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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
901	J.V. Bruni & Co Colorado Springs, Colorado	$44.5M	-$20.6M	2	4.06%	Reduced
902	Perennial Investment Advisors Los Angeles, California	$44.4M	-$142K	6	2.95%	Reduced
903	Tensile Capital Management Larkspur, California	$44.4M	-$4.01M	1	6.13%	Reduced
904	LVM Capital Management Portage, Michigan	$44.3M	-$1.13M	3	3.71%	Reduced
905	Riposte Capital New York	$44.1M	+$14.2M	3	9.78%	Increased
906	Meridian Wealth Management Lexington, Kentucky	$44M	+$1.45M	7	1.36%	Increased
907	Washington Trust Westerly, Rhode Island	$44M	+$419K	5	1.37%	Increased
908	Krane Funds Advisors New York	$44M	+$28.2M	3	1.56%	Increased
909	Kovitz Investment Group Partners Chicago, Illinois	$44M	-$504K	4	0.97%	Reduced
910	Centiva Capital New York	$43.9M	+$27.8M	21	0.38%	Increased
911	Beacon Investment Advisory Services Morristown, New Jersey	$43.9M	-$1.13M	7	1.63%	Reduced
912	East Coast Asset Management Essex, Massachusetts	$43.5M	+$1.21M	2	12.86%	Increased
913	Keystone Financial Group (Kentucky) Lexington, Kentucky	$43.5M	+$780K	4	2.58%	Increased
914	Trivium Point Advisory Westport, Connecticut	$43.5M	+$16.9M	7	3.94%	Increased
915	Donaldson Capital Management Evansville, Indiana	$43.4M	+$10.3M	4	1.24%	Increased
916	Bensler Bellevue, Washington	$43.4M	+$2.56M	4	3.84%	Increased
917	Knights of Columbus Asset Advisors New Haven, Connecticut	$43.2M	-$100K	5	2.17%	Reduced
918	Busey Bank Urbana, Illinois	$43.2M	+$301K	5	1.05%	Increased
919	Azzad Asset Management Falls Church, Virginia	$43.1M	+$1.18M	7	3.81%	Increased
920	Occudo Quantitative Strategies Fort Lauderdale, Florida	$43M	-$324K	9	2.29%	Reduced
921	Engineers Gate Manager New York	$42.8M	+$6.02M	18	0.56%	Increased
922	Townsend & Associates Westminster, Colorado	$42.7M	-$712K	3	3.64%	Reduced
923	PHM Prospect Hill Management Short Hills, New Jersey	$42.4M	+$67.6K	1	16.46%	Increased
924	Lombard Odier Asset Management (Europe) London, United Kingdom	$42.3M	-$5.84M	5	1.79%	Reduced
925	BLB&B Advisors Montgomeryville, Pennsylvania	$42.3M	-$2.56M	4	1.55%	Reduced