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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	NC Nitorum Capital New York	$40.9M	+$194K	1	3.01%	Increased
402	Qube Research & Technologies (QRT) London, United Kingdom	$40.9M	+$33.6M	11	0.3%	Increased
403	CA Cornerstone Advisors Asheville, North Carolina	$40.4M	+$22.1M	1	2.12%	Increased
404	Cetera Investment Advisers Schaumburg, Illinois	$39.8M	+$3.06M	8	0.63%	Increased
405	Achmea Investment Management Zeist, Netherlands	$39.8M	-$1.32M	2	1.29%	Reduced
406	PFM Premier Fund Managers Guildford, United Kingdom	$39.7M	+$14.1M	1	1.77%	Increased
407	Williams Jones Wealth Management New York	$39.7M	+$1.51M	3	0.64%	Increased
408	TAM Telemark Asset Management Boston, Massachusetts	$39.6M	+$3.46M	2	6.7%	Increased
409	Heard Capital LLC Chicago, Illinois	$39.5M	+$4.61M	1	4.24%	Increased
410	VanEck Associates New York	$39.5M	+$6.06M	12	0.1%	Increased
411	TimesSquare Capital Management New York	$39.4M	-$207K	1	0.55%	Reduced
412	New Mexico Educational Retirement Board Santa Fe, New Mexico	$39.1M	-$3.57M	8	1.88%	Reduced
413	Crossmark Global Holdings Houston, Texas	$39.1M	+$397K	9	1.01%	Increased
414	MAM Mark Asset Management New York	$38.8M	-$1.85M	1	9.38%	Reduced
415	SCH Springs Capital (HK) Hong Kong	$38.2M	+$4.57M	1	71.05%	Increased
416	Vanguard Personalized Indexing Management Oakland, California	$38.2M	+$9.85M	8	1.77%	Increased
417	SteelPeak Wealth Woodland Hills, California	$38.1M	+$6.78M	2	2.74%	Increased
418	FFL Future Fund LLC Chicago, Illinois	$37.8M	-$8.98M	2	85.92%	Reduced
419	Cerity Partners New York	$37.8M	+$5.44M	6	0.42%	Increased
420	MLICM Metropolitan Life Insurance Company (MetLife) New York	$37.7M	-$1.26M	17	1.66%	Reduced
421	TC Titleist Capital San Antonio, Texas	$37.5M	+$7.78M	2	9.11%	Increased
422	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$37.5M	+$40.5M	2	1.68%	Increased
423	Walleye Capital New York	$37.4M	+$8.29M	6	1.03%	Increased
424	Paradigm Capital Management Inc Albany, New York	$37.2M	+$1.24M	4	2.53%	Increased
425	Castleark Management Chicago, Illinois	$36.8M	-$4.25M	3	1.97%	Reduced