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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	Driehaus Capital Management Chicago, Illinois	$78.1M	+$4.43M	6	0.78%	Increased
352	Cetera Advisors Denver, Colorado	$78M	+$25.8M	12	0.61%	Increased
353	TAM Thematics Asset Management Paris, France	$77.8M	+$3.01M	1	3.23%	Increased
354	CAPTRUST Financial Advisors Raleigh, North Carolina	$76.7M	-$11.5M	13	0.28%	Reduced
355	Energy Income Partners Westport, Connecticut	$76.1M	-$26.4M	1	1.56%	Reduced
356	Van Berkom & Associates Montreal, Quebec, Canada	$75.8M	-$7.24M	1	2.16%	Reduced
357	UMB Bank Kansas City, Missouri	$75.6M	-$11.6M	13	1.2%	Reduced
358	JC Joho Capital New York	$75.4M	$0	1	10.45%	Maintained
359	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$74.2M	-$5.1M	3	8.81%	Reduced
360	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$73.8M	-$4.72M	4	0.77%	Reduced
361	HB Wealth Management Atlanta, Georgia	$73.5M	+$67M	4	0.92%	Increased
362	Alpha Cubed Investments Irvine, California	$73.3M	-$2.16M	3	3.83%	Reduced
363	Samlyn Capital New York	$72.5M	+$30.9M	1	1.21%	Increased
364	Huntington National Bank Columbus, Ohio	$72.3M	+$2.36M	19	0.58%	Increased
365	Gotham Asset Management New York	$71.5M	+$13M	12	1.08%	Increased
366	JSC J. Stern & Co London, United Kingdom	$71M	+$12.5M	1	8.98%	Increased
367	Orbis Allan Gray Hamilton, Bermuda	$71M	-$11.5M	1	0.43%	Reduced
368	Ancora Advisors Cleveland, Ohio	$70.4M	+$1.1M	6	1.6%	Increased
369	Zurich Insurance Group Zurich, Switzerland	$69.8M	-$134M	1	0.64%	Reduced
370	Fuller & Thaler Asset Management San Mateo, California	$69.5M	+$36.1M	3	0.3%	Increased
371	GIP Granite Investment Partners El Segundo, California	$69.5M	-$2.3M	4	2.64%	Reduced
372	CLC Charles-Lim Capital Central, Hong Kong	$69.4M	+$77.2M	1	23.14%	New
373	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$68.9M	-$21.3M	3	0.79%	Reduced
374	Oregon Public Employees Retirement Fund Tigard, Oregon	$68.8M	-$3.25M	13	1.37%	Reduced
375	Anchor Capital Advisors Boston, Massachusetts	$68.8M	-$9.95M	2	1.8%	Reduced