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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
1376	PCA Providence Capital Advisors Charlotte, North Carolina	$19.5M	-$1.6M	4	2.95%	Reduced
1377	AMG Advisors Management Group La Crosse, Wisconsin	$19.5M	-$555K	3	3.23%	Reduced
1378	Evercore Wealth Management New York	$19.4M	-$1.74M	5	0.28%	Reduced
1379	ECM Engine Capital Management New York	$19.4M	+$25.7M	1	1.89%	New
1380	SFG Stonebridge Financial Group San Rafael, California	$19.4M	+$18.2M	4	2.68%	New
1381	CA Callahan Advisors Houston, Texas	$19.3M	+$974K	3	1.45%	Increased
1382	AIMC Alley Investment Management Company Lake Forest, Illinois	$19.3M	-$208K	1	2.25%	Reduced
1383	MCM McRae Capital Management Morristown, New Jersey	$19.3M	-$2.24M	3	3.79%	Reduced
1384	AA Auxano Advisors Bellevue, Washington	$19.3M	-$276K	4	3.65%	Reduced
1385	NERM New England Research & Management Chicago, Illinois	$19.2M	+$2.22M	4	7.48%	Increased
1386	YIA YHB Investment Advisors West Hartford, Connecticut	$19.2M	+$761K	5	1.23%	Increased
1387	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$19.2M	+$966K	3	2.32%	Increased
1388	CCP Clifford Capital Partners Alpine, Utah	$19.2M	-$1.16M	1	2.64%	Reduced
1389	Cohen & Steers New York	$19.1M	+$3.01M	5	0.03%	Increased
1390	FMI Frec Markets Inc San Francisco, California	$19.1M	+$4.48M	10	1.71%	Increased
1391	PS Pennant Select Summit, New Jersey	$19.1M	$0	1	8.47%	Maintained
1392	RCM Radnor Capital Management Wayne, Pennsylvania	$19.1M	-$1.36M	3	2.68%	Reduced
1393	AR Advisory Research Chicago, Illinois	$19M	+$25.8K	3	1.9%	Increased
1394	RAM Riggs Asset Management Dallas, Pennsylvania	$19M	+$5.01M	4	3.4%	Increased
1395	Laurion Capital Management New York	$19M	-$29.8M	5	0.49%	Reduced
1396	LEA Legacy Edge Advisors Syosset, New York	$19M	-$212K	3	1.74%	Reduced
1397	FCM Fortis Capital Management Bellevue, Washington	$18.9M	-$6.33M	4	2.12%	Reduced
1398	Maven Securities St Helier, Jersey	$18.9M	-$1.98M	4	0.37%	Reduced
1399	LCM Legato Capital Management San Francisco, California	$18.9M	-$6.19M	10	1.57%	Reduced
1400	Intesa Sanpaolo SpA. Turin, Italy	$18.9M	+$8.4M	2	0.65%	Increased