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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	AAM ACK Asset Management Greenwich, Connecticut	$60.3M	+$20.4M	2	14.24%	Increased
402	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$59.9M	+$410K	3	7.39%	Increased
403	Cetera Investment Advisers Schaumburg, Illinois	$59.9M	+$2.99M	9	0.86%	Increased
404	Kentucky Retirement Systems Frankfort, Kentucky	$59.7M	+$4.67M	3	2.43%	Increased
405	SCM Scopia Capital Management New York	$59.2M	+$14.7M	1	5.58%	Increased
406	GAMCO Investors Greenwich, Connecticut	$59.1M	+$3.09M	6	0.51%	Increased
407	Kestra Advisory Services Austin, Texas	$59M	-$1.21M	10	0.6%	Reduced
408	Jupiter Asset Management London, United Kingdom	$58.8M	+$3.57M	6	0.65%	Increased
409	TAM Telemark Asset Management Boston, Massachusetts	$58.6M	+$12.9M	2	4.19%	Increased
410	Stephens Investment Management Group Houston, Texas	$58.2M	+$259K	1	0.75%	Increased
411	Crossmark Global Holdings Houston, Texas	$58.2M	-$965K	10	1.26%	Reduced
412	Adams Diversified Equity Fund Baltimore, Maryland	$57.2M	+$5.29M	2	2.17%	Increased
413	Dai-ichi Life Insurance Company Tokyo, Japan	$55.8M	-$196K	2	0.72%	Reduced
414	SCC Spring Creek Capital Wichita, Kansas	$55.2M	$0	4	2.1%	Maintained
415	ExodusPoint Capital Management New York	$54.6M	-$1.43M	14	0.56%	Reduced
416	ZP Zimmer Partners New York	$54.4M	+$42M	2	0.81%	Increased
417	BC Burleson & Co Petaluma, California	$54.1M	-$7.98M	3	7.87%	Reduced
418	Steward Partners Investment Advisory New York	$53.7M	-$684K	19	0.82%	Reduced
419	OMERS Administration Corp Toronto, Ontario, Canada	$53.2M	+$49.4M	3	0.69%	Increased
420	SI Schusterman Interests Tulsa, Oklahoma	$52.8M	+$50.3M	1	22.81%	New
421	Pathstone Family Office Englewood, New Jersey	$52.8M	+$2.28M	9	1.32%	Increased
422	Atreides Management Boston, Massachusetts	$52.6M	+$4.53M	1	1.64%	Increased
423	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$52.5M	+$50.8M	3	1.21%	New
424	AssetMark Inc Concord, California	$52.5M	-$7.41M	12	0.22%	Reduced
425	Folketrygdfondet Oslo Norway, Norway	$52.1M	-$23.3M	1	1.26%	Reduced