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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	Kinetic Partners Management Miami, Florida	$78.7M	-$10.4M	1	5.47%	Reduced
427	TIAA Trust, National Association Charlotte, North Carolina	$78.4M	+$11.4M	7	0.23%	Increased
428	GAMCO Investors Greenwich, Connecticut	$78M	-$621K	9	0.8%	Reduced
429	SAM Scopus Asset Management New York	$77.9M	-$23M	5	1.38%	Reduced
430	W.H. Reaves & Co Jersey City, New Jersey	$76.8M	+$1.81M	1	2.1%	Increased
431	Carnegie Investment Counsel Pepper Pike, Ohio	$76.2M	+$3.99M	6	2.24%	Increased
432	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$75.8M	+$18.3M	4	0.69%	Increased
433	Gulf International Bank (UK) London, United Kingdom	$74.8M	-$2.69M	4	1.92%	Reduced
434	IEQ Capital Foster City, California	$74.7M	+$9.54M	6	0.92%	Increased
435	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$74.4M	+$11.3M	21	0.37%	Increased
436	Guinness Asset Management London, United Kingdom	$74.1M	-$5.95M	3	1.4%	Reduced
437	AE Wealth Management Topeka, Kansas	$73.5M	-$6.46M	5	0.67%	Reduced
438	WIM WIM Investment Management Hong Kong	$72.6M	+$63.3M	1	30.52%	New
439	Mediolanum International Funds Dublin 1, Ireland	$72.4M	-$78.9K	4	1.01%	Reduced
440	First Financial Bankshares Abilene, Texas	$72.1M	+$1.47M	3	1.52%	Increased
441	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$71.9M	-$3.63M	1	3.31%	Reduced
442	HRT Financial New York	$70.1M	-$2.67M	15	0.35%	Reduced
443	Erste Asset Management Vienna, Austria	$70.1M	+$309K	8	0.84%	Increased
444	Eastern Bank Boston, Massachusetts	$70M	+$36.5M	8	1.25%	Increased
445	AAM AMI Asset Management Los Angeles, California	$69.8M	-$952K	2	3.78%	Reduced
446	Kentucky Retirement Systems Frankfort, Kentucky	$69.3M	-$4.94M	5	2.04%	Reduced
447	Capital Group Private Client Services Los Angeles, California	$69.2M	+$44.4M	1	0.66%	Increased
448	HCS Himension Capital (Singapore) Singapore	$68.9M	+$15.2M	2	5.38%	Increased
449	GC GMT Capital Atlanta, Georgia	$68.8M	-$39.5M	2	2.75%	Reduced
450	Chilton Capital Management Houston, Texas	$68.6M	+$1.47M	5	2.85%	Increased