M	+$1.68M	1	0.05%	Increased
815	NZS Capital Denver, Colorado	$9.36M	+$8.97M	1	0.86%	New
816	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$9.35M	+$90.2K	2	1.02%	Increased
817	BCAM Boston Common Asset Management Boston, Massachusetts	$9.35M	+$4.71M	1	0.4%	Increased
818	CCM Conway Capital Management Burbank, California	$9.33M	-$774K	1	6.37%	Reduced
819	NIA NIA Impact Advisors Berkeley, California	$9.32M	+$287K	3	4.55%	Increased
820	BCM Bienville Capital Management New York	$9.32M	+$3.79M	2	0.77%	Increased
821	Meiji Yasuda Life Insurance Tokyo, Japan	$9.31M	+$393K	3	0.17%	Increased
822	FAS Formuepleje A/S Aarhus C, Denmark	$9.31M	+$902K	1	0.36%	Increased
823	Wolverine Asset Management Chicago, Illinois	$9.31M	+$2.68M	8	0.07%	Increased
824	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$9.3M	-$383K	1	1.5%	Reduced
825	AFM Andesa Financial Management Allentown, Pennsylvania	$9.29M	-$43.1K	1	2.8%	Reduced