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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
376	DVF Discovery Value Fund Singapore	$67.6M	+$1.46M	1	2.49%	Increased
377	Cetera Advisor Networks El Segundo, California	$67.1M	+$4.67M	10	0.82%	Increased
378	IP Interval Partners New York	$66.5M	-$12.6M	3	2.84%	Reduced
379	MAM Mark Asset Management New York	$66.3M	-$4.8M	1	7.54%	Reduced
380	Advisors Asset Management Monument, Colorado	$66M	-$473K	16	0.94%	Reduced
381	O'Shaughnessy Asset Management Stamford, Connecticut	$65.8M	+$4.62M	6	1.17%	Increased
382	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$65.3M	-$22.7M	2	0.87%	Reduced
383	MML Investors Services Springfield, Massachusetts	$65.2M	+$1.85M	9	0.47%	Increased
384	UMB Bank Kansas City, Missouri	$64.8M	+$40.4M	9	0.82%	Increased
385	CAPTRUST Financial Advisors Raleigh, North Carolina	$64.4M	-$1.82M	27	0.44%	Reduced
386	New Mexico Educational Retirement Board Santa Fe, New Mexico	$64.2M	-$3.77M	8	2.15%	Reduced
387	UBV United Bank (Virginia) Vienna, Virginia	$63.9M	+$230K	2	7.85%	Increased
388	Zacks Investment Management Chicago, Illinois	$63.1M	+$2.1M	6	0.89%	Increased
389	RCW Rheos Capital Works Tokyo, Japan	$63M	+$50.2M	3	2.75%	Increased
390	Wealthfront Advisers Palo Alto, California	$62.9M	+$12.3M	3	0.27%	Increased
391	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$62.9M	+$2.54M	2	1.31%	Increased
392	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$62.9M	+$16M	2	1.95%	Increased
393	LCG Luxor Capital Group New York	$62.2M	$0	1	0.61%	Maintained
394	Copeland Capital Management Conshohocken, Pennsylvania	$62.1M	-$1.93M	1	1.61%	Reduced
395	Clal Insurance Tel-Aviv, Israel	$61.8M	+$58.9M	1	0.67%	New
396	Pzena Investment Management New York	$61.7M	+$1.04M	1	0.23%	Increased
397	WorldQuant Millennium Advisors New York	$61.5M	+$5.2M	1	1.22%	Increased
398	Tidal Investments Milwaukee, Wisconsin	$61.1M	+$5.38M	7	1.87%	Increased
399	Independent Financial Group San Diego, California	$60.4M	+$39.7M	2	4.99%	Increased
400	Cetera Advisors Denver, Colorado	$60.4M	-$32.6M	3	1.22%	Reduced