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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	Cullen/Frost Bankers San Antonio, Texas	$33.1M	+$4.05M	7	0.76%	Increased
402	AAM ACK Asset Management Greenwich, Connecticut	$33M	+$5.98M	2	13.58%	Increased
403	MUFG Securities EMEA London, United Kingdom	$32.7M	+$13.7M	3	0.25%	Increased
404	CAPTRUST Financial Advisors Raleigh, North Carolina	$32M	+$1.67M	18	0.42%	Increased
405	Atreides Management Boston, Massachusetts	$32M	$0	1	1.4%	Maintained
406	Erste Asset Management Vienna, Austria	$31.8M	-$1.26M	5	0.88%	Reduced
407	First National Bank of Omaha Omaha, Nebraska	$31.8M	+$400K	6	1.72%	Increased
408	Copeland Capital Management Conshohocken, Pennsylvania	$31.8M	-$159K	2	1.25%	Reduced
409	ACM Axel Capital Management New York	$31.8M	-$17.3M	1	10.32%	Reduced
410	GS Gagnon Securities New York	$31.7M	-$1.09M	1	5.05%	Reduced
411	APA American Portfolios Advisors Holbrook, New York	$31.3M	+$1.09M	15	1.6%	Increased
412	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$31.2M	+$9.14M	2	1.81%	Increased
413	Quilter Plc London, United Kingdom	$31.1M	+$13.9M	1	1.07%	Increased
414	PCM Parsifal Capital Management Greenwich, Connecticut	$30.8M	-$613K	1	3.83%	Reduced
415	Brandywine Global Investment Management Philadelphia, Pennsylvania	$30.7M	-$30.5M	4	0.26%	Reduced
416	DCP Diameter Capital Partners New York	$30.4M	+$18.7M	1	3.24%	New
417	BCC Bain Capital Credit Boston, Massachusetts	$30.4M	$0	1	8.59%	Maintained
418	Sigma Planning Corp Ann Arbor, Michigan	$30.3M	+$10.4M	5	1.03%	Increased
419	Schonfeld Strategic Advisors New York	$30.1M	+$2.08M	12	0.4%	Increased
420	Granahan Investment Management Waltham, Massachusetts	$30M	+$9.94M	2	0.67%	Increased
421	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30M	+$5.54M	13	0.07%	Increased
422	AIC AWM Investment Company New York	$29.7M	+$849K	1	3.78%	Increased
423	Nippon Life Global Investors Americas New York	$29M	+$18.1M	2	1.73%	Increased
424	Yacktman Asset Management Austin, Texas	$29M	-$1.38M	2	0.36%	Reduced
425	1SP 140 Summer Partners New York	$29M	+$21.9M	1	5.52%	New