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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
401	Tortoise Capital Advisors Overland Park, Kansas	$218M	+$156M	5	2.21%	Increased
402	Oberweis Asset Management Lisle, Illinois	$217M	+$29.3M	5	4.48%	Increased
403	Stephens Investment Management Group Houston, Texas	$217M	+$34.7M	5	2.32%	Increased
404	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$217M	+$1.23M	6	1.39%	Increased
405	Bridgewater Associates Westport, Connecticut	$217M	-$358M	11	0.89%	Reduced
406	Jupiter Asset Management London, United Kingdom	$215M	-$11.1M	7	1.07%	Reduced
407	Yousif Capital Management Bloomfield Hills, Michigan	$214M	-$15.6M	17	2.4%	Reduced
408	Guggenheim Capital Chicago, Illinois	$214M	+$23.1M	15	1.35%	Increased
409	PineBridge Investments New York	$213M	-$19.8M	7	1.76%	Reduced
410	Frontier Capital Management Boston, Massachusetts	$212M	+$102M	6	1.98%	Increased
411	Weiss Asset Management Boston, Massachusetts	$209M	+$130M	4	2.19%	Increased
412	Great Lakes Advisors Chicago, Illinois	$209M	-$145M	11	1.59%	Reduced
413	Tema ETFs New York	$207M	+$39.5M	5	6.69%	Increased
414	Private Advisor Group Morristown, New Jersey	$204M	+$1.41M	17	0.94%	Increased
415	Mediolanum International Funds Dublin 1, Ireland	$204M	-$55.1M	7	1.74%	Reduced
416	Groupe la Francaise Paris, France	$201M	-$66.2M	4	2.43%	Reduced
417	Mizuho Markets Americas New York	$201M	+$113M	2	3.16%	Increased
418	Aptus Capital Advisors Fairhope, Alabama	$201M	-$16.6M	10	1.38%	Reduced
419	Jain Global New York	$200M	-$144M	12	0.79%	Reduced
420	Lyrical Asset Management New York	$199M	-$10.7M	1	2.52%	Reduced
421	CAM Contour Asset Management New York	$197M	+$37.6M	1	4.67%	Increased
422	Banco Santander Madrid, Spain	$197M	+$72.3M	5	1.22%	Increased
423	Edgewood Management Greenwich, Connecticut	$196M	+$185M	1	2.02%	New
424	Meitav Investment House Bene-Beraq, Israel	$195M	+$74.7M	5	1.31%	Increased
425	Groupama Asset Management Paris, France	$194M	+$9.22M	6	2.44%	Increased