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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
1126	WIM WealthPlan Investment Management Omaha, Nebraska	$29.4M	-$1.95M	5	1.46%	Reduced
1127	SM Scoggin Management New York	$29.4M	+$3.25M	2	3.14%	Increased
1128	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$29.4M	+$989K	4	0.34%	Increased
1129	SCM Stevens Capital Management Radnor, Pennsylvania	$29.3M	-$46.6M	2	7.04%	Reduced
1130	Arbejdsmarkedets Tillaegspension Hilleroed,	$29.2M	-$6.07M	1	0.64%	Reduced
1131	PTB Pioneer Trust Bank Salem, Oregon	$29.2M	-$207K	2	6.62%	Reduced
1132	HIC Hartline Investment Corp Winnetka, Illinois	$29.2M	+$1.72M	3	2.54%	Increased
1133	WCCM Webs Creek Capital Management Dallas, Texas	$29.2M	-$12M	1	5.52%	Reduced
1134	Bogart Wealth LLC Mclean, Virginia	$29.1M	+$3.66M	13	1%	Increased
1135	GCM Glynn Capital Management Menlo Park, California	$28.9M	+$8.51M	3	7.96%	Increased
1136	EIM Essex Investment Management Boston, Massachusetts	$28.8M	-$7.61M	11	3.77%	Reduced
1137	JCM Jag Capital Management St Louis, Missouri	$28.8M	-$11.3M	4	2.69%	Reduced
1138	CC Conversant Capital Summit, New Jersey	$28.7M	+$3.07M	1	3.37%	Increased
1139	SG StoneX Group New York	$28.6M	+$2.67M	9	1.15%	Increased
1140	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$28.6M	$0	1	4.53%	Maintained
1141	SC Sagefield Capital Dallas, Texas	$28.5M	+$14.2M	5	2.11%	Increased
1142	Western Wealth Management Golden, Colorado	$28.4M	+$1.1M	5	0.93%	Increased
1143	NOCM Night Owl Capital Management Greenwich, Connecticut	$28.4M	-$41.1M	1	2.98%	Reduced
1144	CCFM Clear Creek Financial Management Silverdale, Washington	$28.3M	+$6.13M	7	1.82%	Increased
1145	Leonteq Securities AG Zurich, Switzerland	$28.3M	+$2.66M	12	0.97%	Increased
1146	AF Arrow Financial Glens Falls, New York	$28.3M	+$1.79M	5	2.53%	Increased
1147	VWM Valley Wealth Managers Paramus, New Jersey	$28.2M	-$147K	4	1.63%	Reduced
1148	MK MASTERINVEST Kapitalanlage Vienna,	$28.2M	+$912K	5	2.43%	Increased
1149	Wedge Capital Management Charlotte, North Carolina	$28.2M	-$4.21M	5	0.47%	Reduced
1150	PIM Penobscot Investment Management Boston, Massachusetts	$28.2M	-$1.82M	5	1.94%	Reduced