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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
301	ProShare Advisors Bethesda, Maryland	$22.1M	+$3.56M	7	0.22%	Increased
302	Creative Planning Overland Park, Kansas	$21.8M	+$7M	15	0.11%	Increased
303	JIR James Investment Research Alpha, Ohio	$21.7M	-$2.88M	6	0.67%	Reduced
304	Capital Fund Management (CFM) Paris, France	$21.7M	+$18.1M	5	0.18%	Increased
305	Commonwealth Equity Services Waltham, Massachusetts	$21.7M	+$439K	6	0.14%	Increased
306	TCW Group Los Angeles, California	$21.6M	-$3.35M	1	0.18%	Reduced
307	TPSF Texas Permanent School Fund Austin, Texas	$21.6M	-$441K	8	0.28%	Reduced
308	WP WMS Partners Towson, Maryland	$21.6M	-$598K	4	2.67%	Reduced
309	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$21.5M	+$14.9M	2	1.83%	Increased
310	Anchor Capital Advisors Boston, Massachusetts	$21.5M	+$6.72M	2	0.78%	Increased
311	Marshall Wace North America New York	$21.5M	+$7.3M	4	0.16%	Increased
312	Envestnet Asset Management Chicago, Illinois	$21.1M	-$105K	11	0.06%	Reduced
313	GG GCM Grosvenor Chicago, Illinois	$21M	-$9.34M	1	11.88%	Reduced
314	Emerald Advisers Leola, Pennsylvania	$20.9M	-$893K	1	0.87%	Reduced
315	Curi RMB Capital Chicago, Illinois	$20.5M	+$17.4M	5	0.59%	Increased
316	HA Heartland Advisors Milwaukee, Wisconsin	$20.5M	+$4.86M	3	1.32%	Increased
317	FQ First Quadrant Glendale, California	$20.2M	-$14.7M	3	0.4%	Reduced
318	United Capital Financial Advisors Irving, Texas	$20.2M	+$1.04M	6	0.18%	Increased
319	Nisa Investment Advisors St. Louis, Missouri	$19.8M	-$912K	9	0.23%	Reduced
320	South Dakota Investment Council Sioux Falls, South Dakota	$19.8M	+$232K	5	0.42%	Increased
321	Bowen Hanes & Co Ponte Vedra Beach, Florida	$19.6M	+$17.5M	1	0.96%	Increased
322	Highbridge Capital Management New York	$19.6M	+$16.1M	4	0.29%	Increased
323	GH GAM Holding Zurich, Switzerland	$19.5M	-$228K	3	0.29%	Reduced
324	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.3M	$0	2	1%	Maintained
325	WBC Westpac Banking Corp Sydney, Australia	$19.2M	-$6.12M	3	0.42%	Reduced