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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
826	Bartlett & Co Wealth Management Cincinnati, Ohio	$9.25M	-$131K	5	0.18%	Reduced
827	Bartlett & Co Cincinnati, Ohio	$9.25M	-$131K	5	0.18%	Reduced
828	Dakota Wealth Management Palm Beach Gardens, Florida	$9.22M	+$1.42M	2	1.1%	Increased
829	TAM Third Avenue Management New York	$9.21M	$0	1	1.22%	Maintained
830	LSA L & S Advisors Los Angeles, California	$9.21M	-$3.62M	2	0.99%	Reduced
831	Simplex Trading Chicago, Illinois	$9.19M	-$33M	15	0.01%	Reduced
832	Group One Trading Chicago, Illinois	$9.17M	-$1.89M	8	0.01%	Reduced
833	DCM Decatur Capital Management Decatur, Georgia	$9.12M	-$326K	2	2.85%	Reduced
834	AIC Ameritas Investment Company Lincoln, Nebraska	$9.09M	-$5.7M	2	0.44%	Reduced
835	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$9.07M	-$86.5K	1	5.83%	Reduced
836	CCM Cinctive Capital Management New York	$9.07M	-$4.7M	2	0.42%	Reduced
837	Apollon Wealth Management Mount Pleasant, South Carolina	$8.96M	+$388K	2	1.6%	Increased
838	Davenport & Co Richmond, Virginia	$8.95M	-$73.7K	3	0.07%	Reduced
839	WP WealthPLAN Partners Omaha, Nebraska	$8.94M	-$16.4K	3	0.63%	Reduced
840	Merewether Investment Management Dallas, Texas	$8.92M	+$9.78M	1	1.57%	New
841	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.86M	-$160K	1	0.91%	Reduced
842	PHK Point72 Hong Kong Hong Kong	$8.86M	+$1.35M	8	0.29%	Increased
843	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$8.83M	-$792K	4	2.71%	Reduced
844	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$8.83M	-$614K	1	0.52%	Reduced
845	RHJA Rice Hall James & Associates San Diego, California	$8.82M	-$2.58M	3	0.31%	Reduced
846	KIA KCM Investment Advisors Greenbrae, California	$8.79M	-$321K	2	0.36%	Reduced
847	LNB Ledyard National Bank	$8.76M	-$59.7K	1	0.9%	Reduced
848	NIG NFJ Investment Group Dallas, Texas	$8.75M	-$3.97M	2	0.17%	Reduced
849	CCM CAAS Capital Management New York	$8.75M	-$12.6M	1	0.15%	Reduced
850	Ferguson Wellman Capital Management Portland, Oregon	$8.75M	+$93K	3	0.28%	Increased