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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	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$43.1M	+$43.5M	1	5.22%	Increased
377	Zacks Investment Management Chicago, Illinois	$43M	+$1.03M	6	0.6%	Increased
378	Braun Stacey Associates New York	$43M	+$16M	4	2.45%	Increased
379	SC Shellback Capital Boston, Massachusetts	$42.8M	-$38M	1	7.67%	Reduced
380	LGT Group Foundation Vaduz, Liechtenstein	$42.3M	+$18.5M	3	1.32%	Increased
381	Cullen/Frost Bankers San Antonio, Texas	$41.2M	+$3.8M	6	0.79%	Increased
382	CIBC World Market Toronto, Ontario, Canada	$41.1M	-$23.3M	6	0.15%	Reduced
383	HCM Hitchwood Capital Management New York	$40.6M	$0	1	5.54%	Maintained
384	MML Investors Services Springfield, Massachusetts	$40.3M	+$3.06M	11	0.26%	Increased
385	Advisors Asset Management Monument, Colorado	$40.2M	-$8.27M	18	0.82%	Reduced
386	Acadian Asset Management Boston, Massachusetts	$40.2M	+$8.43M	9	0.2%	Increased
387	ACM Arosa Capital Management Miami Beach, Florida	$39.8M	+$26.5M	5	8.45%	Increased
388	Capital International Los Angeles, California	$39.7M	-$37.8M	1	2.74%	Reduced
389	HP Harvey Partners Tarrytown, New York	$39.3M	-$25.5M	1	5%	Reduced
390	Crossmark Global Holdings Houston, Texas	$38.8M	-$631K	10	0.97%	Reduced
391	Capital International Inc Los Angeles, California	$38.3M	-$33.8M	3	0.83%	Reduced
392	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$38.3M	+$58.4M	6	0.85%	Increased
393	SFM Stack Financial Management Whitefish, Montana	$38.2M	+$151K	1	3.84%	Increased
394	HCS Himension Capital (Singapore) Singapore	$38.2M	+$53.8M	1	5.11%	Increased
395	Adams Diversified Equity Fund Baltimore, Maryland	$38M	-$2.18M	2	1.82%	Reduced
396	D.A. Davidson & Co Great Falls, Montana	$38M	+$4.95M	9	0.45%	Increased
397	SAM Securian Asset Management St Paul, Minnesota	$38M	+$249K	8	1.06%	Increased
398	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$37.5M	+$3.65M	14	0.06%	Increased
399	Davis Selected Advisers Tucson, Arizona	$37.2M	+$1.2M	2	0.25%	Increased
400	LI Leeward Investments Boston, Massachusetts	$37.2M	-$1.08M	2	1.65%	Reduced