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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	Trillium Asset Management Boston, Massachusetts	$96.6M	+$351K	4	2.63%	Increased
302	CIP Champlain Investment Partners Burlington, Vermont	$96.5M	+$5.37M	1	0.57%	Increased
303	Cresset Asset Management Chicago, Illinois	$96.4M	+$4.82M	12	0.58%	Increased
304	MML Investors Services Springfield, Massachusetts	$94.8M	+$7.39M	11	0.44%	Increased
305	Schonfeld Strategic Advisors New York	$94.3M	+$4.05M	15	0.63%	Increased
306	Menora Mivtachim Holdings Ramat Gan, Israel	$94M	-$99.6M	1	0.79%	Reduced
307	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$93.9M	-$4.82M	1	5.62%	Reduced
308	TCW Group Los Angeles, California	$93.8M	+$13.8M	4	1.05%	Increased
309	Two Sigma Advisers New York	$93.7M	-$429M	16	0.22%	Reduced
310	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$93.6M	+$12.6M	15	0.11%	Increased
311	Pacer Advisors Malvern, Pennsylvania	$93.4M	-$12.4M	11	0.26%	Reduced
312	FCI Financial Counselors Inc Overland Park, Kansas	$92.8M	-$1.97M	2	1.66%	Reduced
313	Luther King Capital Management (LKCM) Fort Worth, Texas	$92.5M	+$2.99M	3	0.44%	Increased
314	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$92.3M	+$1.11M	4	1.21%	Increased
315	Cerity Partners New York	$91.7M	+$33.2M	11	0.3%	Increased
316	Cookson Peirce & Co Pittsburgh, Pennsylvania	$90.9M	-$3.27M	4	5.5%	Reduced
317	Kodai Capital Management Chicago, Illinois	$90.9M	+$84.6M	4	1.85%	New
318	Whittier Trust South Pasadena, California	$90.4M	+$316K	9	1.47%	Increased
319	Energy Income Partners Westport, Connecticut	$88.9M	-$2.79M	1	1.92%	Reduced
320	Caxton Associates (New York) New York	$88.8M	+$84.1M	4	4.56%	Increased
321	IP Interval Partners New York	$88.4M	-$7.49M	3	2.52%	Reduced
322	Fisher Asset Management Camas, Washington	$88.3M	-$686M	5	0.05%	Reduced
323	Atalanta Sosnoff Capital New York	$88.2M	+$18.4M	2	2.27%	Increased
324	Third Point New York	$86.9M	-$18.7M	1	1.31%	Reduced
325	Huntington National Bank Columbus, Ohio	$86.6M	+$3.93M	17	0.79%	Increased