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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	Yacktman Asset Management Austin, Texas	$22M	-$102K	1	0.27%	Reduced
302	BCM Billings Capital Management Arlington, Virginia	$21.9M	-$38.5K	1	23.27%	Reduced
303	BNP Paribas Asset Management Paris, France	$21.7M	+$4.98M	3	0.17%	Increased
304	State of Tennessee, Department of Treasury Nashville, Tennessee	$21.7M	+$3.66M	10	0.1%	Increased
305	FMW Farr Miller & Washington Washington, District of Columbia	$21.6M	+$174K	1	1.72%	Increased
306	Sculptor Capital New York	$21.5M	-$1.6M	1	0.23%	Reduced
307	William Blair & Company Chicago, Illinois	$21.5M	-$666K	6	0.12%	Reduced
308	WCM Investment Management Laguna Beach, California	$21.2M	-$1.45M	2	0.13%	Reduced
309	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$21.2M	-$237K	1	2.2%	Reduced
310	Mackenzie Financial Toronto Ontario, Ontario, Canada	$20.9M	+$5.79M	4	0.06%	Increased
311	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$20.9M	-$480K	2	5.58%	Reduced
312	JP Morgan Private Wealth Advisors San Francisco, California	$20.7M	+$1.42M	5	0.11%	Increased
313	Xact Kapitalforvaltning Stockholm, Sweden	$20.6M	+$1.99M	10	0.39%	Increased
314	United Capital Financial Advisors Irving, Texas	$20.6M	-$2.99M	3	0.14%	Reduced
315	First National Bank of Omaha Omaha, Nebraska	$20.6M	+$1.42K	4	1.33%	Increased
316	Creative Planning Overland Park, Kansas	$20.2M	-$1.48M	5	0.07%	Reduced
317	SCM Steadfast Capital Management New York	$20.1M	-$38.7M	1	0.27%	Reduced
318	AC Albar Capital London, United Kingdom	$20M	+$19.5M	1	9.18%	New
319	VanEck Associates New York	$20M	-$2.07M	6	0.09%	Reduced
320	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$19.8M	-$1.06M	2	1.84%	Reduced
321	Jefferies Group New York	$19.7M	+$3.63M	8	0.15%	Increased
322	Cornerstone Investment Partners Atlanta, Georgia	$19.7M	+$2.05M	1	0.87%	Increased
323	Cullen/Frost Bankers San Antonio, Texas	$19.5M	-$1.58M	7	0.58%	Reduced
324	DZ Bank Frankfurt Am Main, Germany	$19.5M	+$587K	3	0.06%	Increased
325	Hancock Whitney Gulfport, Mississippi	$19.4M	-$1.04M	5	0.64%	Reduced