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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	Royce & Associates New York	$319M	-$17.9M	10	3.23%	Reduced
277	IFM Investors Melbourne, Australia	$317M	+$11.4M	5	2.64%	Increased
278	Gateway Investment Advisers Cincinnati, Ohio	$316M	+$7.04M	6	2.94%	Increased
279	NewEdge Advisors New Orleans, Louisiana	$314M	+$51.2M	27	1.14%	Increased
280	Lido Advisors Los Angeles, California	$313M	+$8.66M	9	0.94%	Increased
281	Pathstone Holdings Englewood, New Jersey	$311M	+$19.9M	21	1.2%	Increased
282	Westwood Holdings Group Dallas, Texas	$307M	+$36.2M	7	2.5%	Increased
283	MML Investors Services Springfield, Massachusetts	$303M	+$50.2M	16	0.74%	Increased
284	Empower Advisory Group Greenwood Village, Colorado	$300M	-$6.64M	3	0.81%	Reduced
285	Jain Global New York	$299M	-$153M	10	1.45%	Reduced
286	TSW Three Seasons Wealth Salt Lake City, Utah	$298M	-$2.18M	2	28.44%	Reduced
287	TCW Group Los Angeles, California	$297M	+$164M	8	2.13%	Increased
288	ABN AMRO Bank Amsterdam, Netherlands	$295M	+$196M	4	2.78%	Increased
289	NAH Neumann Advisory (HK) Central, Hong Kong	$292M	-$8.35M	1	77.34%	Reduced
290	Marsico Capital Management Denver, Colorado	$289M	+$48.8M	3	8.04%	Increased
291	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$287M	-$13.8M	27	2.39%	Reduced
292	O'Shaughnessy Asset Management Stamford, Connecticut	$286M	+$17.8M	19	1.58%	Increased
293	Carson Wealth (CWM LLC) Omaha, Nebraska	$281M	+$29.5M	33	0.76%	Increased
294	M&T Bank Buffalo, New York	$281M	+$19.5M	14	0.9%	Increased
295	Utah Retirement Systems Salt Lake City, Utah	$276M	+$182K	10	2.63%	Increased
296	Johnson Investment Counsel Cincinnati, Ohio	$276M	-$16.2M	9	2.25%	Reduced
297	Clark Capital Management Group Philadelphia, Pennsylvania	$276M	+$46.3M	6	1.69%	Increased
298	NSCM New South Capital Management Memphis, Tennessee	$276M	-$2.67M	2	12.68%	Reduced
299	AIM Allen Investment Management New York	$275M	+$2.46M	3	3.05%	Increased
300	Castle Hook Partners New York	$272M	-$92.1M	1	1.13%	Reduced