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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	BC Burleson & Co Petaluma, California	$47M	-$3.19M	3	7.54%	Reduced
427	WTA Washington Trust Advisors Wellesley, Massachusetts	$46.7M	-$224K	6	3.31%	Reduced
428	B. Metzler seel. Sohn & Co Frankfurt, Germany	$46.7M	-$1.05M	1	0.62%	Reduced
429	Quilter Plc London, United Kingdom	$46.3M	+$2.47M	1	1.26%	Increased
430	Ameritas Investment Partners Lincoln, Nebraska	$46.2M	+$2.78M	22	1.66%	Increased
431	Cullen/Frost Bankers San Antonio, Texas	$46.1M	+$1.58M	5	0.9%	Increased
432	SPWM Straight Path Wealth Management Jenison, Michigan	$46.1M	+$934	1	39.07%	Increased
433	NewEdge Advisors New Orleans, Louisiana	$45.9M	-$723K	3	0.74%	Reduced
434	Advisors Capital Management Ridgewood, New Jersey	$45.7M	+$4.52M	2	1.25%	Increased
435	ZCM Ziegler Capital Management Chicago, Illinois	$45.4M	-$2.76M	4	1.92%	Reduced
436	Paradigm Capital Management Inc Albany, New York	$45.1M	+$392K	4	2.44%	Increased
437	Wolverine Trading Chicago, Illinois	$44.9M	+$15.1M	8	0.06%	Increased
438	O'Shaughnessy Asset Management Stamford, Connecticut	$44.9M	-$17.9M	7	0.75%	Reduced
439	Williams Jones Wealth Management New York	$44.9M	-$839K	3	0.63%	Reduced
440	AAM AMI Asset Management Los Angeles, California	$44.7M	+$14.6M	1	2.34%	Increased
441	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$44.6M	-$653K	2	2.72%	Reduced
442	TAM Telemark Asset Management Boston, Massachusetts	$44.5M	-$9.46M	2	3.93%	Reduced
443	RHBC R.H. Bluestein & Co Birmingham, Michigan	$44.2M	+$16.9M	7	1.85%	Increased
444	Vanguard Personalized Indexing Management Oakland, California	$44.2M	+$8.82M	9	2.14%	Increased
445	Allstate Corporation Northbrook, Illinois	$44.1M	-$27M	2	1.18%	Reduced
446	BCC Bain Capital Credit Boston, Massachusetts	$43.9M	-$2.74M	1	6.83%	Reduced
447	Mariner Independent Advisor Network Overland Park, Kansas	$43.8M	+$9.33M	1	1.68%	Increased
448	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$43.7M	-$318K	6	0.97%	Reduced
449	Acadian Asset Management Boston, Massachusetts	$43.6M	+$1.21M	4	0.18%	Increased
450	IEQ Capital Foster City, California	$43.6M	+$4.51M	3	1.04%	Increased