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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	UBV United Bank (Virginia) Vienna, Virginia	$56.4M	-$18.7K	2	7.41%	Reduced
402	Dai-ichi Life Insurance Company Tokyo, Japan	$56.4M	+$234K	2	0.9%	Increased
403	CI Investments Inc Toronto, Ontario, Canada	$56.2M	-$19M	9	0.21%	Reduced
404	CMG Cavalry Management Group San Francisco, California	$56M	+$20M	1	4.28%	Increased
405	Cetera Investment Advisers Schaumburg, Illinois	$55.8M	-$3.42M	8	0.8%	Reduced
406	RegentAtlantic Capital Morristown, New Jersey	$54.3M	+$5.27M	3	1.54%	Increased
407	Atreides Management Boston, Massachusetts	$54.3M	+$520K	1	1.67%	Increased
408	SI Schusterman Interests Tulsa, Oklahoma	$53.9M	$0	1	34.04%	Maintained
409	TCW Group Los Angeles, California	$53.8M	+$2.81M	3	0.51%	Increased
410	Steward Partners Investment Advisory New York	$53.6M	+$1.5M	19	0.83%	Increased
411	Great Lakes Advisors Chicago, Illinois	$53.4M	-$17.1M	5	0.88%	Reduced
412	WorldQuant Millennium Advisors New York	$53.2M	-$8.25M	1	1.3%	Reduced
413	VanEck Associates New York	$52M	-$2.43M	11	0.11%	Reduced
414	SteelPeak Wealth Woodland Hills, California	$51.9M	+$2.38M	1	2.94%	Increased
415	LSCM Light Street Capital Management Palo Alto, California	$51.7M	+$44.8M	1	3.35%	New
416	WI Wafra Inc New York	$51.4M	+$383K	1	1.78%	Increased
417	Heard Capital LLC Chicago, Illinois	$50.2M	+$14.5M	1	4.6%	Increased
418	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$50.1M	+$915K	16	0.08%	Increased
419	TAMH Taikang Asset Management (HK) Hong Kong	$49.9M	-$22.4M	1	8.49%	Reduced
420	TC Titleist Capital San Antonio, Texas	$49.6M	+$3.96M	2	9.84%	Increased
421	Lido Advisors Los Angeles, California	$48.7M	+$1.94M	4	0.54%	Increased
422	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$48.2M	-$35M	7	0.84%	Reduced
423	TIAA FSB Jacksonville, Florida	$48.2M	+$4.52M	3	0.17%	Increased
424	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$48.2M	-$3.84M	2	1.14%	Reduced
425	Erste Asset Management Vienna, Austria	$47.2M	+$3.47M	6	0.9%	Increased