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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
1251	NFG Nations Financial Group Cedar Rapids, Iowa	$23.4M	+$5.51M	7	1.12%	Increased
1252	FAB First American Bank Dundee, Illinois	$23.4M	-$22.2K	2	1.31%	Reduced
1253	FSA Financial Sense Advisors San Diego, California	$23.4M	-$13.3M	2	4.6%	Reduced
1254	M&G plc London, United Kingdom	$23.4M	-$5.62M	3	0.12%	Reduced
1255	BCA Bay Colony Advisors Concord, Massachusetts	$23.4M	+$3.76M	6	2.59%	Increased
1256	SIA SeaBridge Investment Advisors Summit, New Jersey	$23.3M	-$1.54M	7	3.37%	Reduced
1257	SC US (TTGP) Menlo Park, California	$23.3M	+$22M	1	0.07%	New
1258	AFP Ausdal Financial Partners Davenport, Iowa	$23.3M	+$1.17M	9	0.91%	Increased
1259	RIG Renaissance Investment Group Lenox, Massachusetts	$23.3M	-$909K	2	4.58%	Reduced
1260	RC Rithm Capital New York	$23.3M	+$1.52M	12	28.59%	Increased
1261	GIM Goelzer Investment Management Carmel, Indiana	$23.2M	-$521K	3	1.01%	Reduced
1262	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$23.2M	+$271K	4	3.27%	Increased
1263	OLA Oliver Luxxe Assets Gladstone, New Jersey	$23.2M	-$4.81M	4	3.41%	Reduced
1264	JMFC J.M. Forbes & Co Boston, Massachusetts	$23.2M	-$33.4K	3	1.82%	Reduced
1265	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$23.1M	+$4.58M	2	0.81%	Increased
1266	CWM CMH Wealth Management Portsmouth, New Hampshire	$23.1M	-$4.9M	3	3.53%	Reduced
1267	SHGA Sand Hill Global Advisors Palo Alto, California	$23.1M	-$904K	4	0.7%	Reduced
1268	SCA Stonebridge Capital Advisors St Paul, Minnesota	$23.1M	+$134K	4	1.48%	Increased
1269	BCM Beck Capital Management Austin, Texas	$23M	+$110K	3	4.24%	Increased
1270	CFM Catalyst Funds Management Sydney NSW, Australia	$23M	+$17.2M	7	1.29%	Increased
1271	EULAV Asset Management Sarasota, Florida	$22.9M	+$1.59M	1	0.73%	Increased
1272	SW SVB Wealth Boston, Massachusetts	$22.9M	-$1.18M	4	1.44%	Reduced
1273	FMI F/M Investments Washington, District of Columbia	$22.9M	+$2.54M	6	1.16%	Increased
1274	CI CacheTech Inc Logan, Utah	$22.9M	-$420K	2	3.7%	Reduced
1275	CCM Compass Capital Management Minneapolis, Minnesota	$22.9M	+$6.45M	2	1.38%	Increased