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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	Capital International Inc Los Angeles, California	$48.3M	+$1.47M	3	0.93%	Increased
427	B. Metzler seel. Sohn & Co Frankfurt, Germany	$48M	+$5.13M	3	0.72%	Increased
428	IEQ Capital Foster City, California	$47.6M	+$1.3M	3	0.97%	Increased
429	TIAA Trust, National Association Charlotte, North Carolina	$47.4M	+$48.4M	4	0.17%	New
430	SB Investment Advisers (UK) London, United Kingdom	$47.3M	$0	1	0.39%	Maintained
431	R.M. Davis Inc Portland, Maine	$47M	-$129K	3	1.18%	Reduced
432	PFM Premier Fund Managers Guildford, United Kingdom	$47M	-$21.7M	1	2.21%	Reduced
433	ACM Arosa Capital Management Miami Beach, Florida	$46.5M	+$5.48M	6	14.44%	Increased
434	UAM UAS Asset Management New York	$46.4M	+$22M	1	14.2%	Increased
435	CAM ClariVest Asset Management San Diego, California	$46.4M	-$1.64M	9	2.53%	Reduced
436	ZCM Ziegler Capital Management Chicago, Illinois	$46.1M	-$1.92M	5	1.84%	Reduced
437	AWA Artemis Wealth Advisors New York	$45.8M	$0	1	8.57%	Maintained
438	Kennedy Capital Management St Louis, Missouri	$45.8M	-$9.58M	6	1.12%	Reduced
439	Crossmark Global Holdings Houston, Texas	$45.7M	-$848K	10	1.04%	Reduced
440	Vaughan David Investments Peoria, Illinois	$45.5M	+$611K	2	1.38%	Increased
441	LPU Lansdowne Partners (UK) London, United Kingdom	$45.1M	-$26.8M	1	4.13%	Reduced
442	Pinnacle Associates New York	$45M	+$135K	6	0.84%	Increased
443	Optiver Holding Amsterdam, Netherlands	$44.9M	+$46M	1	0.03%	Increased
444	TD Waterhouse Canada Toronto, Ontario, Canada	$44.4M	-$2.41M	9	0.46%	Reduced
445	CA Cornerstone Advisors Asheville, North Carolina	$44.2M	-$1.37M	2	2.06%	Reduced
446	Prudential plc London, England, United Kingdom	$44.1M	-$2.6M	5	0.49%	Reduced
447	Junto Capital Management New York	$44.1M	+$44.8M	1	1.04%	New
448	Carnegie Investment Counsel Pepper Pike, Ohio	$43.8M	+$498K	4	1.68%	Increased
449	LI Leeward Investments Boston, Massachusetts	$43.4M	-$2M	3	2.22%	Reduced
450	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$43.3M	-$4.57M	2	0.58%	Reduced