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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	GAA Green Alpha Advisors Niwot, Colorado	$47.8M	+$38.9M	6	10.98%	Increased
377	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$47.8M	+$16.8M	15	0.08%	Increased
378	Exencial Wealth Advisors Oklahoma City, Oklahoma	$47.6M	+$43.9M	3	2.69%	Increased
379	Capricorn Investment Group Palo Alto, California	$47.4M	$0	1	10.45%	Maintained
380	Kentucky Retirement Systems Frankfort, Kentucky	$47M	+$8.09M	3	1.99%	Increased
381	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$47M	+$4.77M	4	1.13%	Increased
382	Two Sigma Investments New York	$46.5M	-$265M	11	0.15%	Reduced
383	Norinchukin Bank Tokyo, Japan	$46.3M	-$19.3M	3	0.91%	Reduced
384	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$45.8M	$0	1	4.89%	Maintained
385	Homestead Advisers Arlington, Virginia	$45.4M	-$2.81M	2	1.29%	Reduced
386	Copeland Capital Management Conshohocken, Pennsylvania	$44.7M	-$3.75M	1	1.42%	Reduced
387	Cantor Fitzgerald New York	$44.7M	+$45.8M	4	0.87%	Increased
388	Cetera Advisor Networks El Segundo, California	$44.5M	+$4.03M	9	0.57%	Increased
389	MDSL M.D. Sass LLC New York	$44.3M	+$19.2M	2	8.37%	Increased
390	Atria Wealth Solutions New York	$44.2M	+$6.97M	7	0.83%	Increased
391	Advisors Asset Management Monument, Colorado	$44.2M	-$5.51M	19	0.79%	Reduced
392	Simplex Trading Chicago, Illinois	$43.8M	+$44.5M	12	0.05%	Increased
393	AAM ACK Asset Management Greenwich, Connecticut	$43.1M	-$22.4M	2	12.06%	Reduced
394	OCM Ogborne Capital Management San Francisco, California	$42.9M	-$12.3M	1	61.56%	Reduced
395	LPU Lansdowne Partners (UK) London, United Kingdom	$42.9M	-$53M	1	6.05%	Reduced
396	Tidal Investments Milwaukee, Wisconsin	$42.7M	-$864K	7	1.56%	Reduced
397	WTA Washington Trust Advisors Wellesley, Massachusetts	$42.6M	-$1.56M	6	3.76%	Reduced
398	Meag Munich Ergo Munich, Germany	$41.8M	+$12.4M	2	2.5%	Increased
399	Cetera Advisors Denver, Colorado	$41.8M	+$1.69M	3	0.95%	Increased
400	Jacobs Levy Equity Management Florham Park, New Jersey	$41.7M	-$20.9M	6	0.32%	Reduced