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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
Troy Asset Management
Troy Asset Management
United Kingdom
$133M +$126M 1 3.63% New
327
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$130M -$23.5M 4 1.11% Reduced
328
William Blair Investment Management
William Blair Investment Management
Illinois
$129M -$12.1M 2 0.36% Reduced
329
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$129M -$38.5M 5 1.54% Reduced
330
NEOS Investment Management
NEOS Investment Management
Connecticut
$127M +$38.6M 8 2.4% Increased
331
Kestra Advisory Services
Kestra Advisory Services
Texas
$126M -$5.63M 14 0.61% Reduced
332
Frontier Capital Management
Frontier Capital Management
Massachusetts
$126M -$12.2M 6 1.38% Reduced
333
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$126M +$63.7M 5 0.49% Increased
334
Gotham Asset Management
Gotham Asset Management
New York
$125M +$25.1M 13 1.05% Increased
335
Lido Advisors
Lido Advisors
California
$125M +$35.7M 7 0.56% Increased
336
OP Asset Management
OP Asset Management
$125M +$155M 10 2.11% New
337
Wealthfront Advisers
Wealthfront Advisers
California
$125M +$24M 6 0.33% Increased
338
Weiss Asset Management
Weiss Asset Management
Massachusetts
$124M +$126M 3 2.49% Increased
339
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$124M -$1.07M 2 1.29% Reduced
340
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$122M +$13.8M 30 0.49% Increased
341
Acadian Asset Management
Acadian Asset Management
Massachusetts
$122M -$22.6M 8 0.35% Reduced
342
Woodline Partners
Woodline Partners
California
$121M +$59.3M 5 0.79% Increased
343
NewEdge Advisors
NewEdge Advisors
Louisiana
$120M -$11M 26 0.72% Reduced
344
Capital Group Private Client Services
Capital Group Private Client Services
California
$120M +$26.6M 2 1.17% Increased
345
CIBC World Market
CIBC World Market
Ontario, Canada
$120M -$22.9M 8 0.26% Reduced
346
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$120M +$9.38M 10 0.3% Increased
347
Oppenheimer & Co
Oppenheimer & Co
New York
$119M +$2.88M 13 1.8% Increased
348
Alyeska Investment Group
Alyeska Investment Group
Illinois
$119M -$37.9M 5 0.48% Reduced
349
Sanctuary Advisors
Sanctuary Advisors
Indiana
$119M -$17.2M 11 0.83% Reduced
350
Boston Partners
Boston Partners
Massachusetts
$118M -$76.2M 7 0.14% Reduced
12 13
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