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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	AAM AMI Asset Management Los Angeles, California	$65.6M	+$46.2K	1	3.58%	Increased
377	Dai-ichi Life Insurance Company Tokyo, Japan	$65.5M	+$5.81M	4	1.36%	Increased
378	Erste Asset Management Vienna, Austria	$65.5M	+$6.48M	7	0.96%	Increased
379	Bowen Hanes & Co Ponte Vedra Beach, Florida	$65M	-$1.54M	2	1.96%	Reduced
380	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$65M	+$294K	3	8.06%	Increased
381	Woodline Partners San Francisco, California	$63.9M	+$17.9M	2	0.69%	Increased
382	Carson Wealth (CWM LLC) Omaha, Nebraska	$63.9M	+$21.2M	23	0.34%	Increased
383	Acadian Asset Management Boston, Massachusetts	$63.8M	-$8.98M	8	0.25%	Reduced
384	Cetera Advisors Denver, Colorado	$63.8M	+$750K	7	0.88%	Increased
385	Ceredex Value Advisors Orlando, Florida	$63.5M	+$44.1M	3	1.1%	Increased
386	ExodusPoint Capital Management New York	$63.3M	+$8.78M	9	0.42%	Increased
387	Driehaus Capital Management Chicago, Illinois	$63.3M	-$68.4M	6	0.76%	Reduced
388	Groupama Asset Management Paris, France	$63.2M	+$61.7M	4	1.65%	New
389	Anchor Capital Advisors Boston, Massachusetts	$63.2M	-$2.46M	2	1.67%	Reduced
390	Atria Wealth Solutions New York	$63M	-$1.33M	9	0.79%	Reduced
391	First Financial Bankshares Abilene, Texas	$62.8M	+$57.6M	2	1.51%	New
392	JC Joho Capital New York	$62.6M	+$517K	1	11.35%	Increased
393	LSV Asset Management Chicago, Illinois	$62.4M	-$4.63M	4	0.14%	Reduced
394	Cetera Investment Advisers Schaumburg, Illinois	$62.1M	+$1.76M	9	0.5%	Increased
395	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$61.7M	-$110M	1	2.6%	Reduced
396	Axiom Investors Greenwich, Connecticut	$61.6M	-$4.63M	2	0.6%	Reduced
397	Heard Capital LLC Chicago, Illinois	$61M	+$530K	1	4.05%	Increased
398	D.A. Davidson & Co Great Falls, Montana	$60.9M	+$368K	9	0.6%	Increased
399	ECM Engine Capital Management New York	$60.1M	-$2.84M	1	9.91%	Reduced
400	LBP AM Paris, France	$59.9M	-$1.32M	4	1.32%	Reduced