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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
1351	TD Private Client Wealth New York	$20.5M	-$1.02M	14	0.38%	Reduced
1352	MC Mathes Company New York	$20.4M	-$18.4K	1	6.35%	Reduced
1353	SGI Summit Global Investments Bountiful, Utah	$20.4M	-$2.48M	2	1.11%	Reduced
1354	FVCM F&V Capital Management Boca Raton, Florida	$20.3M	+$146K	1	3.75%	Increased
1355	VWS Virtus Wealth Solutions Cranford, New Jersey	$20.3M	-$25.4M	1	2.76%	Reduced
1356	AGAM Avalon Global Asset Management San Francisco, California	$20.3M	+$2.02M	1	2.21%	Increased
1357	AIP Almanack Investment Partners Wayne, Pennsylvania	$20.2M	+$19.3M	5	2.58%	Increased
1358	MAG Members Advisory Group Williamsville, New York	$20.1M	+$3.96M	1	5.62%	Increased
1359	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$20.1M	-$390K	1	1.97%	Reduced
1360	GCM GKV Capital Management Walnut Creek, California	$20.1M	+$696K	4	6.48%	Increased
1361	Channing Capital Management Chicago, Illinois	$20M	-$43.4M	1	0.46%	Reduced
1362	AHC Anderson Hoagland & Co St Louis, Missouri	$20M	-$2.64M	2	1.57%	Reduced
1363	RCM Regency Capital Management Honolulu, Hawaii	$20M	+$5.52M	5	7.95%	Increased
1364	GLCM Greenlea Lane Capital Management Weston, Connecticut	$19.9M	-$2.92M	1	5.47%	Reduced
1365	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$19.9M	+$18.1M	2	5.94%	New
1366	Pine Valley Investments Marlton, New Jersey	$19.9M	+$141K	7	0.78%	Increased
1367	RFMS RWQ Financial Management Services Naples, Florida	$19.7M	-$605K	2	9.5%	Reduced
1368	AGC ARP Global Capital Dubai,	$19.7M	-$2.81M	1	8.48%	Reduced
1369	FP FFG Partners Fort Lauderdale, Florida	$19.7M	+$15.6M	3	5.58%	Increased
1370	QPBE Quintet Private Bank (Europe) Luxembourg	$19.6M	-$868K	2	1.22%	Reduced
1371	N Numerai San Francisco, California	$19.6M	+$4.86M	8	1.6%	Increased
1372	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$19.6M	+$5.86M	7	2.27%	Increased
1373	Welch & Forbes Boston, Massachusetts	$19.6M	+$396K	4	0.24%	Increased
1374	RP Rice Partnership Honolulu, Hawaii	$19.6M	-$360K	3	2.37%	Reduced
1375	SBI Okasan Asset Management Tokyo, Japan	$19.5M	-$2.14M	7	0.64%	Reduced