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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	DIA Davidson Investment Advisors Great Falls, Montana	$22.5M	+$8.56M	2	1.11%	Increased
827	Wilmington Savings Fund Society Wilmington, Delaware	$22.5M	+$355K	15	0.42%	Increased
828	Banque Transatlantique Paris, France	$22.4M	-$5M	3	0.68%	Reduced
829	EverSource Wealth Advisors Birmingham, Alabama	$22.4M	+$1.74M	28	1.23%	Increased
830	TCM Tao Capital Management San Francisco, California	$22.4M	$0	1	19.25%	Maintained
831	CP CenterBook Partners Greenwich, Connecticut	$22.3M	+$28.1M	6	1.42%	Increased
832	CX Institutional Auburn, Indiana	$22.2M	+$10.3M	10	0.84%	Increased
833	TCM Tributary Capital Management Omaha, Nebraska	$22.1M	-$500K	3	1.93%	Reduced
834	Greenleaf Trust Kalamazoo, Michigan	$22.1M	-$994K	7	0.2%	Reduced
835	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$22M	+$10.8M	2	1.8%	Increased
836	World Investment Advisors Santa Barbara, California	$22M	+$130K	5	0.57%	Increased
837	SAM Synergy Asset Management Vancouver, Washington	$22M	-$15.9M	2	2.77%	Reduced
838	WI Wahed Invest New York	$22M	+$719K	4	3.8%	Increased
839	KOC Koss-Olinger Consulting Gainesville, Florida	$21.9M	+$1.19M	3	1.85%	Increased
840	Waverly Advisors Birmingham, Alabama	$21.8M	+$2.91M	5	0.27%	Increased
841	OP Oslo Pensjonsforsikring Oslo,	$21.8M	-$39.8K	6	3.29%	Reduced
842	Fiduciary Trust Boston, Massachusetts	$21.8M	-$4.18M	7	0.28%	Reduced
843	SFI Siemens Fonds Invest Munich, Germany	$21.7M	-$744K	5	1.5%	Reduced
844	KA Kintegral Advisory New York	$21.7M	-$93.6K	2	2.19%	Reduced
845	PP PDT Partners New York	$21.7M	+$11.2M	8	1.54%	Increased
846	Sigma Planning Corp Ann Arbor, Michigan	$21.7M	+$3.37M	7	0.69%	Increased
847	Valeo Financial Advisors Carmel, Indiana	$21.5M	+$967K	5	0.6%	Increased
848	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$21.4M	+$26.5M	12	0.94%	New
849	Vestcor Inc Fredericton, New Brunswick, Canada	$21.4M	+$911K	10	0.72%	Increased
850	E Fund Management Guangzhou, China	$21.4M	+$3.88M	3	1.02%	Increased