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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	TD Waterhouse Canada Toronto, Ontario, Canada	$51.9M	+$43M	10	0.51%	New
427	UBS O'Connor Chicago, Illinois	$51.9M	+$927K	8	0.5%	Increased
428	MAM Myriad Asset Management North Point, Hong Kong	$50.8M	+$31.1M	3	5.51%	Increased
429	TCW Group Los Angeles, California	$50.5M	+$14.7M	3	0.42%	Increased
430	ZCM Ziegler Capital Management Chicago, Illinois	$50.3M	+$608K	5	1.81%	Increased
431	BCP BSN Capital Partners London, United Kingdom	$50.3M	+$47.9M	1	3.19%	New
432	WI Wafra Inc New York	$50M	+$47.6M	1	1.58%	New
433	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$49.7M	+$2.04M	17	0.08%	Increased
434	OP Oslo Pensjonsforsikring Oslo,	$49.4M	$0	1	5.98%	Maintained
435	NC Nitorum Capital New York	$49.3M	-$639K	1	2.31%	Reduced
436	Bridgeway Capital Management Houston, Texas	$49M	+$4.57M	7	0.91%	Increased
437	AGF Investments Inc Toronto, Ontario, Canada	$48.6M	+$2.27M	4	0.35%	Increased
438	Leonteq Securities AG Zurich, Switzerland	$48.5M	-$5.79M	11	1.75%	Reduced
439	Quilter Plc London, United Kingdom	$48.4M	-$9.28M	1	1.26%	Reduced
440	Cullen/Frost Bankers San Antonio, Texas	$48.1M	-$1.58M	5	0.92%	Reduced
441	SteelPeak Wealth Woodland Hills, California	$48.1M	+$18.8M	3	2.72%	Increased
442	RegentAtlantic Capital Morristown, New Jersey	$47.8M	+$6.1M	3	1.33%	Increased
443	B. Metzler seel. Sohn & Co Frankfurt, Germany	$47.6M	+$8.13M	1	0.62%	Increased
444	BCC Bain Capital Credit Boston, Massachusetts	$47.5M	$0	1	6.93%	Maintained
445	Weiss Asset Management Boston, Massachusetts	$47.4M	+$12.5M	6	1.02%	Increased
446	Paradigm Capital Management Inc Albany, New York	$47.1M	+$236K	4	2.1%	Increased
447	Williams Jones Wealth Management New York	$46.7M	+$5.21M	3	0.58%	Increased
448	Erste Asset Management Vienna, Austria	$46.7M	+$14.5M	6	0.84%	Increased
449	NewEdge Advisors New Orleans, Louisiana	$46.6M	+$23M	4	0.7%	Increased
450	Lido Advisors Los Angeles, California	$46.3M	-$7.19M	3	0.5%	Reduced