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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
276
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$117M +$25.3M 4 1.64% Increased
277
AAM
ACK Asset Management
Connecticut
$116M -$9.71M 2 13.99% Reduced
278
Brown Advisory
Brown Advisory
Maryland
$114M -$4.08M 8 0.16% Reduced
279
INTECH Investment Management
INTECH Investment Management
Florida
$114M -$11.1M 6 1.66% Reduced
280
Mercer Global Advisors
Mercer Global Advisors
Colorado
$111M +$13.5M 13 0.33% Increased
281
Ariel Investments
Ariel Investments
Illinois
$108M -$15.8M 1 1.08% Reduced
282
LA
Legacy Advisors
Pennsylvania
$108M +$449K 3 13.88% Increased
283
QRG Capital Management
QRG Capital Management
Illinois
$107M +$4.65M 8 1.59% Increased
284
Nissay Asset Management
Nissay Asset Management
Japan
$107M +$7.77M 4 0.86% Increased
285
William Blair & Company
William Blair & Company
Illinois
$106M -$7.72M 9 0.36% Reduced
286
Group One Trading
Group One Trading
Illinois
$106M +$55M 10 0.28% Increased
287
Guinness Asset Management
Guinness Asset Management
United Kingdom
$105M -$647K 3 2.29% Reduced
288
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$104M +$21M 5 0.2% Increased
289
Glenmede Trust
Glenmede Trust
Pennsylvania
$102M -$525K 8 0.53% Reduced
290
Oppenheimer & Co
Oppenheimer & Co
New York
$102M +$155K 15 1.88% Increased
291
Kestra Advisory Services
Kestra Advisory Services
Texas
$101M +$10.9M 10 0.82% Increased
292
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$101M -$114M 4 1.95% Reduced
293
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$100M +$2.52M 13 2.08% Increased
294
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$100M +$15.9M 1 9.23% Increased
295
Cetera Advisor Networks
Cetera Advisor Networks
California
$99.9M +$520K 15 0.56% Increased
296
IMC Chicago
IMC Chicago
Illinois
$99.5M -$29M 4 0.07% Reduced
297
UBV
United Bank (Virginia)
Virginia
$98.7M -$641K 1 12.39% Reduced
298
WC
Wexford Capital
Florida
$98.6M -$8.79M 2 21.14% Reduced
299
SAM
Scopus Asset Management
New York
$98M -$49.4M 5 2.48% Reduced
300
Capital International Investors
Capital International Investors
California
$96.9M -$1.98M 2 0.02% Reduced
10 11
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