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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	John W. Bristol & Co New York	$128M	-$2.42M	1	2.11%	Reduced
377	Prudential plc London, England, United Kingdom	$128M	-$17.6M	6	0.64%	Reduced
378	Zacks Investment Management Chicago, Illinois	$127M	+$42K	7	1.18%	Increased
379	IEQ Capital Foster City, California	$127M	+$18.6M	11	1.23%	Increased
380	Lyrical Asset Management New York	$127M	-$2.09M	1	1.87%	Reduced
381	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$127M	+$118M	11	1.81%	New
382	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$126M	+$33.3M	4	1.13%	Increased
383	UMB Bank Kansas City, Missouri	$126M	+$17.5M	14	2%	Increased
384	Bowen Hanes & Co Ponte Vedra Beach, Florida	$126M	+$57.4M	2	3.37%	Increased
385	Driehaus Capital Management Chicago, Illinois	$125M	+$58.5M	7	1.03%	Increased
386	HFF Halter Ferguson Financial Carmel, Indiana	$125M	+$1.46M	1	51.21%	Increased
387	Fisher Asset Management Camas, Washington	$125M	+$2.15M	7	0.05%	Increased
388	Atreides Management Boston, Massachusetts	$125M	-$83.8M	1	2.73%	Reduced
389	CSD Clear Street Derivatives New York	$124M	-$222M	1	1.61%	Reduced
390	Private Advisor Group Morristown, New Jersey	$124M	-$1.38M	13	0.7%	Reduced
391	Trillium Asset Management Boston, Massachusetts	$124M	-$4.42M	7	3.21%	Reduced
392	UBV United Bank (Virginia) Vienna, Virginia	$123M	$0	2	14.7%	Maintained
393	SBI Securities Tokyo, Japan	$123M	+$98.3M	27	3.79%	New
394	Atalanta Sosnoff Capital New York	$122M	-$37.8M	3	2.65%	Reduced
395	Luther King Capital Management (LKCM) Fort Worth, Texas	$121M	+$262K	4	0.52%	Increased
396	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$121M	+$10.9M	4	11.72%	Increased
397	Cookson Peirce & Co Pittsburgh, Pennsylvania	$120M	-$8.89M	2	5.45%	Reduced
398	Viking Global Investors Stamford, Connecticut	$119M	-$318M	1	0.38%	Reduced
399	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$118M	+$18.1M	5	1.73%	Increased
400	Whittier Trust South Pasadena, California	$117M	+$13.9M	9	1.55%	Increased