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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
351	Private Advisor Group Morristown, New Jersey	$70.7M	+$1.06M	10	0.61%	Increased
352	Maryland State Retirement & Pension System Baltimore, Maryland	$70.5M	+$1.28M	12	1.49%	Increased
353	SC Shellback Capital Boston, Massachusetts	$70.4M	+$12.3M	2	6.22%	Increased
354	Elo Mutual Pension Insurance Espoo, Finland	$70.3M	+$4.65M	3	2.07%	Increased
355	SCM Sandler Capital Management New York	$69.8M	+$16.8M	2	5.75%	Increased
356	Capital International Sarl Los Angeles, California	$69.5M	+$2.89M	1	3.12%	Increased
357	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$69.2M	+$9.53M	10	0.35%	Increased
358	GAMCO Investors Greenwich, Connecticut	$69M	-$1.77M	6	0.72%	Reduced
359	ECM Engine Capital Management New York	$68.7M	+$10.9M	1	16.65%	Increased
360	TCW Group Los Angeles, California	$68.7M	-$229K	4	0.76%	Reduced
361	LSV Asset Management Chicago, Illinois	$68.5M	-$4.18M	4	0.15%	Reduced
362	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$68.3M	-$4.99M	3	9.07%	Reduced
363	LPU Lansdowne Partners (UK) London, United Kingdom	$67.6M	-$1.42M	1	7.49%	Reduced
364	SG Americas Securities New York	$67.4M	-$19M	12	0.51%	Reduced
365	Wealthfront Advisers Palo Alto, California	$67M	+$2.33M	5	0.28%	Increased
366	Erste Asset Management Vienna, Austria	$66.7M	+$1.89M	7	1.18%	Increased
367	Lido Advisors Los Angeles, California	$65.6M	+$6.81M	6	0.47%	Increased
368	Atria Wealth Solutions New York	$65.6M	+$1.1M	9	0.89%	Increased
369	Kentucky Retirement Systems Frankfort, Kentucky	$65.4M	+$963K	3	2.19%	Increased
370	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$65.3M	$0	2	5.75%	Maintained
371	Norinchukin Bank Tokyo, Japan	$65.2M	+$6.52M	3	1.09%	Increased
372	NewEdge Advisors New Orleans, Louisiana	$64.7M	+$3.55M	20	0.73%	Increased
373	Quilter Plc London, United Kingdom	$64.5M	+$1.14M	1	0.25%	Increased
374	CTC Chai Trust Company Chicago, Illinois	$62.6M	+$23.5M	1	4.23%	Increased
375	JLBC J.L. Bainbridge & Co Sarasota, Florida	$62.2M	+$4.3M	3	7.76%	Increased