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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
326	GAMCO Investors Greenwich, Connecticut	$66.5M	-$214K	8	0.72%	Reduced
327	Cubist Systematic Strategies Stamford, Connecticut	$66.3M	-$2.08M	21	0.4%	Reduced
328	Fifth Third Bancorp Cincinnati, Ohio	$66.1M	+$11.4M	16	0.31%	Increased
329	Walleye Trading New York	$65.9M	+$37M	6	0.14%	Increased
330	AE Wealth Management Topeka, Kansas	$65.2M	+$6.44M	8	0.42%	Increased
331	KeyBank National Association Cleveland, Ohio	$64.7M	-$905K	6	0.31%	Reduced
332	Artemis Investment Management Edinburgh, United Kingdom	$62.2M	-$30.1M	2	0.76%	Reduced
333	PFM Premier Fund Managers Guildford, United Kingdom	$62.1M	-$1.77M	1	2.46%	Reduced
334	LSV Asset Management Chicago, Illinois	$61.8M	-$2M	5	0.14%	Reduced
335	Zacks Investment Management Chicago, Illinois	$61.7M	-$3.5M	6	0.83%	Reduced
336	Capital International Los Angeles, California	$61.4M	-$4.58M	1	3.68%	Reduced
337	AAM AMI Asset Management Los Angeles, California	$61.2M	-$553K	1	3.9%	Reduced
338	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$60.8M	-$8.72M	3	8.42%	Reduced
339	Homestead Advisers Arlington, Virginia	$60.6M	-$1.23M	2	1.69%	Reduced
340	Huntington National Bank Columbus, Ohio	$60.5M	+$8.71M	16	0.6%	Increased
341	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$60.4M	+$3.87M	14	0.08%	Increased
342	SCGE Management Menlo Park, California	$60.2M	+$50.6M	1	1.65%	New
343	Kornitzer Capital Management Shawnee Mission, Kansas	$59.9M	-$3.15M	4	1.2%	Reduced
344	LPU Lansdowne Partners (UK) London, United Kingdom	$59M	-$1.94M	1	9.1%	Reduced
345	Quilter Plc London, United Kingdom	$58.9M	-$299K	1	0.23%	Reduced
346	Williams Jones Wealth Management New York	$58.4M	+$3.93M	5	0.92%	Increased
347	SAM Securian Asset Management St Paul, Minnesota	$58.3M	+$242K	8	1.55%	Increased
348	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$57.8M	$0	2	3.6%	Maintained
349	Kestra Advisory Services Austin, Texas	$57.1M	-$5.99M	10	0.62%	Reduced
350	Van Berkom & Associates Montreal, Quebec, Canada	$57M	+$3.56M	1	2.11%	Increased