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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
1426	LCS Levin Capital Strategies New York	$17.9M	-$6.58M	5	1.2%	Reduced
1427	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$17.9M	+$223K	3	3.31%	Increased
1428	AAP Ardsley Advisory Partners Stamford, Connecticut	$17.8M	+$10.4M	4	1.86%	Increased
1429	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$17.8M	-$1.68M	3	1.77%	Reduced
1430	VCA Verdence Capital Advisors Hunt Valley, Maryland	$17.8M	+$1.74M	8	0.94%	Increased
1431	Evelyn Partners London,	$17.8M	+$16.7M	4	0.04%	New
1432	CWM Cornerstone Wealth Management St. Peters, Missouri	$17.8M	+$811K	6	0.76%	Increased
1433	GCP GSA Capital Partners London, United Kingdom	$17.7M	-$707K	20	1.12%	Reduced
1434	DCA DSG Capital Advisors Edina, Minnesota	$17.7M	+$1.08M	2	2.51%	Increased
1435	JDLA J. Derek Lewis & Associates Newport Beach, California	$17.7M	+$468K	4	3.34%	Increased
1436	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$17.5M	+$1.51M	14	1.05%	Increased
1437	Peregrine Capital Management Minneapolis, Minnesota	$17.5M	-$17.2M	3	0.57%	Reduced
1438	One Capital Management Westlake Village, California	$17.5M	-$307K	3	0.49%	Reduced
1439	Kayne Anderson Capital Advisors Los Angeles, California	$17.4M	-$2.62M	4	0.34%	Reduced
1440	GSWM Golden State Wealth Management Santa Ana, California	$17.4M	+$1.13M	11	1.58%	Increased
1441	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.4M	-$2.2M	2	2.06%	Reduced
1442	Meiji Yasuda Life Insurance Tokyo, Japan	$17.4M	-$1.7M	4	0.58%	Reduced
1443	IC Inscription Capital Houston, Texas	$17.4M	+$2.61M	10	1.54%	Increased
1444	AF Advisornet Financial Minnetonka, Minnesota	$17.3M	-$96.6K	15	0.79%	Reduced
1445	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$17.3M	$0	1	3.89%	Maintained
1446	CCM Carmel Capital Management Carmel, California	$17.2M	+$20.6K	1	3.78%	Increased
1447	FDP Financiere des Professionnels Montreal, Quebec, Canada	$17.2M	-$63.5K	4	0.97%	Reduced
1448	Confluence Wealth Services Mcmurray, Pennsylvania	$17.2M	+$7.7M	5	0.49%	Increased
1449	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$17.2M	-$201K	3	7.23%	Reduced
1450	MCC Malaga Cove Capital Pv Estates, California	$17.2M	-$35K	4	5.47%	Reduced