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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	AE Wealth Management Topeka, Kansas	$36.9M	+$212K	8	0.27%	Increased
402	JLBC J.L. Bainbridge & Co Sarasota, Florida	$36.8M	+$11M	3	5.71%	Increased
403	CM Cercano Management Bellevue, Washington	$36.7M	+$36.6M	1	1.49%	New
404	VanEck Associates New York	$36.7M	+$11.6M	13	0.09%	Increased
405	Orbis Allan Gray Hamilton, Bermuda	$36.6M	+$8.28M	1	0.29%	Increased
406	CA Cornerstone Advisors Asheville, North Carolina	$36.6M	$0	1	1.81%	Maintained
407	Cerity Partners New York	$36.6M	+$12.9M	6	0.23%	Increased
408	Maryland State Retirement & Pension System Baltimore, Maryland	$36.5M	+$43.9M	11	1.07%	Increased
409	Edmond de Rothschild Holding Chambesy, Switzerland	$36.5M	+$2.65M	5	0.85%	Increased
410	SLC Snow Lake Capital Central, Hong Kong	$36.4M	+$12.9M	2	17.82%	Increased
411	Axiom Investors Greenwich, Connecticut	$36.2M	-$54.6M	1	0.71%	Reduced
412	SW SVB Wealth Boston, Massachusetts	$36.2M	+$1.9M	4	0.49%	Increased
413	Personal Capital Advisors Redwood City, California	$36.1M	-$9.31M	3	0.18%	Reduced
414	TCW Group Los Angeles, California	$36.1M	+$597K	4	0.52%	Increased
415	TimesSquare Capital Management New York	$36M	-$16.5M	1	0.51%	Reduced
416	VVP Vulcan Value Partners Birmingham, Alabama	$35.9M	-$36.4M	1	0.48%	Reduced
417	5NCM 59 North Capital Management Houston, Texas	$35.9M	+$5.38M	1	6.42%	Increased
418	Shelton Capital Management Denver, Colorado	$35.7M	-$25.4M	7	3.74%	Reduced
419	Ancora Advisors Cleveland, Ohio	$35.6M	-$28.8K	5	1.03%	Reduced
420	Bragg Financial Advisors Charlotte, North Carolina	$35.5M	+$139K	4	2.16%	Increased
421	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$35.3M	+$3.78M	5	0.72%	Increased
422	Fifth Third Bancorp Cincinnati, Ohio	$35.2M	-$5.65M	16	0.17%	Reduced
423	BCM Bornite Capital Management New York	$35M	-$3.31M	3	9.11%	Reduced
424	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$34.9M	+$15.1M	1	1.7%	Increased
425	MAI Capital Management Independence, Ohio	$34.8M	-$247K	7	0.58%	Reduced