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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
426	Oppenheimer Asset Management New York	$12.4M	+$1.71M	11	0.28%	Increased
427	Advisors Asset Management Monument, Colorado	$12.3M	-$1.36M	10	0.22%	Reduced
428	FG Formula Growth Montreal, Quebec, Canada	$12.1M	-$4.23M	1	1.71%	Reduced
429	HL Financial Services Louisville, Kentucky	$12.1M	+$4.35M	4	0.19%	Increased
430	Mariner Independent Advisor Network Overland Park, Kansas	$12M	-$8.49M	1	1.02%	Reduced
431	SCM SKBA Capital Management San Francisco, California	$12M	-$923K	1	1.93%	Reduced
432	Verition Fund Management Greenwich, Connecticut	$12M	+$9.02M	8	0.47%	Increased
433	CIBC World Market Toronto, Ontario, Canada	$11.9M	+$553K	5	0.05%	Increased
434	TAM Taurus Asset Management New York	$11.9M	-$395K	1	1.66%	Reduced
435	LPU Lansdowne Partners (UK) London, United Kingdom	$11.8M	-$8.11M	1	0.26%	Reduced
436	CIBC World Markets New York	$11.7M	-$5.66M	4	0.1%	Reduced
437	PIA Piedmont Investment Advisors Durham, North Carolina	$11.7M	-$1.4M	6	0.47%	Reduced
438	1M 13D Management New York	$11.6M	-$8.13M	1	3.44%	Reduced
439	Mercer Global Advisors Denver, Colorado	$11.6M	+$11.5M	5	0.42%	New
440	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$11.5M	+$1.14M	9	0.11%	Increased
441	MC Martin Currie Edinburgh, United Kingdom	$11.5M	$0	1	0.81%	Maintained
442	Ameritas Investment Partners Lincoln, Nebraska	$11.5M	-$167K	16	0.54%	Reduced
443	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$11.4M	+$152K	1	3.4%	Increased
444	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$11.4M	$0	1	2.53%	Maintained
445	Federated Hermes Pittsburgh, Pennsylvania	$11.4M	+$1.09M	12	0.03%	Increased
446	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$11.4M	-$1.02M	13	0.17%	Reduced
447	SCM Spyglass Capital Management San Francisco, California	$11.4M	+$3.58M	1	4.41%	Increased
448	CBT Capital Bank & Trust Irvine, California	$11.3M	-$4.76M	5	0.14%	Reduced
449	LIC Lodestar Investment Counsel Chicago, Illinois	$11.2M	+$416K	1	1.19%	Increased
450	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.1M	+$316K	1	1.68%	Increased