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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
1101	NG NWK Group San Francisco, California	$30.6M	+$123K	2	9.43%	Increased
1102	HCM Hollencrest Capital Management Newport Beach, California	$30.6M	-$4.28M	15	1.99%	Reduced
1103	CUAMC China Universal Asset Management Company Shanghai, China	$30.6M	+$3.75M	2	1.83%	Increased
1104	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$30.5M	-$86.7K	2	2.05%	Reduced
1105	Kinetic Partners Management Miami, Florida	$30.4M	-$9.29M	1	0.73%	Reduced
1106	AWP Ascent Wealth Partners New Hartford, New York	$30.4M	+$7.11M	4	3.04%	Increased
1107	VG Visualize Group New York	$30.3M	$0	1	10.44%	Maintained
1108	SB Simmons Bank Pine Bluff, Arkansas	$30.3M	+$8.17M	4	1.73%	Increased
1109	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$30.3M	+$12.8M	6	4.51%	Increased
1110	FRA Frank Rimerman Advisors Palo Alto, California	$30.2M	+$789K	5	1.71%	Increased
1111	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$30.1M	+$3.2M	6	1.08%	Increased
1112	Pallas Capital Advisors Braintree, Massachusetts	$30M	+$1.77M	12	0.92%	Increased
1113	BFIM Beese Fulmer Investment Management Canton, Ohio	$29.9M	+$568K	4	1.73%	Increased
1114	HA Heartland Advisors Milwaukee, Wisconsin	$29.8M	-$997K	4	1.33%	Reduced
1115	AFM Anson Funds Management Dallas, Texas	$29.8M	+$8.64M	2	1.77%	Increased
1116	HCS Himension Capital (Singapore) Singapore	$29.7M	-$37.9M	5	1.82%	Reduced
1117	Smartleaf Asset Management Boston, Massachusetts	$29.7M	-$62.4K	28	0.97%	Reduced
1118	HCM Howland Capital Management Boston, Massachusetts	$29.7M	+$5.65M	4	1.07%	Increased
1119	TC Tsai Capital New York	$29.7M	-$25.5K	1	21.94%	Reduced
1120	WCM Investment Management Laguna Beach, California	$29.7M	-$24M	2	0.05%	Reduced
1121	Becker Capital Management Portland, Oregon	$29.5M	+$454K	4	0.79%	Increased
1122	TCOV Trust Company of Vermont Brattleboro, Vermont	$29.5M	+$27.7M	12	1.1%	New
1123	RAM Rempart Asset Management Montreal, Canada	$29.5M	-$6.33M	1	6.04%	Reduced
1124	Lingotto Investment Management London, United Kingdom	$29.5M	$0	1	0.63%	Maintained
1125	Mather Group Chicago, Illinois	$29.4M	+$3.28M	14	0.26%	Increased