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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
1226	1WA 180 Wealth Advisors Federal Way, Washington	$24.3M	+$382K	5	2.44%	Increased
1227	HWA HCR Wealth Advisors Los Angeles, California	$24.3M	+$4.35M	4	2.18%	Increased
1228	CIG Consolidated Investment Group Englewood, Colorado	$24.3M	+$3.88M	4	2.11%	Increased
1229	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$24.2M	+$2.06M	6	0.69%	Increased
1230	HCA Harbor Capital Advisors Chicago, Illinois	$24.2M	-$1.85M	15	1.65%	Reduced
1231	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$24.2M	-$20.3M	2	5.61%	Reduced
1232	BNP Paribas Paris, France	$24.2M	-$16.9M	4	0.66%	Reduced
1233	River Road Asset Management Louisville, Kentucky	$24.2M	-$3.33M	1	0.27%	Reduced
1234	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$24.2M	$0	6	2.15%	Maintained
1235	Lighthouse Investment Partners Palm Beach Gardens, Florida	$24M	-$2.47M	9	0.66%	Reduced
1236	CNB Camden National Bank Camden, Maine	$24M	-$5.14M	3	3.13%	Reduced
1237	Quantbot Technologies New York	$23.9M	-$8.73M	21	0.94%	Reduced
1238	PCM Presidio Capital Management San Diego, California	$23.9M	+$3.21M	2	5.97%	Increased
1239	CCM Cinctive Capital Management New York	$23.8M	-$15.4M	5	0.88%	Reduced
1240	KM KP Management Edina, Minnesota	$23.8M	+$2.95M	4	4.48%	Increased
1241	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$23.8M	+$1.12M	5	1.12%	Increased
1242	Davidson Kempner Capital Management New York	$23.7M	-$21.4M	1	0.28%	Reduced
1243	CIG Cullen Investment Group Lafayette, Louisiana	$23.7M	-$874K	4	2.87%	Reduced
1244	Simon Quick Advisors Morristown, New Jersey	$23.7M	+$394K	6	0.96%	Increased
1245	ACM AlphaStar Capital Management Cornelius, North Carolina	$23.6M	+$2.18M	4	1.5%	Increased
1246	IAN Integrated Advisors Network Dallas, Texas	$23.6M	+$1.35M	5	1.08%	Increased
1247	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$23.6M	+$488K	5	6.37%	Increased
1248	CF Convergence Financial Columbia, Missouri	$23.5M	-$5.24M	3	1.87%	Reduced
1249	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$23.5M	+$2.92M	7	9.68%	Increased
1250	Wolverine Asset Management Chicago, Illinois	$23.5M	-$13.3M	8	0.21%	Reduced