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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
851	NewEdge Wealth Pittsburgh, Pennsylvania	$21.4M	+$2.34M	3	0.39%	Increased
852	Y-Intercept (HK) Hong Kong	$21.3M	+$14.9M	12	1.44%	Increased
853	GGI Godsey & Gibb Inc Richmond, Virginia	$21.2M	-$28K	3	2.09%	Reduced
854	Quantbot Technologies New York	$21.2M	+$7.23M	14	0.68%	Increased
855	Bailard Foster City, California	$21.2M	-$113K	6	0.55%	Reduced
856	WCCM Webs Creek Capital Management Dallas, Texas	$21.1M	-$16.9M	1	4.79%	Reduced
857	NCGI Next Century Growth Investors Plymouth, Minnesota	$21.1M	-$5.39M	3	1.88%	Reduced
858	Freestone Capital Holdings Seattle, Washington	$21.1M	-$437K	4	0.79%	Reduced
859	SSA South Street Advisors New York	$21M	-$488K	2	3.44%	Reduced
860	GLCM Greenlea Lane Capital Management Weston, Connecticut	$21M	-$770K	1	7.26%	Reduced
861	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$20.8M	+$388K	7	0.63%	Increased
862	FA Fiduciary Alliance Greenville, South Carolina	$20.8M	+$112K	4	2.04%	Increased
863	CIG Cullen Investment Group Lafayette, Louisiana	$20.7M	+$331K	3	3.14%	Increased
864	Grimes & Company Westborough, Massachusetts	$20.7M	+$8.25M	3	0.64%	Increased
865	TimesSquare Capital Management New York	$20.7M	+$6.55M	2	0.33%	Increased
866	HC Henshaw Capital Woburn, Massachusetts	$20.7M	+$313K	5	0.91%	Increased
867	Bartlett & Co Wealth Management Cincinnati, Ohio	$20.6M	-$885K	8	0.3%	Reduced
868	DWA Dorsey Wright & Associates Pasadena, California	$20.5M	+$5.94M	5	5.22%	Increased
869	MCM Makena Capital Management Menlo Park, California	$20.5M	+$13.1M	1	2.12%	Increased
870	Altshuler Shaham Tel Aviv, Israel	$20.5M	+$8.5M	7	0.5%	Increased
871	IECM Intrinsic Edge Capital Management Chicago, Illinois	$20.4M	-$20.9M	2	3.74%	Reduced
872	AAM Azzad Asset Management Falls Church, Virginia	$20.2M	-$3.46M	5	2.38%	Reduced
873	NAAA New Age Alpha Advisors Rye, New York	$20.1M	-$6.31M	9	0.9%	Reduced
874	Waratah Capital Advisors Toronto, Ontario, Canada	$20.1M	+$11.1M	1	0.54%	Increased
875	TPA Trivium Point Advisory Westport, Connecticut	$20M	+$2.28M	6	2.49%	Increased