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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	Heard Capital LLC Chicago, Illinois	$55.9M	+$1.4M	1	4.25%	Increased
402	Exencial Wealth Advisors Oklahoma City, Oklahoma	$55.8M	-$7.1M	2	2.56%	Reduced
403	TAM Thematics Asset Management Paris, France	$55.4M	+$10M	1	2.65%	Increased
404	Credit Agricole Montrouge Cedex, France	$53.7M	+$855K	6	0.97%	Increased
405	SFM Stack Financial Management Whitefish, Montana	$53.4M	+$44.9K	1	5.97%	Increased
406	Advisors Asset Management Monument, Colorado	$53.3M	-$366K	18	1.08%	Reduced
407	SoftBank Group Tokyo, Japan	$52.9M	$0	1	0.59%	Maintained
408	NC Nitorum Capital New York	$52.7M	+$7.65M	1	5.33%	Increased
409	ACM Arosa Capital Management Miami Beach, Florida	$52.7M	+$7.48M	3	13.34%	Increased
410	Cubist Systematic Strategies Stamford, Connecticut	$52.7M	-$16.6M	18	0.35%	Reduced
411	Steward Partners Investment Advisory New York	$52.6M	+$10.3M	18	0.79%	Increased
412	Cresset Asset Management Chicago, Illinois	$52.3M	+$34.3M	11	0.07%	Increased
413	Orbis Allan Gray Hamilton, Bermuda	$51.7M	-$716K	1	0.37%	Reduced
414	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$51.6M	-$10.1M	1	30.04%	Reduced
415	Capricorn Investment Group Palo Alto, California	$51.4M	$0	1	7.27%	Maintained
416	LBP AM Paris, France	$51.1M	+$8.14M	2	1.21%	Increased
417	Congress Wealth Management Boston, Massachusetts	$51M	-$58.8K	5	1.18%	Reduced
418	CAM ClariVest Asset Management San Diego, California	$50.8M	-$9.99M	7	2.55%	Reduced
419	SB Investment Advisers (UK) London, United Kingdom	$50.6M	$0	1	0.39%	Maintained
420	LI Leeward Investments Boston, Massachusetts	$50.4M	+$8.86M	3	2.37%	Increased
421	Moran Wealth Management Naples, Florida	$50.1M	+$6.28M	6	1.88%	Increased
422	New Mexico Educational Retirement Board Santa Fe, New Mexico	$50.1M	+$3.73M	9	2.2%	Increased
423	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$50.1M	-$85.1M	3	0.65%	Reduced
424	Illinois Municipal Retirement Fund Oak Brook, Illinois	$49.8M	+$7.72M	8	1%	Increased
425	MAI Capital Management Independence, Ohio	$49.7M	+$1.98M	7	0.73%	Increased