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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	Tidal Investments Milwaukee, Wisconsin	$77.1M	+$3.27M	18	1.04%	Increased
377	Oregon Public Employees Retirement Fund Tigard, Oregon	$76.6M	+$2.38M	14	1.52%	Increased
378	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$76.3M	+$5.08M	19	0.08%	Increased
379	Ariel Investments Chicago, Illinois	$76.1M	-$31.7M	1	0.82%	Reduced
380	Banco Santander Madrid, Spain	$75.5M	+$9.64M	3	0.94%	Increased
381	Zacks Investment Management Chicago, Illinois	$75.1M	+$1.5M	5	0.85%	Increased
382	WC Wexford Capital West Palm Beach, Florida	$75M	-$1.29M	4	18.98%	Reduced
383	Lido Advisors Los Angeles, California	$74.5M	+$11.2M	5	0.41%	Increased
384	CCPM Cooper Creek Partners Management New York	$74M	-$39.7M	1	2.47%	Reduced
385	Private Advisor Group Morristown, New Jersey	$74M	+$7.71M	11	0.5%	Increased
386	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$73.8M	-$7.64M	3	9.19%	Reduced
387	JC Joho Capital New York	$73.7M	$0	1	10.43%	Maintained
388	Braun Stacey Associates New York	$73.4M	+$20.4M	3	2.85%	Increased
389	Prudential plc London, England, United Kingdom	$73.2M	+$17.4M	6	0.49%	Increased
390	CI Investments Inc Toronto, Ontario, Canada	$72.6M	+$61.5M	11	0.29%	Increased
391	WAM WT Asset Management Hong Kong	$72.4M	+$28.9M	2	7.05%	Increased
392	Vanguard Personalized Indexing Management Oakland, California	$72.1M	+$7.78M	15	1.37%	Increased
393	Steward Partners Investment Advisory New York	$71.8M	+$3.34M	20	0.76%	Increased
394	Ancora Advisors Cleveland, Ohio	$71.1M	+$868K	7	1.76%	Increased
395	UMB Bank Kansas City, Missouri	$71M	-$6.4M	14	1.16%	Reduced
396	GAMCO Investors Greenwich, Connecticut	$70.6M	+$2.45M	8	0.77%	Increased
397	Wealthfront Advisers Palo Alto, California	$70.3M	+$12.4M	6	0.24%	Increased
398	Heard Capital LLC Chicago, Illinois	$70.2M	+$1.17M	1	4.28%	Increased
399	ACM Arosa Capital Management Miami Beach, Florida	$69.5M	+$17.3M	10	39.19%	Increased
400	Nomura Holdings Tokyo, Japan	$69.4M	-$16.3M	8	0.13%	Reduced